Reports in Delve are a great way for you to summarize a feasibility study that highlights your site details, designs you want to highlight and their associated key metrics that you can share with your team members and other important stakeholders.
Select designs to include in report
To create a custom report in Delve, start by clicking the + Create Report button from either the Explore page or the Reports page within your study.
After clicking + Create Report, you can select up to 3 designs to include in your report. You can select designs to add to your report from the Explore tab, the Favorites tab, or the Best Performers tab.
When you’re ready to save and edit your new report, click Save.
Customize report details
Once you have saved your report, you can now customize it. Start by giving your report a new title and a short description.
You’ll notice the report is broken down into three primary sections:
Site overview – includes details about your site, including a map view of the parcels on your site, the site land area, and any zoning constraints you may have configured
Design comparison – includes a summary of the design you selected for this report and how they each perform against dimensions such as Use Type Allocation, Key Metrics, Program Requirements, Design Stats, Parking Allocation, and GFA Allocation
Custom section – an optional free text section that you can add the report
Note that you can turn off any of these sections in your report by changing the Show section toggle on the top right of each section.
You can edit the title and add a description for each section. For the Design Comparison section in particular, you can also add a short description for each design highlighted in your report.
When you are done with your edits, click Finish to save your changes.
You can find your report in the Reports page within your study.
To edit your report, you can do so by clicking ‘Edit’ in the top right hand of the Report page. To delete your report, you can do so by clicking the snowman menu and then clicking Delete Report.
You can also edit or delete your report directly from the overall Reports page by clicking on the snowman menu then clicking Edit report or Delete report.
Share report with team members
You can share a report with your team members either by sharing a link to view the report in Delve or by downloading a PDF of the report.
To copy the report share link, click on the Share button in the top right of the report
You can also copy the report share link from the overall Reports page. Simply click on the snowman menu next to the report and then click on Share link.
To download a PDF of the report, click on the downward arrow next to the Share button in the top right of the report then click on Print/save to PDF.
This will generate a report that you can print or save to PDF.
Commenting on reports
You and your team members can leave comments on reports in Delve using the commenting feature.
To leave a comment on a report, navigate to the report and click on the comment icon in the top right hand corner.
This will open up a comment pane where you can add a comment and also @mention other team members to notify them via email that you’ve tagged them in a comment.
