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Reports

The Reports section under Analytics stores and organizes document-based reports generated by AI agents during ticket work. You can browse all reports, filter by category, preview content inline, and add new reports from files attached to any ticket.

Viewing Reports

Navigate to Analytics > Reports in the left sidebar.

Reports list

The list shows every registered report. Use the Compliance and Security tabs at the top to filter by category. Each row shows the report name, its source, the entity (ticket) it came from, and the file path on disk.

SOC 2 report row highlighted

Click any report name to open a full inline preview.

SOC 2 report preview

Adding a Report

Reports are sourced from files that an agent deposited into a ticket during its work. To register a file as a report:

1. Click Add

Click the Add button in the top-right corner of the Reports list.

Add button

The Add Report Files modal opens. The Source field defaults to Ticket.

Add Report Files modal

2. Select the ticket

Click the Ticket dropdown and type part of the ticket name to search. Select the ticket whose files you want to browse.

Ticket search dropdown

3. Browse files

Once a ticket is selected, the modal displays the agent's working directory. Expand folders to navigate to the file you want to add. The Report column shows a badge on any file that has already been registered as a report.

File browser with canvas-documents expanded

4. Open the file menu

Click the icon on the row of the file you want to add, then select Add to Reports.

Kebab menu open on file row

5. Enter report details

The Add to Reports dialog appears, pre-filled with the selected file name. Enter a Name for the report and, optionally, a Category. The category determines which tab the report appears under on the Reports list.

Add to Reports dialog — empty
Add to Reports dialog — filled in

Click Add to save the report.

Viewing the New Report

After saving, the report is immediately available in the Reports list. Click the tab that matches the category you entered to filter the view.

Reports list — Security tab

The new report appears in the list.

New report highlighted

Click the report name to open the inline preview.

New report preview

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