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Reports

A report is a document built from a sheet: metrics, charts, tables, and prose, frozen at the moment it was generated. Where a sheet answers "what is the data", a report answers "what did the data say on Monday", and keeps answering it even after the sheet moves on.

What goes in a report

Reports compose five components:

ComponentWhat it shows
MetricOne number with a label, like "412 qualified leads".
StatsA row of related metrics.
ChartBar, line, area, or pie over sheet data.
Data tableRows with optional inline bars, dot scales, and rank-by sorting.
CalloutA highlighted note in the narrative.

Each component snapshots up to 500 rows from the sheet. Reports cite, sheets store. A report is meant to carry the summary and link back to the sheet for the full data.

Versions freeze the story

Regenerating a report creates a new version. Old versions keep their frozen data, so "the numbers we reported last week" is a version you can open, not an argument. This is the same point-in-time discipline sheets apply to rows, applied to reporting.

Deliver by email

A report chain can end with email delivery to up to 20 recipients. Combined with a schedule, that is a self-updating weekly report: rebuild from the sheet, freeze the new version, send it. Nobody pastes numbers into a document on Friday afternoon.

Author with an agent

Reports are generated, not hand-assembled. Describe what you want ("a report on this quarter's pipeline by industry, with a chart of leads per week") to the in-app agent or any connected agent, and it builds the components from the sheet. See Work with AI agents.

Next steps

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