Files & Reports
Browse and download organization files, and review generated report history from the Admin Panel Workspace section.
The Workspace section in the Admin Panel includes organization files and a history of generated reports. Admins use these surfaces to find shared files and audit what was exported.
Open Admin Panel and use the Workspace section in the sidebar.
Files
Files lists files stored at the organization level. Browse, search, and download files your teams have uploaded or shared org-wide.
- Go to Admin Panel > Files
- Use the search box to find a file by name
- Click a row to preview or download a single file
Bulk Download
- Select files using the row checkboxes
- Click Download Selected in the bulk actions menu
- Save the archive to your device
Tags on files are managed from Tags. Applying tags to individual files is covered in Tagging & Groups.
Reports & Templates
Reports & Templates (Admin Panel → Workspace → Reports & Templates) holds organization-shared PDF layouts. HQ and Division admins manage them when custom reports are enabled. Users then see those templates in the simulation Generate Report dialog alongside the standard PetroBench layout and their personal templates.
How engineers build and pin personal templates: Reports & PDF Export.
Generated Reports
Generated Reports (also called the reports audit view) shows a history of reports produced in your organization.
Each row typically includes:
| Column | Shows |
|---|---|
| Report | Template or export type used |
| Generated By | User who ran the export |
| Date | When the report was created |
| Status | Completion state |
Use this view to confirm who generated a report, when it ran, and whether it completed successfully. Download links appear on rows where the export file is still available.
Related
- Reports & PDF Export for generating a simulation PDF
- Tags for labeling files org-wide
- Company for organization activity and analytics