Workspace and Templates
The workspace stores all reports you have saved across quality tools. Use it to assign reports to clients, bookmark templates, and organize your work products across all engagements.
Table of contents
Step-by-step walkthrough
- Navigate to /portal/workspace. -> The workspace loads showing all saved reports with name, type, and date.
- Click Open to launch a saved report in its original tool. -> The tool opens with the saved report loaded for editing or viewing.
- Click Assign to Client to attach a report to a client record. -> A dropdown lets you select the target client; the report link appears on the client dashboard after saving.
- Open Template Library to browse and bookmark reusable setups. -> The library lists all available templates; use the bookmark button to save one for later use.
- Use the search bar or type filters to find a specific saved report. -> Results filter in real time by report name or type.
Common issues
Assign to Client is disabled
The client record must exist before assigning a report. Create the client in the Clients section first, then return here to assign the report.
A report I saved is missing from the workspace
Reports are saved to the account that generated them. Confirm you are signed in to the same account that was used when the report was created.
Tips
Assign reports after creating them
The workspace is most useful after the report has been created. Return here to link it to a client and keep the client dashboard complete.
What to do next
View the report on the client dashboard
After assigning a report to a client, open the client dashboard to view it alongside other client data on the Reports tab.