The Reports tab has three sections you can switch between using the tabs at the top of the page.
Reports
The Reports tab is the default view. It shows all generated reports as a list with the report name, who created it, the date range it covers, and a set of action buttons on the right.
The available actions depend on the report type:
- Edit: opens the report to let you update the AI-generated summary (PDF reports only)
- Download: downloads the report file to your computer
- View: opens the report in a new tab (PDF reports only)
- Delete: permanently removes the report
Use the search field to find a report by name, and the Filter and Sort controls to narrow down or reorder the list.
Templates
The Templates tab shows any saved report templates. A template stores your report settings, including the name, period type, selected units, and customization options, so you can reuse them when creating future reports.
Recurring report plans
The Recurring report plans tab shows any reports that have been configured to generate automatically on a set schedule.