Viewing & Sharing Reports
Generated reports are listed in AI Reports and open full screen in the report viewer. From there you download, print, check how the report was made, share it or delete it.
The AI Reports List
Open AI Reports through search or the app's menu page for all reports. To see the reports of one instruction, use Reports on the instruction list, card or designer, or click the Reports count. The newest reports come first. You see the reports whose permission list gives you access; SUPER users see all reports (see Permissions).
| Column | Meaning |
|---|---|
| Title | The title the agent gave the report (by default the instruction description and the period). Click it to open the report. |
| Status | Queued, Generating (yellow), Completed (green) or Failed (red). See Statuses. |
| Instruction Code | The instruction the report was generated from. |
| Period Start, Period End | The period the report covers. |
| Started At, Generated At | When the run started and when the agent finished. |
| Generated By | The user who started the run. For scheduled reports, the job queue entry's user. For designed reports, the designer's user. |
| Tool Calls | How many data reads, graphics and writes the agent made. |
| Error Message | Why the run failed, when it did. |
| Summary | The agent's closing note: what the report shows and any data caveats. |
Hidden by default, available through Personalize: Entry No., Comparison Start, Comparison End, HTML Size (chars) and Model.
| Action | List | Viewer | What it does |
|---|---|---|---|
| View | ✓ | Opens the report in the viewer. Clicking the title does the same. | |
| Download | ✓ | ✓ | Saves the report as an .html file. |
| ✓ | Prints the report from the browser. | ||
| Generation Log | ✓ | ✓ | Shows how the report was made. |
| Generate Again | ✓ | Runs the report's instruction again in the background, for the period it resolves to today. | |
| Delete | ✓ | ✓ | Deletes the report (with confirmation). The viewer closes afterwards. |
| Permissions | ✓ | ✓ | Who may open this report (report owners only). |
| Instruction | ✓ | Opens the instruction the report came from. | |
| Refresh | ✓ | ✓ | Reloads, to follow a report in progress. |
| Instructions | ✓ | Opens the instructions list. |
The Report Viewer
The viewer shows the report across the whole page, with the report title as the page caption.
- A completed report is shown as written.
- A report still queued or generating shows a status page instead: status, start time, who started it, and a hint to use Refresh.
- A failed report with a partial page shows the page under a red banner: The AI wrote the page below before the generation failed. Its numbers may be incomplete., followed by the error. A failed report without a page shows the status page with the error.
The report runs in an isolated, sandboxed frame. It cannot reach the Business Central client, your session or its data. Reports are self-contained documents: the agent is not allowed to reference external scripts, stylesheets or fonts, so all styling is inline and charts are inline SVG drawings.
Downloading
Download saves the report as a single .html file:
- The file is named after the report title, with characters that are not allowed in file names replaced by
_, or AIReport-\ - It is self-contained: open it in any browser, on any device, without Business Central.
- Attach it to an email, store it in SharePoint or a document library, or print it to PDF from the browser.
- A report that has no content yet (still generating, or failed before writing) cannot be downloaded.
A downloaded file is a copy outside Business Central. Permissions and Reports to Keep no longer apply to it.
Printing
Print in the viewer opens the browser's print dialog for the report itself, without the Business Central page around it. Choose a printer, or Save as PDF to produce a PDF. The agent is told to make reports print-friendly, with page breaks before major sections. A layout request in the prompt or house style ("A4 landscape", "each section on a new page") is followed as well.
The Generation Log
Generation Log opens a readable transcript of the run:
- A header with the report number, status, start time, number of tool calls, and the provider and model.
- The error, if the run failed.
- The conversation:
- the request the agent received,
- each of the AI's messages,
- every tool call with its parameters: the SQL statements, financial report names and date filters, spreadsheet slicer values, chart data and edits to the page.
Use the log to:
- check where a number came from: the exact table, fields and filters,
- understand a failure: the last steps before the error,
- improve the prompt: copy the data sources the agent chose into the instruction, so every run uses them.
The data the tools returned is not stored in the log. A report saved from the designer has a one-line log naming who designed it and when.
Sharing
- Inside Business Central, share through permissions. A report's owner can add users, security groups or Everyone to the report's own permission list, even people who may not use its instruction. See Sharing a single report.
- Outside Business Central, download the
.htmlfile or print it to PDF, and send it on.
The Report Distribution print jobs distribute financial reports; they do not send AI reports.
Deleting Reports
A report can be deleted by:
- the user who generated it (also when that user only has Read Only access),
- an owner on the report's permission list,
- a SUPER user.
Deleting a report also deletes its permission list. Deleting an instruction deletes all its reports. Reports to Keep deletes older reports automatically after each run.