# Reports, decks and sharing

> Reports, decks and dashboards the agent builds from your data: publishing and revoking a link, download formats and schedules.

Ask for the output you need and the agent builds it from the analysis.

## What you can build

| Output | Ask for it like this |
|---|---|
| **A chart** in the chat | *"Chart one-star reviews by week for the last six months, split by store."* |
| **A report** | *"Write this up as a report for our head of operations: findings first, then the evidence."* |
| **A deck** | *"Turn these findings into a short deck for the leadership meeting."* |
| **A dashboard** | *"Build a dashboard of contact reasons, resolution and predicted CSAT, filterable by channel."* |
| **The underlying rows** | *"Give me a CSV of the conversations behind this chart."* |
| **A plan you can rerun** | *"Turn what we just did into an analysis plan I can run every month."* See [Analysis plans](/agent/analysis-plans). |

Reports, decks and dashboards are built as interactive web pages with your data inside them. Dashboards here are pages the agent builds for you; the old Dashboards screen has been retired.


## Where outputs are saved

Everything the agent builds is saved in your project:

- **Finished deliverables** (reports, decks, dashboards) go into the project's **Final Reports** folder.
- **Working files**, such as a CSV of rows, a plan or chart files, go into the project's files.
- **To find them**, open the **File Manager** from the message box. If you can't find something, ask *"Where did you save the report?"*

## Download it

You can download an output as HTML, PDF, PowerPoint (PPTX) or Markdown (MD), among other formats. Ask for the format you need, for example *"Give me this report as a PDF"* or *"Export the deck as PPTX"*, then download the file from the **File Manager**.

## Share it

Publishing a report, dashboard or deck to **Artifacts** gives it a link anyone can open, inside or outside your company.

### Publish to Artifacts

From the agent:

1. Open the **File Manager** from the message box.
2. Find the file. Finished deliverables are in **Final Reports**.
3. Select the button that saves the file as an artifact.
4. Copy the link and send it.

Or open the **Artifacts** page in the app's left navigation and publish from there.

### Revoke a link

A shared link can be revoked. Open the artifact on the **Artifacts** page and revoke its link. Anyone who opens the old link after that can no longer see it.

:::caution[Check before you share]
Anyone with the link can open the artifact, and reports often quote customers. Before you publish, read the quotes and remove anything that could identify a person, such as a name, email address or phone number. Ask the agent: *"Check this report for personal information before I publish it."*
:::


## In your brand

To get your colors, fonts and layout, add **report execution guidelines** to the project (a short file on how reports should look), or attach an example report or deck and ask the agent to match it. See [Projects and standing instructions](/agent/projects-and-instructions).

## Start from a shape

To start from a known structure, ask for it: *"Build this as a one-page executive summary"*, *"Use the same sections as last month's report"*, or attach a template and ask the agent to follow it. You can ask for any other shape afterwards.

## Run it on a schedule

The agent can schedule recurring work, such as a weekly digest or a monthly report.

1. **Start from a plan.** Pair the schedule with an [analysis plan](/agent/analysis-plans) so each run has the same shape and the results compare.
2. **Ask for the schedule, with a time zone.** *"Run this plan every Monday at 8am Pacific."* The agent's clock runs on UTC, so always say which time zone you mean.
3. **Find the results** in the project's **Final Reports** folder, like any other run.
4. **Check or stop it** by asking the agent: *"Which scheduled runs does this project have?"* or *"Stop the Monday digest."*

Your data has to be up to date for a scheduled run to see it. A live integration is enriched every day; a file you upload needs a [backfill](/dimensions/backfill) before its Dimensions appear in the next run.