Share the PDF report

Reports → Full report opens the complete record in a new tab. Above the pages, its archive panel has three things: an Include field evidence checkbox (relays and observations from the field companion — off by default, because on a well-worked project they are the bulk of the pages), Raw HTML, and Save an archive PDF. Click it and a background worker renders the file on the server — usually about ten seconds — then your browser saves it. The archive copy keeps the server’s fixed layout, because it is the record. The same action is on the Reports menu as Archive PDF, so you can render without opening the page first.

Every render lands in the Exports list under the action bar with its date, status, kernel version and a checksum of the inputs. A PDF rendered under an earlier snapshot method is flagged there — its figures may no longer match the live report, which is exactly what a reader comparing the two needs to know.

• Cover — title, stage, progress, tollgates, dates, and what the page leaves out, so an absent section is never mistaken for an empty one.
• Executive summary — the answer on one page.
• Charter and plan, then the charter in full.
• Customers and requirements — the voice of the customer and the CTQs it drives.
• Each process — capability (indices, sigma, histogram), SIPOC and where the time goes, and the fishbone.
• Where and why, the risk register ranked by Action Priority, the changes, the results, control, financial benefits and governance.
• Appendix — every toolkit run switched on for the report: a chart where the tool has one, otherwise its key results — and the AI assessment when the project has one.

Long lists run across as many pages as they need. The What the reports carry panel at the top of the page is where you switch a run out of the appendix — every run is in until you switch it off.

Every report reads as one web page that fits the screen it is on, and every chart shows its values when you hover over it or tap it. Present shows it full screen for a meeting, a section at a time, each section scaled to fill the screen — the arrow keys (or a swipe) move and Esc leaves. A report follows your light or dark setting, and its name at the top opens the project’s other reports. Download PDF opens your browser’s print dialog with the file name filled in — choose Save as PDF. A one-page report prints on one A4 landscape sheet; the Executive and Full reports print a section to a sheet, with the long registers running on; the A3 prints as one A3 landscape sheet (pick fit to page to put it on A4). The app’s sidebar and toolbars stay out of the printout, and the pages print in the light palette even if you work in dark mode.

The Sponsor brief is one page, organised around the decision rather than the method: the ask and who owns it, health with its reasons, the result with its chart, the money, the top risks, the latest dated events and the next actions. When no follow-up study is linked to the baseline, it says Baseline only where the before/after would be and asks for the evidence instead of claiming an improvement.

1. Mark the phase complete

On the project header, the DMAIC strip shows which phase you're in. After sharing Control deliverables, advance the project to Control · Active and set a review date so it pops back onto your radar at the right time.

2. Schedule the first audit

Open the Control plan, hit Schedule audit, and pick a date 30–90 days out. The activity feed will surface the reminder; the audit's result attaches back to the project so the next executive summary tells an even better story.