Reports Overview
Open Reports when you want recurring AI-generated reporting instead of a one-time chat answer.
What Reports are for
Section titled “What Reports are for”- view every workflow in the selected organization
- check whether each workflow is Active or Inactive
- open the latest generated report
- review past executions and their status
- rename, activate, deactivate, or delete a workflow
How reports are created
Section titled “How reports are created”Reports are created from Chat as scheduled workflows. After you create the workflow, it appears in Reports for the current organization.
What you can do from the Reports page
Section titled “What you can do from the Reports page”- Open Reports from the main sidebar.
- Review the workflow cards for the current organization.
- Use New report to return to chat and create another workflow.
- Use the card menu to Rename, Activate, Deactivate, or Delete a workflow.
- Click a workflow card to open its detailed report view.
If your browser supports push notifications, the top-right control lets you turn report notifications on or off.
What happens when you open a workflow
Section titled “What happens when you open a workflow”- Latest shows the most recent successful report
- History shows past workflow runs, including success, error, running, and waiting states
- Export PDF downloads the current report as a PDF