Reports are exec-ready analyses — from recurring business reviews to ad-hoc deep dives. Each report includes metrics, charts, and written insights, all verified by Addison and shareable with your team.
Creating a report
There are four ways to create a report:
- From the Reports page — click the create report button on the Reports page
- From a project — click Create in a project and select Report
- By executing a Playbook — run a reusable workflow that generates a structured report
- Through a chat thread — ask Addison to generate a report on a topic
Screenshot needed: Creating a report via the Create button
Report generation can take a while for complex analyses. You’ll see progress indicators as the report is built.
What’s in a report
Reports contain a mix of written analysis, data tables, and charts. Each finding is backed by citations — references to the underlying data that support it. This means every claim in the report is traceable back to your data.
Screenshot needed: A report showing markdown, SQL table, and chart blocks
- Text — highlight a section of text to open the comment box
- Tables and charts — hover over the element and click the Add comment button
Screenshot needed: Adding a comment on highlighted text and on a table
Follow-up questions
After reviewing a report, you can ask follow-up questions to dig deeper:
- Tag Addison with @ in a comment to ask questions about a specific section
- Ask in the chat thread — reference specific sections or findings you want to explore further
Editing
To make changes to a report:
- Request edits in chat — ask Addison to make changes to the report directly
- Add comments to flag issues or request changes, then use
/incorporate-feedback in chat to have Addison review and apply all open comments
Screenshot needed: Commenting on a report and using /incorporate-feedback
Verification
Verification is an automated audit that checks the accuracy of a report across three dimensions:
| Dimension | What it checks |
|---|
| Citations | Are the data sources and supporting queries accurate? |
| Queries | Are the SQL queries valid and returning correct results? |
| Claims | Are the text claims in the report supported by the underlying data? |
Running verification
- Open a report
- Click the Verify button
- Wait for verification to complete — progress is shown in a banner
Screenshot needed: Verification results summary showing citations, queries, and claims
Verification results
Each dimension gets a quality rating after verification:
| Rating | Meaning |
|---|
| Good | All checks passed |
| Needs work | Some checks failed — review flagged items |
| Poor | Significant issues found |
Verification status
| Status | Meaning |
|---|
| Unverified | No verification has been run |
| Verified | All checks passed |
| Needs review | Some checks failed |
| Stale | Report content changed since last verification |
| In progress | Verification is currently running |
If you edit the report or add follow-up insights after verifying, the status becomes stale. Re-run verification to get an updated assessment.
Sharing reports
Publishing
Click Share then Publish to create a view-only link you can share with your organization. Viewers can sign in or create an account to access the report.
Screenshot needed: Share dialog showing Publish button and URL
Exporting
Click Download PDF to export the report as a PDF file.
Screenshot needed: Download PDF button