How to create a draft report for an approval in review phase

This tutorial outlines how a local government user can create a draft report for approval during the review phase. Note that the report will be published when the approval request moves to Draft Approval status. It is also visible and downloadable to an applicant.

Go to the Application workspace and scroll down to the Reports section.

Click on Create Draft Report+.
Next, click on Open to expand the section.
The draft report form appears in the section.

Click on Open -> on the right to enter the draft report form.
Start filling in the form, if needed now.

Cloudpermit automatically saves changes on the form.

Note: You can delete the draft report form by clicking on Delete.

Click Return Dashboard to enter the application workspace.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.