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Reports

Read every number and column on Reports and preserve the evidence scope behind exported files.

What you see on Reports

Reports is the project file history for saved exports. The three cards show all report export records, CSV records, and PDF records for the project. CSV Reports equals records whose stored format is CSV; PDF Reports uses the same rule for PDF. The total can include another supported format if one is added, so do not assume it must always equal CSV plus PDF.

Report History displays the 25 most recent records. The cards count the full project history, while the table is deliberately limited; a larger card count than visible rows is expected and does not mean files are missing.

File metadata and status

Column Meaning
Filename Generated storage name for the export.
Report type The source report or section converted to a readable label.
Format Stored export format such as CSV or PDF.
Status Whether file generation completed is pending or failed.
Generated at Stored generation timestamp shown as a date or a dash when unavailable.
Size Stored byte size converted to a readable unit; it is not row or answer count.
Generated by Member name or System when no user is attached.

How reports enter the history

Exporting Overview or a supported detail section creates a project report record. A generated record receives a Download link. Pending or failed records do not present a valid generated file as evidence. Creating another export produces another historical record rather than changing the data inside an older file.

A report captures the applicable project and filter parameters at generation time. It does not automatically refresh when later runs complete, aliases change, products are rescanned, or filters are edited in the browser.

Share a reproducible report

Record the report owner and intended decision so recipients know when the exported evidence should be reviewed or replaced.

Keep a short scope note beside each file explaining which evidence links a reviewer should open. A saved report is easiest to trust when another account member can reconstruct its filters and distinguish its generation date from the latest available monitoring date.

  • Include date range, providers, markets, topic, tags, models, and any answer or source filters.
  • State completed response count and whether any included run partially failed.
  • Explain that percentages use the filtered completed evidence, not every configured prompt.
  • Keep the original filename and generation date when circulating a copy.
  • Regenerate rather than presenting an old export as current after material setup changes.