---
title: "Web Portal 2.0: Create, Edit, Publish and Download a Report"
description: Create a Report Edit a Report Rich Text Formatting Adding a Response Adding a Photo Editing a Photo Editing a Table Navigating the Report Editor Publish a Report Download a Report Create a Report
---
[Skip to content](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#main-content)
- New Customer Onboarding
Show submenu for New Customer Onboarding
- RICS Customers Training
- Smart Library Training
- Knowledge base
- Support
Open main navigation
Close main navigation
- New Customer Onboarding
Show submenu for New Customer Onboarding
- RICS Customers Training
- Smart Library Training
- Knowledge base
- Support
Hello. How can we help you?
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://knowledge.goreport.com/knowledge?hsLang=en)
2. [GoReport How To](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en)
3. [Web Portal 2.0](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal-2-0)
# Web Portal 2.0: Create, Edit, Publish and Download a Report
[Create a Report](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Create-a-Report)
[Edit a Report](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Edit-a-report)
[Rich Text Formatting](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Rich-text-formatting)
[Adding a Response](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Adding-a-response)
[Adding a Photo](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Adding-photo)
[Editing a Photo](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Editing-a-photo)
[Editing a Table](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Editing-a-table)
[Navigating the Report Editor](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Navigating-the-report-editor)
[Publish a Report](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Publish-a-Report)
[Download a Report](https://knowledge.goreport.com/knowledge/web-portal-2.0-create-edit-publish-download-a-report#Download-a-report)
**Create a Report**
- Select **Create Report.**
- A side panel will appear on the right side of the screen, allowing you to enter the report details.
- Select a **Data Capture** from the dropdown menu.
**Note:** Fields marked with an \* are mandatory.
- Enter the **Name** of the Report.
**Note:** A Reference is a useful way of organising reports.
- The inspection date defaults to the date the report is created. If you need to change the inspection date select the calendar icon.
- **Due Date** can be used to manage internal deadlines.
**Note:** The Due Date does **NOT** appear on the published report.
- If you are an Admin user, you will have the option of using the drop-down list to select an **Author.**
**Note:** The **Author** field is automatically selected for standard users and cannot be changed.
- Using the drop-down list, choose a **Status.**
**Note:** The Status of a report can be changed at any time.
| Draft | A report that has been created on the web portal is automatically given the status of Draft. Reports with this status will appear in the 'Active' reports list. |
| --- | --- |
| Uploaded | A report that has been created on the app and uploaded to the web portal is automatically given the status of Uploaded. Reports with this status will appear in the 'Active' reports list. |
| Completed | A report that has been completed and the status has been changed manually by the user. Reports with this status **will not** appear in the 'Active' reports list. |
| Archived | A report that has been archived and the status has been changed manually by the user. Reports with this status **will not** appear in the 'Active' reports list. |
- You have the option to add **Notes** to the report details.
**Note:** The **Notes** field is for internal use only and will appear ONLY on the reports list. This information will not appear on the final report.
- Select **Create** to create a new report and view it on the reports list. Alternatively, select **Create and Edit** to create a report and open the report editor.
**Edit a Report**
- There are two parts of the report, the body and the notes.
- The body refers to the data that will appear on the final published report and the notes can be included / excluded from the published report.
- Throughout the report templates you will see different types of input fields.
Text field
Numeric field
Date field
Switch field
Picklist field
Fields with Ratings
- When you click into a field you will have the option of using rich text formatting.
**Rich Text Formatting**
**Note:** If the rich text formatting options are not visible, this feature might not be enabled on your account. To enable this feature contact [helpdesk@goreport.com.](mailto:helpdesk@goreport.com)
- Highlight the text and choose an option from the formatting list to apply it.
- Each field in the report has a Notes section where you can record your own notes and information for internal use.
**Note:** This information is NOT published on the report by default.
**Adding a Response**
Responses can be added to the field using the icon below. Responses are pre-defined phrases that have been uploaded into the template.
- Click the **Add Response** button.
- Click the **+** button to select a response.
- Select **Add Response** to add the selected responses to the report.
- More information on managing your phrases can be found [here.](https://knowledge.goreport.com/knowledge/standard-phrases-response-management?hsLang=en)
**Adding a Photo**
A photo can be added to any section that has an image icon.
- Select the image icon to **Add a Photograph** (as shown below).
- Drag and drop or browse your files to select a photograph.
- Select the photo(s) from your files and click **Open**.
