Canvas Reports in SoterAI

Welcome to the SoterAI onboarding module on canvas reports. In this video, we'll walk through how reports are created and how you can edit, export, and manage them.

In SoterAI, most workflows automatically generate a report once all required inputs have been completed. These reports are created for you at the end of the workflow and appear immediately on the right-hand side of your screen.

If a workflow does not automatically generate a report, you can simply ask SoterAI to generate the output in a canvas report. SoterAI will create a structured, editable report based on the work you've just completed.

Editing Your Report

Once a report is open, you can edit the content in two ways. You can manually type and make changes directly in the document, or you can highlight a specific section and use the on-screen options to ask SoterAI to refine it. For example, you might ask SoterAI to simplify the language, add more detail, or check alignment with a specific regulation.

You can also continue working with the report through the chat window. If you do this, be specific about what you want added and where it should appear in the report. Clear instructions help SoterAI update the document accurately.

Exporting and Managing Reports

When your report is ready, you have several options for using it. You can export the report as a PDF or a Word document, or you can publish it to your data sources. Publishing a report adds it to your private knowledge base, allowing SoterAI to reference it in future workflows and analyses.

If you want to close the report, click the X in the top right corner. This does not delete the report. It simply minimises it into a tab that appears just above the chat window, so you can reopen it at any time.

Reports in SoterAI are designed to be living documents. You can revisit them, refine them, and reuse them as your work evolves.