> For the complete documentation index, see [llms.txt](https://docs.rootcause.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rootcause.ai/user-guide/reports.md).

# Produce Reports

Simulations produce findings. Reports package those findings into a document you can share — with an executive, a client, or a colleague who doesn't work in the platform.

RootCause reports are living documents. Charts and metrics stay connected to live data, so a report you build today reflects updated numbers tomorrow without manual edits. They also serve as an audit trail: by linking conclusions to specific Data Views, Digital Twins, and simulation runs, you document not just what you found but how you found it.

***

## Create a report

Open **Reports** in the top navigation bar and click **New report**.

<figure><img src="/files/qcGJIgAOj7eecfNE1IWR" alt="Reports home with the New report button and one report listed with a Ready status"><figcaption><p>The Reports home lists every report in the workspace with its owner and status. <strong>New report</strong> starts a draft.</p></figcaption></figure>

Two paths:

**Generate with AI** — describe the report in the text field (for example, "Causal analysis of churn drivers and the impact of service enhancement interventions") and type `@` to reference datasets, Data Views, or Digital Twins so the draft is grounded in that data. RootCause generates a structured report with an Executive Summary, section headings, and evidence-linked prose drawn from your workspace data.

**Build manually** — opens a blank editor. Build the report yourself using the editor toolbar.

<figure><img src="/files/7sM4b4wVwzia3TxzsYYF" alt="The New report screen on Generate with AI: a prompt field hinting to type @ to reference a dataset, data view, or digital twin, a Generate report button, and four suggested topics including Causal Drivers of Churn and Churn Segmentation &#x26; High-Risk Targeting"><figcaption><p>Generate with AI: describe the report, type <code>@</code> to ground it in your data, or pick one of the suggested topics drawn from the workspace.</p></figcaption></figure>

***

## The report editor

<figure><img src="/files/XhAcitc6JKpWj9iX2P1n" alt="The report editor showing a generated report titled Causal Drivers of Customer Churn and the Effectiveness of Service Interventions, with a formatting toolbar, Insert widget, Share, Export PDF and Save controls, a Contents outline on the right, and an Executive Summary whose key numbers are evidence links"><figcaption><p>A generated report in the editor. Sections are structured, the Contents rail tracks the outline, and the highlighted numbers are evidence links back to the underlying runs. The report can be edited freely after generation.</p></figcaption></figure>

The editor works like a modern document tool. Type to add text; use `/` to insert blocks:

* `/heading` — H1, H2, H3 for structure
* `/bullet` — bullet list
* `/quote` — block quote
* `/widget` — embed a live chart, KPI, or table from your workspace data

**Widgets** connect directly to Data Views and simulation results. A chart widget referencing a Data View updates automatically when the underlying data changes — no manual refresh or re-export needed.

**Mentions** — type `@` to reference workspace objects inline. `@Sales_2024` becomes a clickable link to that Data View; `@Q4_Simulation` links to a specific simulation run. Readers can follow the link to inspect the underlying analysis.

***

## Evidence and audit trail

For conclusions that will drive decisions, link them to evidence:

1. Select the text of a claim or recommendation
2. Click **Add Evidence**
3. Choose the source — Data View, Simulation, or Digital Twin
4. Select the specific object

The evidence link is embedded in the report. Readers can click through to verify the data behind each conclusion. This is what separates a report from a presentation: the reasoning is inspectable, not just asserted.

***

## Export and share

**PDF Export** — click **Export PDF** in the top right to generate a polished PDF snapshot. Suitable for sharing outside the platform with clients or leadership. The PDF is static — it captures the report at the moment of export.

**Within the platform** — click **Share** to control who can open the report. Add individual users or whole roles, each at **read** (view only), **write** (edit but not delete), or **full** (everything, including delete) access. The **General access** setting controls the report's share link: **Restricted** (only the owner and the people or roles added), **Workspace** (anyone with access to the workspace), **Organisation** (anyone in your organization), or **Anyone with the link** (no account needed). A new report starts Restricted. Anyone with access can view and navigate the evidence links.

***

## Suggested structure

Generated reports follow a standard pattern. For manually built reports, the same structure works well:

```
# Executive Summary
## Key Findings
## Recommendations

# Analysis
## Data Overview
## Causal Relationships
## Simulation Results

# Appendix
## Methodology
## Data Sources
```

Lead with conclusions — executives read the top. Provide supporting detail below for those who want it.