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. You see the reports you saved; an admin also sees reports saved while sign-in was switched off, which belong to the workspace rather than to one person.

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	Toggles favourite state. Tooltip reads Pin or Unpin.
Share button	Top-right	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	Opens a confirmation dialog to permanently delete the report.
Template badge	Metadata row	A small brand-coloured pill with the id of the template that produced the report (for example qa_daily), when it came from one.
Shared indicator	Metadata row	”Shared · N views” when a public link is active, with its expiry date if it has one. Hover it for when it was last opened.
Updated date	Metadata row	The report’s updatedAt date, localised.
Download pills	Below metadata	HTML, PDF, DOCX and XLSX — HTML opens the report as a page in a new tab; the others download a file. Every format is built fresh from the saved report when you click, so the file always matches the report as it is now.
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.

The Pin, Share and Delete buttons appear when you hover a card with a mouse; on a touch screen they are always shown. They need the Tester role or higher — a Viewer can open and download reports but not change them.

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.

Clicking Delete on a card asks first:

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.

Regenerate and Delete need the Tester role or higher.

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.

Note

Regenerate only reads. The refresh runs on your behalf with the read-only analytics tools and nothing else — it cannot edit files, run anything, send email or change test management data. It is given the report’s layout (titles, chart types, table columns), not its old values, and has five minutes to produce the new dashboard.

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 change (delta), and an up/down/flat direction. The change uses the KPI’s own unit (“+2.1%” for a rate, “+3” for a count); its direction comes from its sign when none is given. It 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). Long labels are shortened on the axis and shown in full in the tooltip. Default width: 6 of 12 columns (two per row). May include a hint line beneath.
Table	A titled data table in the chat’s table style, with column headers and rows; plain numbers are right-aligned and statuses (passed, failed …) show as coloured pills. 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).

A KPI tile with its change, and a chart:

A table and a narrative (markdown) note:

Each cell can override its width via a span value (clamped to 1–12). The grid follows the width of the card: when the card is narrow (a split chat column, a phone), KPIs pair up two across and every other cell goes 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. Once saved it shows as a filled check-bookmark and is disabled. Saving the same dashboard again (for example after reopening the chat) updates the saved report rather than making a copy. Hidden in the public read-only share view.
Share (share icon)	Opens a small panel: choose when the link expires (Never, 7, 30 or 90 days) and click Create link (the report is saved first if needed). When a link exists, the same icon shows the link with Copy and Revoke, and its expiry. 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 HTML snapshot (signed-in users only).
Download (download icon ▾)	A menu: HTML page, PDF, Word (.docx) and Excel (.xlsx). Each is built from the dashboard as shown. On the public share page the same menu works without an account.
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.

What each download contains

Format	Contents
HTML	The dashboard as a standalone page, charts drawn inline. Opened in the browser, it is shown in a sandbox: it can’t run scripts.
PDF / Word	The KPIs as a table, each chart drawn (print colours), each table as a table, and the narrative text.
Excel	A Summary sheet with the KPIs (value, unit, change, note), one sheet per table, one sheet per chart holding its numbers, and a Notes sheet with the narrative.

Downloads are rendered when you click and are not kept on the server.

Related

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