Data Agent

Data Agent saved reports

When the Data Agent gives you an answer worth keeping, save it as a report. Reports are shared with everyone in your organization. Anyone can reopen one later, re-run it against current data, or use it as the starting point for a new question.

In the app: Agents › Data Agent › Saved reports

Before you start

  • Saving, updating, renaming, and deleting reports needs the Read/Write role. Read Only members can open and re-run reports, but those buttons are disabled with the tooltip You need the Read/Write role to change reports.
  • Only the person who saved a report, or an organization Admin, can overwrite or delete it. Any Read/Write member can rename it.

Save a result

  1. With a result showing, click Save report above the tabs. It’s disabled when the result has no query behind it.
  2. Enter a Name (required, up to 250 characters). It starts as the question you asked. Add a Description if it helps.
  3. Check the What's saved section: the ontology, the connection, the question, and whether a chart preview is included.
  4. Click Save report. A toast confirms it.

A report stores the conversation that led to the result, the final SQL, and a snapshot of the chart. The chart snapshot is stored only for results of 500 rows or fewer. For bigger results the dialog says Chart preview not stored (result larger than 500 rows) and the report saves without it.

Note: A report saves the query, not a copy of the data. To see current numbers, re-run it.

Update a report you opened

If you opened a report, refined it, and then click Save report, the dialog asks what you want:

  • Update '<report name>' (the default) replaces the saved report with the new version. The button reads Update report.
  • Save as new report keeps the original and creates a new one.

Open, re-run, or ask a variation

Click Saved reports at the top of the Data Agent page. The list shows each report’s Name, Ontology, Question, Rows (with a chart icon when a chart preview is included), and when and by whom it was Saved.

[screenshot]
The Saved reports list with the Open, re-run, rename, and delete buttons on each row.

There are three ways back into a report, and they do different things:

Action What it does
Open Restores the saved conversation, chart preview, and SQL. Nothing runs: no database query and no AI.
Re-run (the refresh button, Open this report and run it now) or Rerun report Runs the saved SQL again and shows fresh rows. The AI isn’t involved, so the query is exactly the same each time.
Different timeframe… Puts “Run this report again, but for ” in the question box so you can ask a variation. This goes back through the agent, so use it when you want to change the question, not only refresh it.

While a report is open, a strip at the top of the page shows its name and when it was saved, with Rerun report and Different timeframe…. Close the strip with its close button when you’re done.

Rename or delete a report

Both are on each row of the Saved reports list.

  • The edit button opens Rename report, where you change the Name and Description. Click Save Changes.
  • The delete button removes the report after you confirm. This can’t be undone.

When a report can’t be opened

A report belongs to the ontology it was saved from. If that ontology no longer has a binding, Open and re-run are disabled with the tooltip This ontology no longer has a database connection binding — the report can't be opened. You can still rename or delete it. Bind the ontology again and the report works again.

If the specific connection the report was saved with has gone, a re-run uses the ontology’s default connection instead and tells you it did.