**Tip:** You can upload up to 10 photos at a time, with each photo having a maximum size of 10MB. **'Multi-select'** photos by holding the CTRL key on your keyboard and clicking on each photo
**Note:** Multiple photos can take longer to upload depending on the file size.
- When the photos have finished uploading, select **Close.**
**Editing a Photo**
- Select an image to view the options.
- Select **Edit.**
****
- In the photo editor you can crop, annotate, redact, rotate, and resize the photo.
- When you have finished editing the photo, select **Done** to **save** the changes and close the photo editor.
**Editing a Table**
- Some templates contain tables in the body of the report. Select **Edit table** to open the table into full screen mode.
**Note:** Tables must be opened into full screen mode to be edited.
- Select **Add Row** to add a new row of data.
- The side bar will appear allowing you to enter data for each field.
- Enter your data within each field or use **Select Options** and choose an option to add to the field.
**Note:** The data entered into each field will be added to the table in real time.
- Select **Close** to close the sidebar.
**Navigating the Report Editor**
- Use the Navigation button to quickly go to another area of the report.
- Select the **three vertical dots icon** to change the editor view, image size and to expand/collapse sections within the report.
- Using **Image display size** you can adjust the size of the photos in the report editor. (as shown below)
**Note:** This has no impact on the size of the images on the output report.
- Select **Editor layout** to change the view of the report editor.
**
*Split View:*
*Body View:*
*Notes View:*
- Select the arrows to expand / collapse a section.
- Select the **sidebar icon** to open thesidebar and display the report details and report actions.
- Select the **sidebar** **icon** or **X** to close the side bar.
**Publish a Report**
- Select the **Publish** icon.
**Tip:** The publish icon is also at the top of the report.
- This will open the report publishing and exporting screen. Depending on your template there will be a number of options to choose from when publishing your report.
Publish and Export Types Explained:
|  | A standard PDF publish that contains formatting and styling. |
| --- | --- |
|  | A word document containing the data from the report. This type of word document does not contain any formatting or styling. |
|  | A word document containing the data from the report. This type of word document contains formatting or styling. |
|  | The data from the report exported into a single excel file. |
|  | One excel file that contains data from all reports that were previously selected. |
|  | A PDF file containing all the images for the selected report. |
|  | A zip folder containing all the images in the report. |
|  | A zip folder containing all the audio files for the report. |
- Select the publish type and select **Publish.**
**Note:** You can choose to compress the report and decide whether to include or exclude notes in the published report.
- The report will publish in the background, allowing you to continue working on other reports.
- When the report has been published a notification banner will appear at the top of the screen.
- Click the **Recent Activity** icon to view the published report.
- The **Recent Activity** sidebar displays any recent account activity.
**Download a Report**
- Select the **Download** icon to download the report.
- The report will download to your computer. You can access this in **Downloads** on your browser or through the **Downloads folder** on your computer:
- Double click the file to open the published report.
- [Digital Transformation](https://knowledge.goreport.com/knowledge/digital-transformation?hsLang=en)
- [Getting Started with GoReport](https://knowledge.goreport.com/knowledge/getting-started-with-goreport?hsLang=en)
- [GoReport How To](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#main-content)
- [iOS App](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#ios-app)
- [Web Portal](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal)
- [Web Portal 2.0](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal-2-0)
- [Android App](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#android-app)
- [Sava Partnership](https://knowledge.goreport.com/knowledge/sava-partnership?hsLang=en)
- [The Future of Surveying](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#main-content)
- [RICS Young of Surveyor of the Year](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#rics-young-of-surveyor-of-the-year)
- [Digital as part of your Surveying career](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#digital-as-part-of-your-surveying-career)
- [Industry support in growing your career](https://knowledge.goreport.com/knowledge/the-future-of-surveying?hsLang=en#industry-support-in-growing-your-career)
- [Creator](https://knowledge.goreport.com/knowledge/creator?hsLang=en#main-content)
- [GoReport Creator Overview](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-overview)
- [GoReport Creator - How To](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-how-to)
- [GoReport Creator Examples](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-examples)
- [GoReport in Action](https://knowledge.goreport.com/knowledge/goreport-in-action?hsLang=en)
- [Contact Us](https://knowledge.goreport.com/knowledge/contact-us?hsLang=en)
- [Web Portal 2.0](https://knowledge.goreport.com/knowledge/web-portal-2-0?hsLang=en)
- New Customer Onboarding
- Knowledge base
- Support
Copyright © 2026, GoReport