> ## Documentation Index
> Fetch the complete documentation index at: https://docs.layest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting Agent

> Create consistent status, quarterly, sustainability, and legal-document reports from your Layest workspace data.

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:

<CardGroup cols={2}>
  <Card title="Status Report" icon="list-check">
    Summarize current progress, important developments, and next actions.
  </Card>

  <Card title="Quarterly Report" icon="calendar-range">
    Prepare a structured recurring update for a quarter.
  </Card>

  <Card title="Sustainability Report" icon="leaf">
    Organize sustainability information into a repeatable report.
  </Card>

  <Card title="Legal Documents Report" icon="scale-balanced">
    Summarize the relevant legal documents and supporting information.
  </Card>
</CardGroup>

## How reporting works

<Steps>
  <Step title="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.
  </Step>

  <Step title="Add supporting files">
    Include selected project files or attach additional Layest files and folders when starting the report.
  </Step>

  <Step title="Generate the report">
    The agent reads the configured information and prepares the report in the selected language and report format.
  </Step>

  <Step title="Review the result">
    Open the completed report in Layest, confirm that the message and figures fit the intended audience, and make any required edits.
  </Step>

  <Step title="Download or deliver">
    Every completed run stores a report record and creates a downloadable PDF. Optional external destinations can receive a copy.
  </Step>
</Steps>

## 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.

<Info>
  Configure the source once for repeatable reporting. Attached chat files and folders can still provide additional context for an individual report.
</Info>

## 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

## 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.

<CardGroup cols={2}>
  <Card title="Ask Finlay" icon="message-sparkles" href="/ai-assistant/chat">
    Start a report in natural language and follow its progress in the conversation.
  </Card>

  <Card title="Manage reports" icon="file-pdf" href="/data/files">
    Keep completed reports and generated PDFs organized in Layest.
  </Card>
</CardGroup>