# Reports

*A report gathers geometries, surface meshes, volume meshes and cases from any of your projects into one saved document: summary tables, synchronized 3D visualizations and 2D charts laid out on a grid, editable at any time and exportable to PDF. Use it to compare design variants or sweep points, to keep a record of a study, or to hand a static snapshot to someone without Flow360 access.*

---

## Creating a report

<!-- FIGURE: reports-new-report-button.png: the workspace header with the New report button next to New project -->

Click **New report** in the workspace header, next to **New project**. The **New report** dialog has two steps:

1. **Select assets**. Pick the resources the report should cover (see [Selecting assets](#selecting-assets) below). At least one is required before **Next** becomes available.
2. **Set info**. Give the report a **Report name** (prefilled with *Untitled*), an optional **Description** and optional **Tag**s, then **Submit**.

<!-- FIGURE: reports-create-select-assets.png: the Select assets step -->
<!-- FIGURE: reports-create-set-info.png: the Set info step -->

The new report opens immediately. Reports live in the workspace alongside folders and projects: they are listed in the same view, filtered with the **Report** type chip, and show *summary*, *chart* and *visualization* as their components. Clicking a report opens it; the **Info** action opens its detail drawer, and the item menu offers **Delete** (report deletion is not reversible). Reports cannot be moved between folders at the moment.

### Selecting assets

<!-- FIGURE: reports-add-assets.png: the Add assets dialog with folder tree, filters, item tree and Selected panel -->

The same asset picker is used when creating a report and when adding assets to an existing one (**Add assets** in the report header).

| *Control* | *Description* |
|-----------|---------------|
| **Workspace** | Switch between your workspaces (shown only when you have more than one). The folder tree and search follow the selected workspace. |
| **Search** | Search by name. The mode selector offers **Find**, **Find - and** (results include all keywords), **Find - or** (any keyword), **Find - not** (results do not contain the keywords) and **Find - prefix** (results start with the keywords). In the multi-keyword modes, press Enter to add each keyword. |
| **Asset type** | Any combination of **Geometry**, **Surface mesh**, **Volume mesh** and **Case** (**Case** alone by default). At least one type stays selected, so the last remaining one cannot be unticked. |
| **Solver version** | Restrict the results to one or more solver versions. |
| **Tag** | Restrict the results to tagged assets. |
| **Folder tree** | Narrow the search to a folder of the selected workspace. |
| **Item tree** | Results grouped by project. Expand a project to load its assets, then tick the ones to include. Assets keep their parent and child relationships, so selecting both **Volume mesh** and **Case** shows each case under the mesh it came from. Changing any filter collapses the expanded projects again, but what you have already ticked is kept. |
| **Selected** | Everything chosen so far, across asset types and projects, with a remove button per item. |

A report can reference up to **50** assets; once the limit is reached, the remaining items are disabled with the hint *Selection limit reached*.

---

## The report page

<!-- FIGURE: reports-page-overview.png: a report with the resources panel, summary tables, a visualization section and a 2D chart -->

The page is organized top to bottom: the header actions, the **associated resources** panel, and the report sections on a grid.

### Header actions

| *Action* | *Description* |
|----------|---------------|
| **Add assets** | Add more resources to the report. |
| **Apply to new** | Create a new report with the current configuration (sections, layout and settings) applied to a new selection of assets. The new report opens in a separate tab. |
| **Info** | Open the **Report detail** drawer: rename the report, edit its description and tags, copy its ID, and see its folder, creation and update times. Changes made here are saved automatically. |
| **Share** | Open the PDF export dialog; see [Exporting to PDF](#exporting-to-pdf). It becomes available once the report content is ready. |
| **Report settings** | The **Full width** switch lets the report use the whole window width (the default) or a constrained reading width. |
| **Cancel** | Return to the workspace. If there are unsaved changes, you are asked to **Keep editing** or **Discard** them. |
| **Save** | Persist the report configuration. |

```{note}
Edits to the report content (resources, sections, layout, section settings) are stored only when you click **Save**; navigating away offers to discard them. Only the metadata in the **Report detail** drawer saves automatically.
```

### Associated resources

<!-- FIGURE: reports-associated-resources.png: the resource chips grouped by type, one with the Ref badge and the chip menu open -->

Every asset in the report appears as a chip, grouped under **Geometry**, **Surface mesh**, **Volume mesh** and **Case**. Each chip has:

- A **checkbox** that includes or excludes the resource from the report sections without removing it from the report.
- A **Ref** badge on the reference case. All comparisons in the summary tables and charts are made against the reference case.
- A menu with **Set reference** (cases only), **Set alias** and **Remove**. An alias replaces the resource name everywhere in this report, which is useful when several cases share a name or when names are long.

