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Reports¶

A Report is a structured document that the AI Analyst builds from your conversation. It can contain headings, paragraphs, bullet and numbered lists, blockquotes, KPI stat cards, embedded charts and tables, and side-by-side grids. The report opens in a side panel next to the conversation. You can edit it there, browse earlier versions, and save it to your Artifacts library.

Availability

Who can do this: members with the Chat capability in the active Workspace. Only the report's owner (the person whose conversation produced it) can edit, save or share it.

How reports are created¶

There's no special mode to enable. Ask the AI Analyst for a review, briefing, memo or multi-section write-up, and it builds a report in the side panel. For example:

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

The AI Analyst creates the report, shows it once in the conversation as a report card, and then keeps adding to the same report in later steps. While it is still writing, the report card shows Building…. On a wide window the report opens in the side panel automatically. Otherwise, click the report card to open it.

On a wide window, the side panel docks beside the conversation and you can drag its edge to resize it. On a narrow window, it opens as a sheet over the conversation.

What a report can contain¶

Block	What it is
Headings and paragraphs	The narrative of the report
Bullet and numbered lists, blockquotes	Structured or highlighted text
Stat card	A KPI card with a label and a value
Chart or table	An embedded chart or table from the conversation
Side-by-side grid	Two or three charts, tables or stat cards shown next to each other

Editing a report¶

When the AI Analyst isn't running, you can edit the report directly in the side panel:

Edit text: click any heading, paragraph, list or blockquote and type.
Format text: select some text to open the formatting menu. It has bold, italic, heading, subheading, bullet list, numbered list and blockquote.
Reorder blocks: hover over a chart, table or stat card and drag its handle (Drag to rearrange or drop onto another block to create a grid).
Create a grid: drag a chart or table onto another chart or table to place them side by side, or onto an existing grid to add it there. A grid holds at most three items. Stat cards can be dragged to a new position but can't be dropped into a grid. Dropping onto text (a heading, paragraph, list or blockquote) moves the block instead of creating a grid.
Take an item out of a grid: drag it by its handle (Drag to reorder, or drag out of the grid to make standalone). You can also drag it within the grid to reorder.

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

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

When a report is read-only¶

You can't edit the report in the side panel:

while the AI Analyst is running a turn in the conversation,
while you are viewing an older version (see Report versions),
if you aren't the report's owner, for example when someone shared the conversation with you.

On the Artifacts page, an archived report is read-only until you restore it.

Adding a chart or table to a report¶

After you open a report in the side panel, chart and table cards in the same conversation show Add to report.

Open the report in the side panel (click its report card), if it isn't already open.
Under the chart or table card you want to add, click Add to report.

The chart or table is added as a new block at the end of the report, and the report opens in the side panel. You can then drag it to where you want it.

The target is the report open in the side panel or, if none is open, the last report you opened in this conversation. If the button doesn't appear, open the report card first. If you don't own the report, adding fails with Couldn't add to the report. Please try again.

Report versions¶

Each AI Analyst turn that changes the report saves a new version of it (v1, v2 and so on). Use the version dropdown in the side panel header (it shows the current version, such as v2) to browse them:

The newest version is marked Latest. Choosing it shows the live, editable report.
Choosing an older version shows it read-only, with the banner Viewing version X of Y.
While the AI Analyst is writing, the dropdown also lists the next version, marked Building….

The dropdown appears once the report has a saved version, or while the AI Analyst is writing one. Your own edits change the live report. They are captured in the next version that the AI Analyst saves; editing on its own doesn't create a version. There is no button to restore an older version. To reuse content from one, view that version and copy the text you need into the live report.

Saving a report¶

Reports are never saved automatically.

In the side panel header, click the bookmark icon (Save artifact).
The report is saved to your Artifacts library.

To remove it from your saved artifacts, click the icon again (Remove from saved artifacts). This archives the report. You can restore it later from the Archived tab of the Artifacts page.

The bookmark is disabled while you view an older version.

Charts and tables embedded in a report have their own bookmark icon, so you can also save an individual chart or table from inside the report.

If you own the report, click the share icon (Share) in the side panel header to choose who can open it. Save the report first (see Saving a report) so that it appears on the recipient's Shared with me tab. See Sharing for the options.

Data in reports¶

A report doesn't re-run as a whole. Charts and tables inside it show the results from when each chart or table was created. They carry a Live marker, but inside a report they aren't refreshed. To see current numbers for a chart or table, save it and open it from your Artifacts library, where a chart or table with a re-runnable query re-runs each time you open it. See Live data.

To see the rows and the query behind an embedded chart or table, click View details on it. The dialog has a Table tab with the rows and a Download CSV button. When the query was captured, it also has a Calculation tab with the SemQL and SQL. See How answers are built for how to read the calculation.

If an embedded chart or table can't be loaded, its block shows the embed's title, or Embedded artifact unavailable when it has none.

Finding a saved report¶

Click Artifacts in the Explorer sidebar.
Open the Artifact type dropdown and choose Reports.
Click a report to open it.

When the owner has turned on the link back to the conversation, Open conversation takes you to the chat that produced the report.

See Artifacts for more on finding and managing saved outputs.