My Reports tab

The My Reports tab of the Reports screen is where your saved dashboards live. It is the tab the screen opens on.

Anatomy of a report card

On the My Reports tab each saved report is a card. The card columns and elements are:

Element	Where	What it shows / does
Pin marker	Top-left of card	An amber Pin icon appears only when the report is pinned.
Title	Top of card	The report’s title, truncated if long.
Pin / Unpin button	Top-right (on hover)	Toggles favourite state. Tooltip reads Pin or Unpin.
Share button	Top-right (on hover)	Creates a public link (copies it to your clipboard) or, if already shared, revokes it. Turns emerald-green when a link is active.
Delete button	Top-right (on hover)	Opens a confirmation dialog to permanently delete the report.
Template badge	Metadata row	A small brand-coloured pill showing the templateId, if the report was built from a template.
Shared indicator	Metadata row	A “Shared” label with a share icon when a share token is active.
Updated date	Metadata row	The report’s updatedAt date, localised.
Download pills	Below metadata	One pill per available format: always html, plus pdf, docx, xlsx, json when those output files exist. Each opens in a new tab.
Open button	Bottom of card	Navigates to the full-view page /reports/view/<id> (eye icon).
Open-share button	Bottom of card	Only when shared: an external-link icon that opens the public share URL in a new tab.

Note

The html download pill always points at the server’s fresh-render endpoint (/api/reports/<id>/render.html) rather than a stored file, so the HTML you download always has working inline charts even for older reports. The pdf/docx/xlsx/json pills link directly to their stored output files and only appear when those files exist.

The report count

• The left of the toolbar shows the count: e.g. 3 reports (singular “1 report” when there is exactly one).
• The right shows a Refresh button. Click it to re-fetch the list from the server. While refreshing the icon spins and the label reads Refreshing….
• On a manual refresh the existing cards stay on screen (no flash to empty) — only the first load shows the full “Loading reports…” splash.

Viewing a report

Opening a report

1. On a report card, click Open (the eye icon). You navigate to /reports/view/<id>.
2. The page shows a brief “Loading report…” spinner, then renders the dashboard at full width.
3. If the report can’t be loaded you’ll see a Could not load report panel with the error and a Back to Reports link.

Report actions

Action	Icon	What it does
Back to Reports	Arrow-left	Returns to the /reports catalogue.
Reload	Refresh	Re-fetches the SAVED snapshot from the server. Chart values stay the same unless someone edited the saved report. Shows a spinning icon and “Reloading…” without blanking the rendered report.
Regenerate with current data	Sparkles	Re-runs the AI workflow that built the dashboard so the KPI/chart/table values reflect the CURRENT state of Testver. The id, share link, and pin state are preserved — only the spec values change. Takes roughly 30 seconds to a couple of minutes; the button shows “Regenerating…” and both Reload and Regenerate are disabled while it runs.
Delete	Trash	Opens a confirm dialog; on confirm the report is permanently deleted and you return to the catalogue.

Caution

Reload and Regenerate are different. Reload just re-fetches the same saved snapshot — the numbers do not change. Regenerate re-runs the AI against live data and overwrites the numbers. Use Regenerate when you want today’s figures; use Reload only to refresh the page state.

The dashboard grid and cell types

The report body is a 12-column grid of cells. The full-view page renders exactly the same ReportCard component used in chat, so what you see is identical. The four cell types are:

Section / cell type	What it shows
KPI tile	A single headline metric — a value with an optional unit, an optional delta (change vs a prior period), and an up/down/flat direction. The delta is coloured green or red depending on whether that direction is “good”. Default width: 3 of 12 columns (four per row).
Chart	A titled chart in one of six types: line, bar, stacked_bar, pie, doughnut, or horizontal_bar. Supports single-series data or multiple datasets, with colour schemes (vibrant, pastel, status, priority, severity). Default width: 6 of 12 columns (two per row). May include a hint line beneath.
Table	A titled data table with column headers and rows; numbers are right-tabulated. Shows “No rows” when empty. Default width: full (12 columns). May include a hint line beneath.
Markdown	A narrative note rendered from lightweight markdown — supports headings, bullet lists, bold, and inline code. Used for executive summaries and Go/No-Go recommendations. Default width: full (12 columns).

Each cell can override its width via a span value (clamped to 1–12). On narrow screens all cells stack to full width.

The report header and action bar

Above the grid, the ReportCard header shows the report title, an optional subtitle, and a Generated timestamp. To the right is an action bar:

Header action	What it does
Save (bookmark)	Saves an unsaved dashboard to your reports. Hidden once the report is already saved (and always hidden in the public read-only share view). Turns into a filled check-bookmark when saved.
Share / Revoke (share icon)	Creates a public share link (saving the report first if needed) or, when one exists, toggles a panel to view/copy/revoke it. Hidden in read-only share view.
Open full view (external link)	Opens the best available URL in a new tab — the public share URL if shared, else the /reports/view/<id> page, else the static HTML snapshot.
Download (download icon)	Downloads the HTML report. For saved or shared reports this uses the fresh-render endpoint so charts are always real inline SVG; the public share view uses the public render endpoint so anonymous viewers aren’t blocked.
Copy link (link icon)	Copies the interactive URL to the clipboard (share URL when shared, full-view URL when saved, HTML snapshot otherwise). Shows a green check briefly on success.

Downloading other formats

• From a report card (My Reports / Shared): use the format pills — html (always present, fresh-rendered) plus pdf, docx, xlsx, json when those files exist.
• From the full view header: the Download icon downloads the HTML report (filename <spec-id>.html).
• Owner-gated downloads append your auth token as a ?token= query parameter automatically, because a plain link can’t send an Authorization header — this is what lets the file open without a 401.

Note

Recurring email delivery (the Scheduled tab) supports only two formats end-to-end: HTML (the rich dashboard snapshot) and XLSX (a tabular export). PDF and DOCX delivery were dropped from scheduling even though those download pills may appear on a card when such files were generated at save time.

Related

• Reports overview — the screen and its four tabs.
• Shared tab — reports with a public link.
• Templates tab — quick-start presets.
• AI Assistant — where reports are generated, in Reporting mode.