Reports
Create and execute report templates with AI enrichment, data integrations, and scheduled generation.
Reports provide a templating and execution system for generating structured reports. Create reusable templates, configure instances with specific parameters, and execute them to produce artifacts.
How Reports Work
- Templates define the report structure, data sources, and AI configuration
- Instances are your configured copies of a template with specific parameters
- Executions produce artifacts that you can view and download
Report Types
| Type | Description |
|---|---|
| Gantt Chart | Project timeline visualization |
| Burndown | Sprint progress tracking |
| Sprint Completion | Sprint summary and metrics |
| Feature Summary | Feature status and details |
| Monthly Report | Monthly activity summary |
| Quarterly Report | Quarterly business review |
| Integration Activity | External tool activity report |
| Custom | User-defined report format |
Report Categories
Browse templates by category:
- Video & Audio — Media analysis reports
- Content Analysis — Content performance and insights
- Development — Code quality, sprint metrics
- Communication — Team communication analysis
- Business — Business metrics and KPIs
Creating a Report
Browse Templates
Navigate to Report Templates in the sidebar. Browse available templates in the gallery.
Create an Instance
Click on a template and then Create Instance. Configure:
- Name — Descriptive name for this report instance
- Parameters — Fill in template-specific parameters
- Data sources — Connect required integrations
- Schedule (optional) — Set up automatic generation
Execute
Click Run to generate the report. Execution runs as a durable workflow, so it survives interruptions.
View Artifacts
Once complete, view the generated report artifacts. Download them in your preferred format.
Template Configuration
Data Sources
Templates can pull data from connected integrations:
- MCP servers (Linear, GitHub, etc.)
- Workspaces with uploaded documents
- Agent outputs
AI Enrichment
Templates support Fabric AI enrichment:
- Strategy — How AI processes the data (summarization, analysis, etc.)
- Context — Additional context for the AI
- Variables — Dynamic values filled at execution time
- Auto-detection — Automatically identify relevant data points
Scheduling
Set up automatic report generation:
- Cron expression — Fine-grained schedule control
- Timezone — Generates in your timezone
- Frequency presets — Daily, weekly, monthly
Skills Attachment
Attach skills to report templates for enhanced capabilities:
- Open a template's detail page
- Go to the Skills section
- Attach relevant skills from the catalog
- Skills provide additional instructions for AI enrichment
Version History
Instances track execution history:
- View all past executions with timestamps
- Compare results across runs
- Archive old instances
- Restore archived instances
Creating Custom Templates
Build your own report templates:
- Click Create Template
- Define the structure:
- Name and description
- Type and category
- Output format (Markdown by default)
- Definition — Data sources, AI agents, sections, layout
- Parameters schema — Configurable fields for instances
- Required connections — Which integrations are needed
- Set the scope (Organization or Personal)
- Publish the template
Template Scopes
| Scope | Visibility | Editable By |
|---|---|---|
| System | Everyone | Read-only (built-in) |
| Organization | Org members | Org owners and admins |
| User | Only you | Only you |