Reports¶

A Report is a structured document that the AI Analyst builds from your conversation. It can include headings, paragraphs, bullet lists, blockquotes, and embedded charts and tables — all assembled in real time in a side panel alongside your chat. You can edit the report directly, save it as an Artifact, and revisit it from your Explorer library.

How reports are created¶

There's no special mode to enable. Just chat with your AI Analyst as usual — when enough analysis has accumulated, the AI Analyst will offer to compile everything into a report. You can also request one at any time by asking directly:

"Can you put this together into a report?""Build a report from everything we've looked at."

If the AI Analyst offers a report and you'd rather continue chatting instead, just say no — the offer won't repeat, but you can always request one manually later.

Editing a report¶

Between AI Analyst turns, the report is fully editable in the side panel:

• Edit text — click any heading, paragraph, list, or blockquote to edit it inline
• Reorder blocks — drag blocks up or down to rearrange them
• Delete blocks — remove any block you don't want

You can also ask the AI Analyst to make changes for you in natural language:

"Add a section on the European market after the charts.""Remove the summary paragraph.""Swap the first two charts."

Saving a report¶

Click Save artifact in the header of the side panel to save the report as an Artifact. The report is now in your Explorer library under Artifacts and can be found again from the sidebar.

Saving is always user-initiated — reports are never saved automatically.

Live data in reports¶

Charts and tables inside a report re-run their queries every time the report is opened. This means the numbers always reflect your current data — the same report opened next month will show updated figures inside charts and tables.

Viewing a saved report¶

Saved reports appear in the Artifacts section of the Explorer sidebar and on the Artifacts page. Click any report to open its detail view, which shows the full report with all blocks rendered, plus links back to the source conversation.

See Artifacts for more on finding and managing saved outputs.