A resource that has been deleted, or that you no longer have permission to access, is shown disabled with the reason, and can only be removed.

---

## Sections and layout

A report is made of sections placed on a grid. Four **summary** sections are created automatically, one per asset type (**Geometry summary**, **Surface mesh summary**, **Volume mesh summary**, **Case summary**); each one is shown only while at least one selected resource of its type exists. **Visualization** and **2D Chart** sections are added by you, as many as you need.

| *Control* | *Description* |
|-----------|---------------|
| **Add visualization section** | Bottom of the page. Choose the asset type for the new section: **Visualization (Case)**, **(Geometry)**, **(SurfaceMesh)** or **(VolumeMesh)**. A type is available only when a resource of that type is selected. |
| **Add chart 2D section** | Bottom of the page. Adds a chart section over the selected cases. |
| **Section title** | Click any section title to rename it. |
| **Drag handle** | To the left of each title; drag to reorder sections on the grid. |
| **Resize handle** | Bottom edge of summary and visualization sections; chart sections have a fixed height. |
| **Collapse** | Summary tables fold to a single row. |
| **Duplicate** / **Remove section** | In the section menu of visualization sections (charts offer **Remove section** only). Summary sections cannot be removed. |

---

## Summary tables

<!-- FIGURE: reports-case-summary.png: the Case summary table with the Display menu open on the Automotive tab -->

Summary tables list properties in rows and resources in columns, with the reference case first. The **Display** menu chooses which rows are shown.

| *Table* | *Rows* |
|---------|--------|
| **Geometry summary** | Bodies, Faces, Edges. |
| **Surface mesh summary** | Max edge length, Nodes, Triangles, Quadrilaterals. |
| **Volume mesh summary** | First-layer thickness, Nodes, Tetrahedrons, Prisms, Pyramids, Hexahedrons. |
| **Case summary**, **General** tab | Velocity, Alpha angle, Beta angle, Turbulence model, Transition model, Pseudo steps, Physical steps, CL, CD. |
| **Case summary**, **Automotive** tab | Clf, Clr, CS, Area, CD × Area, OAL, OAH, OAW, WB. Hidden by default; enable them from the **Display** menu. |

Input values are shown with the units recorded in the case. Force coefficients of non-reference cases carry a percentage delta against the reference case.

### Force scope

The case summary has a settings panel (toggle at the right of its title) with a **Force scope** selector that decides which surfaces the force coefficients are integrated over:

- **Total**: the total forces of the case (the default).
- **Select by faces**: **Set faces** opens a picker of the surfaces available across the selected cases; the coefficients are summed over the chosen faces.
- **Select by body group**: **Set body groups** does the same by body group, resolved to that case's surfaces independently for each case.

Surfaces that exist only in some of the cases are marked *Available in X/Y cases*; a case in which none of the chosen surfaces exist shows the value as unavailable rather than zero. The picker can be filtered to the surfaces of a single case.

```{note}
Result files larger than 50 MiB are not loaded in the browser. In that situation OAL, OAH and OAW are unavailable for the affected case (they are computed from the per-surface forces), and the cell tooltip says so.
```

---

## Visualization sections

<!-- FIGURE: reports-visualization-grid.png: a Case visualization section in grid view with four synchronized views -->

A visualization section renders up to **8** resources of one asset type side by side, with cameras and settings kept in step.

| *Control* | *Description* |
|-----------|---------------|
| **Grid view (2x2)** / **Single view** | Show all views at once in a grid, or one view at a time with a tab per resource. |
| **Low resolution** / **High resolution** | Rendering resolution, for case sections only. Meshes and geometries always render at full resolution. |
| **Select cases** (or geometry, surface mesh, volume mesh) | Choose which of the report's resources of this type to display. |
| **Fullscreen** | Expand the section to the window. |
| **Set up** | In each view header. Opens the **Visualization** drawer with the same field, slice, isosurface and streamline controls as the single-case [Visualization](./04.visualization.md) tool (cases), or the mesh metric selector (surface and volume meshes). Geometry views have no set-up options. |
| **Scene** | In the drawer. Save the current camera and visualization settings as a named scene, or apply a saved one; scenes are listed for the **Current project** or **All Project**s. |
| **Viewpoint** | In the drawer. Save, rename and apply named camera positions, shared by the views of the same project. |
| Right-click menu | **Show all** (cases), **Fit view** and **Reset view**. |
| **Synced with global Group** / **Independent Settings** | In the drawer. Views are linked by default, so moving the camera or changing the visualization set-up in one view applies to all of them. **Unlink** a view to give it its own camera and settings; **Sync to global** links it again. |

Only one visualization section is live at a time: click inside a section to activate it (it shows an **Active** badge), press Escape or click outside to release it. Inactive sections keep a preview image of their last state. A view whose requested field, output or slice does not exist for its resource shows a warning badge listing what could not be applied.

