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Reports are exec-ready analyses — from recurring business reviews to ad-hoc deep dives. Each report includes metrics, charts, and written insights, all verified by Addison and shareable with your team.

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Creating a report

There are four ways to create a report:
  1. From the Reports page — click the create report button on the Reports page
  2. From a project — click Create in a project and select Report
  3. By executing a Playbook — run a reusable workflow that generates a structured report
  4. Through a chat thread — ask Addison to generate a report on a topic
Screenshot needed: Creating a report via the Create button
Report generation can take a while for complex analyses. You’ll see progress indicators as the report is built.

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What’s in a report

Reports contain a mix of written analysis, data tables, and charts. Each finding is backed by citations — references to the underlying data that support it. This means every claim in the report is traceable back to your data.
Screenshot needed: A report showing markdown, SQL table, and chart blocks

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Adding comments

You can add comments to any part of a report:
  • Text — highlight a section of text to open the comment box
  • Tables and charts — hover over the element and click the Add comment button
Screenshot needed: Adding a comment on highlighted text and on a table

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Follow-up questions

After reviewing a report, you can ask follow-up questions to dig deeper:
  • Tag Addison with @ in a comment to ask questions about a specific section
  • Ask in the chat thread — reference specific sections or findings you want to explore further

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Editing

To make changes to a report:
  • Request edits in chat — ask Addison to make changes to the report directly
  • Add comments to flag issues or request changes, then use /incorporate-feedback in chat to have Addison review and apply all open comments
Screenshot needed: Commenting on a report and using /incorporate-feedback

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Verification

Verification is an automated audit that checks the accuracy of a report across three dimensions:

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Running verification

  1. Open a report
  2. Click the Verify button
  3. Wait for verification to complete — progress is shown in a banner
Screenshot needed: Verification results summary showing citations, queries, and claims

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Verification results

Each dimension gets a quality rating after verification: The summary shows verified items out of total for each dimension, along with any issues and their severity (high or medium).

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Verification status

If you edit the report or add follow-up insights after verifying, the status becomes stale. Re-run verification to get an updated assessment.

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Sharing reports

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Publishing

Click Share then Publish to create a view-only link you can share with your organization. Viewers can sign in or create an account to access the report.
Screenshot needed: Share dialog showing Publish button and URL

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Exporting

Click Download PDF to export the report as a PDF file.
Screenshot needed: Download PDF button