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The Reporting Agent turns selected workspace data into polished reports that are ready to review, download, and share. It helps teams replace repetitive copy-and-paste work with one consistent reporting process. Choose the report worker that matches your audience:

Status Report

Summarize current progress, important developments, and next actions.

Quarterly Report

Prepare a structured recurring update for a quarter.

Sustainability Report

Organize sustainability information into a repeatable report.

Legal Documents Report

Summarize the relevant legal documents and supporting information.

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How reporting works

1

Choose the source

In Setup, select the project or Data Collection records the agent should use. This required source keeps every report grounded in the right workspace information.
2

Add supporting files

Include selected project files or attach additional Layest files and folders when starting the report.
3

Generate the report

The agent reads the configured information and prepares the report in the selected language and report format.
4

Review the result

Open the completed report in Layest, confirm that the message and figures fit the intended audience, and make any required edits.
5

Download or deliver

Every completed run stores a report record and creates a downloadable PDF. Optional external destinations can receive a copy.

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Your Setup page

The Reporting Agent keeps the essential choices visible:
  • Project or Data Collection source is required.
  • Report record is included and stores the completed report in Layest.
  • Report PDF is included for a downloadable version.
  • Schedules are optional for recurring status, quarterly, and sustainability reports.
  • External destinations are optional for delivery outside Layest.
  • Ready to run appears once the required source has been selected.
Configure the source once for repeatable reporting. Attached chat files and folders can still provide additional context for an individual report.

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Prepare a useful source

The best reports start with clean, relevant information. Before the first run:
  • choose the project or collection your team already maintains
  • include fields that explain performance, milestones, risks, and next steps
  • confirm the latest records are published
  • add only files that help the intended audience
  • use clear labels that a reviewer will recognize

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Work with Finlay

You can start a report from the agent or ask Finlay to create one. When you work inside a configured Reporting Agent, the Setup source remains authoritative. Finlay can add attached files as extra context without silently changing the saved setup.

Ask Finlay

Start a report in natural language and follow its progress in the conversation.

Manage reports

Keep completed reports and generated PDFs organized in Layest.