I just logged on to type up a new report and found the Create Report button was gone. Long story short, the ai chat told me that the only way to create a report now is to create a document using the native document feature. You are able to select a "Report Layout", however it's much clunkier and not as polished as the previous dedicated report function. I also would never use the native Company Cam document builder as it is nowhere near as useful as word or even docs. I feel like removing the dedicated report builder was a major step backwards. It was a primary reason I chose company cam over some of the bigger CRM software's like service titan and housecall pro. Having the ability to filter through my report photos by simply clicking add photo and not having to worry about accidentally moving the photo insert box in the document was really nice. Maybe I'm being too picky but I liked not having to worry about font, spacing, or anything besides typing my report, selecting my photos, and clicking generate pdf.
Bring back the previous reports function
- Thread starter HeritagePlumbing
- Start date
Hey there, thank you for writing this up!
Here's what's going on: Reports didn't get deleted, the feature moved. We merged it into the Documents tab so all your job documentation lives in one place instead of split across separate tabs, and the Report layout in Documents does everything the old builder did plus headers/footers, cover pages, and flexible layouts. Every Report you've already built is still right there and still fully editable.
Here are a few tips to ease the process of getting used to the workflow:
Details on customizing your Reports here: Editing Documents
That said, I hear you. The update might not feel like the right fit yet, especially when you had Reports working exactly how you wanted it.
Here's the honest reason behind it: we kept hitting walls with Reports. A lot of what customers were asking for simply couldn't be built inside it, so rather than patch around those limits we built Documents as the next version of Reports and put our development there. Most of what's in Documents came straight from Reports users telling us what they needed, and it's built to keep growing instead of staying boxed in.
If you've got other workflow questions or you're hitting friction anywhere, reach out to our Support team at support@companycam.com. We're glad to walk you through it, and we can get you set up with training if you'd like.
Thanks again for sharing your experience!
Here's what's going on: Reports didn't get deleted, the feature moved. We merged it into the Documents tab so all your job documentation lives in one place instead of split across separate tabs, and the Report layout in Documents does everything the old builder did plus headers/footers, cover pages, and flexible layouts. Every Report you've already built is still right there and still fully editable.
Here are a few tips to ease the process of getting used to the workflow:
- Starting a Report: Open your Project → Documents tab → + Document → New Document, then pick the Report layout. That drops you into the structured report format rather than a blank page, so you're not building from nothing.
- For filtering photos like the old "add photo" screen: Inside the Report, click the Add Photos Icon → Click to add photos → then the Project Filter Icon. You get the full filterable photo picker, and you can even pull photos in from other Projects now.
- So you never fight font or spacing again: Build one Report the way you like it, then hit Save as Template from the top corner. After that it's pick your Template → drop photos → type → export PDF. No formatting decisions at all. Pair that with Insert Page Break (CMD + Enter, same as Word or Docs) if you want to lock where each page starts. Templates are available on select plans.
Details on customizing your Reports here: Editing Documents
That said, I hear you. The update might not feel like the right fit yet, especially when you had Reports working exactly how you wanted it.
Here's the honest reason behind it: we kept hitting walls with Reports. A lot of what customers were asking for simply couldn't be built inside it, so rather than patch around those limits we built Documents as the next version of Reports and put our development there. Most of what's in Documents came straight from Reports users telling us what they needed, and it's built to keep growing instead of staying boxed in.
If you've got other workflow questions or you're hitting friction anywhere, reach out to our Support team at support@companycam.com. We're glad to walk you through it, and we can get you set up with training if you'd like.
Thanks again for sharing your experience!
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