Find and create documents
Updated September 5, 2026
On this page
Documents is the list of reports and quotes — not a top-level Reports nav item.
On the web
1
In the sidebar, open Documents — not a top-level Reports item.
2
Filter All, Reports, or Quotes. Select Create → Create report or Create quote. Templates opens Admin layouts.
In the app
1
On Dashboard, tap Documents.
2
Tap Create document, then Create report or Create quote. You can also filter the list first.
Tips
- Filter All, Reports, or Quotes before you create.
- Next: Generate a report or Create a quote.
- Layouts live under Admin → Templates. See Customize report templates.
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