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How to Generate Project Reports Using the AI Agent

Updated yesterday
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The AI Agent can instantly generate long-form reports using your project’s data. These reports include summaries, progress updates, risk flags, and unit-level details.

How to Generate a Report

  1. Open the AI Agent panel in your project.

  2. Enter a report-focused prompt such as:

    • “Create a weekly progress report.”

    • “Generate a 30-day lookback summary.”

  3. Press Enter.

  4. The AI Agent will compile the report and display it in the response window.

What’s Included in AI-Generated Reports

Reports may contain:

  • Overall project status

  • Completed work

  • Work in progress

  • Delayed or at-risk areas

  • Unit-level details

  • Observational insights based on captured data

  • Direct links to floor plans or 360° views (when relevant)

How to Copy or Share the Report

  1. Highlight and copy the text or click the copy icon at the bottom of the screen to copy the entire response.

  2. Paste it into your preferred format:

    • Email

    • PDF

    • Meeting minutes

    • etc.

Tips for Better Reports

  • Clarify the time range: “last week,” “past 30 days,” “as of today.”

  • Add context to refine output: “Focus on structural work,” “Highlight delays,” “Include unit-level details.”

  • Ask follow-up questions to expand or refine sections.

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