Build A Report
RL-EDITION-03
Draft A Report Blueprint From Historical Editions
Upload prior reports, select data sources, and enter the edition period — ReportLinen creates a Report Blueprint, not a sales lead.
Step 1 · Upload historical reports
Drop prior Monthly Service Report editions — ReportLinen extracts section structure, recurring paragraphs, and appendix patterns.
No file chosen
Loads Northwind MSP sample structure immediately. Not a sales form.
Step 2 · Select edition sources
Map each section to the systems that feed this edition — monitoring, billing, project tracker, incident log.
Sections detected from historical uploads
Step 3 · Enter edition period
Define the edition window — ReportLinen creates a draft Report Blueprint and first Report Edition object.
- Blueprint sections5 detected · Executive Summary through Appendix
- Sources mapped4 of 6 connected
- Edition objectDraft · unsaved
Creates a Blueprint, not a sales form
Confirming creates a Report Blueprint and draft Report Edition — it does not notify the client or generate a sales lead.