### Exporting views as images

The section menu offers two image exports:

- **Export as PNG** saves the current view of every displayed resource.
- **Export multiple views as PNGs…** keeps the current settings and renders each selected viewpoint for each resource. Choose **Current view** and any of the **Fit to model** or **Fit to flow** presets (Front, Back, Left, Right, Top, Bottom and the eight **Isometric** directions); the images are downloaded together.

---

## 2D Chart sections

<!-- FIGURE: reports-chart2d.png: a 2D Chart section with the config panel open -->

A chart section plots one curve per case, for up to **10** cases, with the reference case always included. Open the configuration panel with the toggle at the right of the section title.

| *Control* | *Description* |
|-----------|---------------|
| **X-Axis: Data variable** | What the cases are plotted against: a sweep parameter (**Alpha Angle**, **Beta Angle**, **Velocity**, **First layer thickness**, **Surface max edge length**), the solver history (**Pseudo step**, **Physical step**) or a spatial coordinate (**Coordinate - X**, **Coordinate - Y**, and any coordinate column found in the result files). |
| **Y-Axis: Data variable** | Up to **5** result variables, one chart per variable: the force and moment coefficients (CL, CD, CFx, CFy, CFz, CMx, CMy, CMz, with their pressure and skin-friction parts) and any other result column the cases provide. |
| **Scaling strategy** | Per axis: **Global auto**, or **Manual** with **Min** and **Max**. |
| **Axis mode** | **Absolute** values, or **Delta** against the reference case. |
| **Log scale** | Logarithmic Y axis (not available in **Delta** mode, where values can be zero or negative). |
| **Force scope**, **Series**, **Series display** | For history and per-surface data: the same **Total** / **Select by faces** / **Select by body group** choice as the case summary, the series to include, and whether to draw them **Individual**, **Cumulative** or **Summed**. |
| **Style mapping** | **Color = Case, Line style = Variable** (the default) or **Color = Variable, Line style = Case**. |
| **Geometry background** | For spatial charts: draw the outline of a selected **Background model** behind the curves, from a chosen **View** direction. |

The chart data can be downloaded with **Export as CSV** in the section menu. The file always contains the case name, case ID and the X-axis variable; choose which result columns to include in the **Export chart data as CSV** dialog.

---

## Exporting to PDF

<!-- FIGURE: reports-share-pdf.png: the export dialog with the PDF preview on the left and the Layout and Content sidebar on the right -->

**Share** opens the export dialog. The left side previews the PDF; the right side controls it:

| *Control* | *Description* |
|-----------|---------------|
| **Layout** | **Portrait** or **Landscape** (the default). |
| **Content** | One checkbox per section. Visualization sections carry a gear button to choose the **Viewpoints** to render for that section in the PDF; with no selection, the current view is used. |
| **Download** | Save the PDF, named after the report. |

The preview is regenerated whenever the selection or the orientation changes. The PDF is a static snapshot of the report at export time, so it remains readable after the underlying cases change or are deleted. **Share** is unavailable while the report content is still being prepared, and, if a chart or a visualization could not be prepared, the tooltip lists the sections concerned.

---

## Limits

| *Item* | *Limit* |
|--------|---------|
| Assets per report | 50 |
| Resources per visualization section | 8 |
| Cases per 2D chart section | 10 |
| Y-axis variables per 2D chart section | 5 |
| Result file size loaded in the browser | 50 MiB per file |

```{note}
Reports can also be created, loaded and updated from Python with the `flexcompute-flow-report` companion package, which works on the same reports as the WebUI; see {ref}`Python API: Reports <python_api_reports>`. Exporting to PDF, PNG or CSV and deleting a report are WebUI operations.
```

```{seealso}
[Case comparison](./06.case-comparison.md) compares cases interactively without saving anything; a report is the saved, multi-asset and exportable counterpart. For the concept and when to reach for each, see the {doc}`User Guide: Reports </user_guide/Report/Report>`.
```