What it does
A report is the deliverable version of an answer. Instead of a chat transcript, you get a titled document with sections, tables, charts, and callouts, where the figures are the same traceable numbers you saw in the conversation. Reports are built by the Assistant, then live in Reports, where you can read them, publish a version for everyone to see, and step back through their history.Creating a report
Reports are created from a chat, so start in the Assistant and ask for one, for example “Build a monthly expense report by department.”1
Choose how to start
The Assistant asks whether it should draft the report for you or give you a blank page to build up section by section.
2
Say who it is for
If you asked for a draft, you pick the audience, such as CFO and finance leadership, the board, cost-center owners, or your finance team, or describe the audience in your own words. The proposed sections adapt to your choice.
3
Confirm the sections
You get a checklist of proposed sections with a one-line description each. Tick the ones you want, add up to four of your own, then choose Draft the report.
4
Watch it get written
The report opens in a panel beside the chat and fills in one section at a time, so you can read it as it comes together.
A report can hold up to 12 sections. If you confirm more than that, the Assistant tells you which ones it left out so you can add them afterwards.