You can have the Agent generate reports automatically after each iteration of the Mission, or you can edit reports manually before sharing. Reports can be exported to a specific cell of a Metric with the Text data type for use on a Board, so that Members without the permissions and access rights to run Missions can see Agent Mission reports.

Edit a report

Reports are a combination of text and charts that can be freely edited. They support rich-text formatting, allowing bullet points, headings, italics, and more.

You can see all completed Missions in the AI Agents screen:

1. In your Application, select Settings from the sidebar, and AI Agents.

2. Ensure Show/Hide History is toggled to show all Mission runs.

3. Select View output.

You can edit the text by typing directly in the page. Delete individual charts by selecting them and pressing the Delete key. You can also reorganize charts by simply dragging and dropping them into the desired position. Expand and update them and save the Temporary View. To access the formatting options, select some text to trigger the rich text toolbar.

Save your changes by selecting Save Report.

Share a report

When you configure a Mission, you can add a method for exporting your output in the final step. Currently the only method available is exporting to a Text Metric, with more methods coming soon.

1. Select + Add then Export to a Text Metric.

2. In the dialog that opens, select from the dropdown of Metrics with the Text data type in your Application. The selected Metric does not need to be AI-enabled.

   Note

   Ensure you have Rich Text Formatting switched on for the selected Metric, so that headlines, bullet points and bolds in the report are preserved.

    

3. Fields appear for you to define which cell to export to in that Metric. At present you can export to a single cell only, with functionality for multiple cells and multiple recipients coming soon. You can select a variable to export to, such as “Current month”.

4. Choose between two export modes:

   • Automatically export: every time the mission runs, the Report is exported automatically.

   • Don't export: trigger the export manually from the Report once you’ve edited and validated the content.