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A report combines written explanation with supporting analysis. Use one for a management update, an investigation, or a recurring review where the reader needs conclusions and context.

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Create a report

Attach the relevant datasets, dashboards, or existing report to a conversation. Specify the audience, question, period, and desired structure.
Open the resulting report in Workspace. You can also start an asset through Create → Report and work with Dawn to develop it.

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Review before sharing

Check the reporting period, metric definitions, sources, and numerical claims. Compare charts and narrative with the underlying results. Make sure conclusions distinguish evidence from assumptions. If an apparent change could be caused by missing data, a source refresh, or a definition change, explain that in the report. Avoid presenting a plausible story as a demonstrated cause.

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Update an existing report

Attach the report and the current source data to a conversation. State which sections should change and which definitions or structure should stay consistent.
Inspect the resulting document. An updated date in the title is not evidence that every figure and paragraph was refreshed.

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Repeat reporting work

Use a Job for recurring agent instructions, selecting the intended context and destination. Run it once and check the output before enabling the schedule. Arrange source imports and preparation before the reporting run. Define what the job should do if data is missing or stale, and review each run’s status and output.

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Share the result

Use the report’s available sharing or export controls for the intended audience. Check access and inspect the exported document if you use one; its layout and included charts should be verified separately from the editor view.