Create and follow your first report

A report represents a request, incident, or task. On creation it receives a unique number within the organization and starts a history that follows its entire lifecycle.

Availability: any active organization member; customer context is shown only in Company mode. Level: Basic.

What it is for

It lets you describe the need, classify priority, relate the work to a customer or asset, and begin tracking it.

Before you start

The organization must have at least one active report type and one active urgency level. New workspaces already include initial catalogs. If they are missing, an administrator must configure them before Create report becomes available.

Create the report

Open Reports.
Choose New report.
Enter a clear subject from 5 to 160 characters.
Select type and urgency.
In Company mode, select a customer company and one of its contacts when applicable.
Review assigned workstations or units that appear preselected. You can remove them or mark affected components, including a position without a registered component.
Add details and files if they help explain the case.
Confirm Create report.

ReportArea then opens the new report detail and shows its number.

What happens next

In Professional, the job is In progress and automatically assigned to its creator. It does not use lines or internal transfers.
In Company, it is Open and unassigned in the entry line selected by the configured chain. Staff in that line can take it and an administrator can assign it.
Configured members may receive notifications according to their preferences.
Subject, details, customer, and selected assets become part of the report context.

Rules and effects

Type and urgency must be active and belong to the organization.
A contact can be selected only together with its customer company.
A workstation or unit must be active, visible to the creator, and compatible with the selected customer.
Your assigned workstations or units are an editable suggestion, not a requirement.
Attachments are private and are served only to people authorized to view the report.

Required and optional

Field	Rule
Subject	Required, 5 to 160 characters
Type	Required
Urgency	Required
Customer company and contact	Optional, Company only
Workstations, units, and components	Optional
Details	Optional, up to 2,000 characters
Attachments	Optional, up to 5 files of 5 MB each

Allowed files are JPG, PNG, WebP, and GIF images; PDF; Word and Excel documents; TXT, CSV, and ZIP.

Example

Subject: "Printer does not feed paper." Type: Repair. Urgency: Medium. Details: when printing starts, the roller turns but does not pull in the sheet. The assigned printer is selected and a photo of the error is attached.

Limits and privacy

Do not include passwords, secrets, or unnecessary personal data. Report details and attachments do not automatically become part of a public tracking link.