---
title: Reports, PDFs and GEDCOM Files (Pro)
description: "The **Deliverables** tab holds everything you hand over: reports written in the plugin, and files you made elsewhere. ## Writing a report Choose a final report, interim report or letter report and press **Start writing**. A final or interim report…"
url: "https://www.ancestorpress.com/docs/cw-reports-and-deliverables/"
updated: "2026-10-05"
category: AncestorPress Casework Manager
---

# Reports, PDFs and GEDCOM Files (Pro)

The **Deliverables** tab holds everything you hand over: reports written in the plugin, and files you made elsewhere.

## Writing a report

Choose a final report, interim report or letter report and press **Start writing**. A final or interim report has Objective, Summary of results, Recommendations, Background, Limitations, Findings and Conclusion; a letter report has Objective, Findings and Recommendations. A new report is filled in from the agreed plan and the research log. Each finding can carry numbered citations, up to 40 findings.

Before it can be sent, a report needs an objective and at least one finding, and every citation number must point to a citation. Use **Preview as your client will see it** or **Preview as a PDF**, then **Save and send to the client**.

## PDFs

Sending a written report makes its PDF, in the font, colours, logo and letterhead from **Your reports** in Settings, with page numbers. The PDF is fixed at that moment: changing your branding later does not change a report already delivered. The client can read the report in the browser or download the PDF.

## Files made elsewhere

Under **Upload a file you made elsewhere**, choose the file (PDF, Word, images, plain text or GEDCOM), its kind, a title and a version. It arrives as a draft until you send it. **New version** starts the next version of any deliverable.

## GEDCOM files

A GEDCOM must be uploaded as the GEDCOM kind, and a file of that kind must be a .ged file. Before it is stored you answer three things: is it final or interim (an interim file needs you to confirm that an unproven conclusion looks exactly like a proven one in a GEDCOM), does it contain living people, and has your client been told what it contains. Every download of a GEDCOM through a link is recorded, and the Deliverables tab shows how many times and when.

## Living people

**Mark: contains living people** keeps a deliverable off every family link, whatever else is set. A GEDCOM you said contains living people keeps that mark for good - upload a version without them instead.

## The final sign-off

At Final review your client signs off the work on their Reports and files page. See "The Research Plan, Quote and Sign-off (Pro)".