Reports

A report is a structured document built from live data: KPI rows, tables, charts, and text, rendered into the format its destination needs. Run it on demand, or let schedules deliver it to your channels.

Creating a report

Two ways, both without forms or query languages:

• Describe it in chat. New report on the Reports page opens a conversation. The builder explores your connected data, assembles the report, and renders it against live data; the result appears in a panel as it works. Save it when it looks right.
• Install a template. Templates on the Reports page is a curated library, organized by category. Installing a template creates your own copy, which you then adjust like any other report.

Workspace-wide report instructions (on the Reports page) let you set standing style rules that the builder applies to every report it creates or edits, for example "always show currency without decimals" or "use last year as the default comparison".

What a report can contain

KPI rows, tables, bar and line charts, breakdown tables (rendered as a table or a donut), heatmaps, and free text. Values can be formatted as integers, decimals, currency, or percentages. Data can come from any combination of the workspace's connected sources in a single report.

Editing and versions

Editing is conversational: Edit with AI on the report opens a chat where you describe the change, and the builder edits the report, re-runs it, and shows the result. If a report breaks because something changed in the source, Fix with AI hands the exact error to the builder.

Every save creates a new immutable version. The Versions tab shows the full lineage: what changed, when, by whom, and which version each edit was based on. Activating an older version rolls back instantly; nothing is ever overwritten.

Schedules

A report can have any number of schedules, each with its own delivery channels.

• Frequency: daily, weekdays, weekends, specific days of the week, or monthly on a chosen day.
• Times: up to six fixed times per day, or an interval (every 15, 30, or 60 minutes within a time window).
• Timezone-aware, so "7:00" means 7:00 where your team is.

Pause and resume schedules at any time, and use Test to run one immediately without waiting for the next slot.

Delivery formats

Each channel type gets a native rendering, not a generic paste:

From the report page itself you can also export any run as PDF, Excel, or HTML.

Runs, history, and failures

Every run is recorded with its status and the outcome of each delivery. Channels are delivered independently: one failing channel never blocks the others, and the error is shown on the run. The Deliveries tab on the report and the workspace-wide Activity feed give you the full history, filterable by status and date.

Data integrity

Reports follow a complete-or-fail rule: for sources that support verified complete loading, a run either loads all the data or fails with an error. It never silently delivers an understated total. Sources without that guarantee render behind a visible warning on the report itself: "Part of this report uses data from X, which we could not confirm was loaded in full."

Scheduled report runs and deliveries do not use AI credit. They count against the plan's monthly run allowance instead; see Limits & cost controls.