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✅ Display reports by conversation

Kraaft lets you choose exactly which reports are visible in each conversation 🎯 No need to display all your templates everywhere — you can tailor the view to each use case!

  • 📋 A conversation dedicated to admin tasks? Display only your timesheet or expense report templates, etc.

  • 🏗️ Your conversation is used to track a worksite? Display only the relevant reports: site journal, delivery note, intervention report…

  • 🔧 A project with a specific client? Limit the display to the reports that match it


⚙️ Show or hide a report in a Kraaft conversation

Available on web and mobile 💻📱, this action is accessible to all space members — except external guests.

  1. Open the relevant conversation 📂

  2. Go to the Folder tab 📁

  3. Scroll down to the Reports section 📋

  4. Select the Show/Hide button 👁️

  5. The full list of report templates in your space appears ✅

  6. Check or uncheck reports based on your needs


👁️ Set the default display for Kraaft reports

Want certain reports to be automatically visible (or hidden) in all your new conversations? 🔧 You can set this up from your space settings!

⚠️ This action is reserved for admins and account owners.

  1. Open the left menu of your Kraaft space

  2. Click on the Reports tab 📋

  3. Find the 👁️ icon to the right of each report

  4. Click it to show or hide the report by default ✅

This setting applies to all new conversations created in your space 🎯


💬 Need help? Contact our support!

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