Reports

The Reports workspace is for recurring business deliverables. Instead of writing SQL or manually assembling tables, you describe the outcome you need and Iara prepares the report plan, validates the first sample, and saves it for reuse.

In the current product structure, Reports is the high-level entry point. The detailed builder and review flows still exist behind the scenes, but users should think in terms of the reporting workflow rather than a technical content editor.

How Reports Work

Open Reports from the main navigation and describe what you need, for example:

• "Every Monday I need a leadership report with revenue, margin, top customers, and products that lost momentum last week."
• "Create an operations digest with delays, backlog, SLA risk, and team workload."
• "Compare revenue by channel, category, and customer segment for the last 30 days."

When you submit the request, Iara prepares a report plan behind the scenes:

What Iara prepares	What you review
A safe reusable query	Report name
Relevant datasets and metrics	Business summary
A report blueprint and sections	Recipients
A first sample output	Delivery cadence

You do not need to provide SQL, table joins, or field mappings.

Workspace Flow

The reporting workflow is designed around four steps:

1. Open the Reports workspace
2. Describe the business question or recurring deliverable you need
3. Review the prepared draft and sample output
4. Save the report for future runs or scheduled delivery

Starter prompts are available to help teams begin with common workflows such as executive summaries, revenue mix reviews, and operations digests.

What You Can Review Before Saving

After Iara generates the first draft, the page shows a business-facing review instead of technical configuration.

Prepared Report

This section lets you adjust:

• Report name
• Business summary
• Recipients
• Delivery schedule
• Preferred output formats
• Whether the report should stay active for scheduled delivery

If you leave the schedule blank, the report stays available for manual runs.

Report Blueprint

The blueprint explains how the report will be structured for the final reader. Depending on the request, it can include:

• Headline section
• Summary blocks
• Metric groups
• Detailed sections for follow-up review

Agent Notes

Iara also shows the business framing behind the report, including:

• Intended audience
• Business goal
• Suggested cadence
• Datasets selected
• Key metrics included

Sample Output

Before you save or distribute a report, Iara validates the plan and returns a first sample output. This helps you confirm:

• Whether the columns make sense
• Whether the row shape matches the audience's needs
• Whether the report should be refined before saving

Use Refresh sample any time you want Iara to regenerate the preview from the saved plan.

Saved Reports and Templates

Saved reports appear in the workspace so your team can reopen and refine them later.

Each saved report keeps:

• Current draft or active status
• Delivery settings
• Supported formats
• Last update time
• Last run time

Running Reports

Use Run saved report to execute a saved definition immediately.

Each execution creates a run record with:

• Status
• Row count
• Trigger source
• Downloadable artifacts when available

This makes it easier to support audits, reruns, and recurring operational use.

Output Formats

Reports can store preferred output formats as part of the saved definition.

Format	Current behavior
CSV	Generated and downloadable today
PDF	Can be marked as a desired output while rendering support is expanded
XLSX	Can be marked as a desired output while rendering support is expanded

Generated files are retained for 30 days, while the report definition remains saved so it can be run again later.

Best Practices

• Ask for an outcome, not a table
• Mention the audience when it matters
• Describe the decision the report should support
• Start broad, then refine after reviewing the first sample
• Leave scheduling blank until the report structure is correct

Reports vs. Ask

Use Ask when you want to answer a question quickly in conversation.

Use Reports when you need a reusable deliverable for leadership, operations, finance, or any other recurring audience.

Example Requests

• "Build a weekly executive summary for leadership with revenue, margin, and biggest changes."
• "Prepare a finance report for month-end close with billing totals, overdue customers, and collection risk."
• "Create a sales follow-up report showing leads without movement, aging opportunities, and owner workload."

info

No technical setup required: Reports are meant for business users. Iara handles the planning, validation, and reusable report structure behind the scenes.