Report Agent

Report Agent prepares complete reports from a request. First it plans what needs to be found out and, if you connect tools (web search, your knowledge base, your databases), it uses them to gather the information. Then it organises the report into sections according to the type you choose, writes each one, adds charts when there is data in tables and produces the final file.

The report is saved to the conversation and the answer includes the link to download it. You can also have it come out as a file to pass on to other components of the flow.

When to use it

Management wants a monthly executive summary of how the business is doing.
You need a market analysis of a sector before launching a product.
You want a project status report to send to the client.
You want to analyse the topics discussed in conversations with your customers and summarise them in a document.

Configuration

Field	What it does
Request	What you want the report to cover, usually connected from a Chat Input.
Report Title	The report’s title. If you leave it empty, a title based on the report type is used.
Instructions	Additional guidance: the points it must include, the approach or any data it must take into account.
Language	The report’s language, as its code: `es`, `en`, `fr`, `de`… Default: `es`.
Output Format	The file format: `PDF`, `HTML` or `Markdown`. Default: `PDF`.
Report Type	The type of report, which decides its structure and style. See Report types. Default: `technical_report`.
CSS Style	Optional. Your own style rules for how the report looks in `PDF` and `HTML`, for example your corporate colours and fonts. If you leave it empty, a default professional design is used.

Connection	What to connect
Model	The AI model that researches and writes, for example OpenAI or Anthropic.
Model Formatter	Optional. A second model to write and format the sections and charts. If you do not connect it, Model is used.
Tools	Optional. The tools the agent gathers information with. Without tools, the report is based on what the AI model knows and on what you write in Request and Instructions.

Report types

Type	What it is for
`executive_summary`	Executive summary: main conclusions, key insights and recommendations.
`technical_report`	Detailed technical report.
`research_report`	Research report on a topic.
`business_analysis`	Business or market analysis.
`project_report`	Status and progress of a project, with pending actions.
`conversation_report`	Analysis of the topics and information discussed in a conversation, with sections decided from your instructions.
`custom`	General structure: introduction, analysis, findings and recommendations.

Advanced options

Field	What it does
Max Report Sections	The maximum number of sections in the report. Default: 3.
Show Metrics Section	Adds a section at the end of the report with figures about the analysis itself. Default: on.
Enable Charts	Creates charts from the data in tables that appear in the report. Default: on.
Enable Binary data	Delivers the report as a file through the Report output, to pass it to another component (for example to email it or save it to storage). When off, the file is saved to the conversation and the output is a message with the link. Default: off.
Max Iterations	The maximum number of steps the agent can take for each report. Raise it if generation stops before it finishes. Default: 35.

Using it as an agent tool

You can connect this component to an agent’s Tools input. In the Tool tab, Tool Name and Tool Description are the name and explanation the agent uses to recognise the tool and decide when to call it: write a clear description of what it does.

Output

Report: with Enable Binary data off, a message with a short text from the agent and the link to the report file, which stays saved in the conversation. Connect it to a Chat Output. With Enable Binary data on, the file itself, ready for other components.

Example

A gym chain wants a quarterly report on sector trends for its management committee.

Connect an AI model to Model and a web search tool to Tools.
In Request write: Fitness sector trends in Spain over the last quarter.
In Instructions write: Include new training formats, average membership prices and moves by the main competitors.
Choose business_analysis in Report Type and leave Output Format on PDF.
Connect Report to a Chat Output.

The agent researches, writes the report and answers with the link to the PDF.

Good practices

The more specific Request and Instructions are, the more useful the report will be.
Connect tools that give access to current or in-house data if the report must reflect your real situation.
Check the report’s figures before sharing it.

Simple Report Agent: another report agent, designed to work in conversation.
Slide Generator Agent: turns a topic into a presentation.