Reports

Overview

Reports are part of the Knowledge Graph. They turn contract data into repeatable tables when you need a saved view of documents, clauses, attributes, or custom fields that can be rerun as your corpus changes.

You can create reports from the Knowledge Graph, from the Workspace, or by asking the Agent for a structured table. Saved reports can be opened in the Workspace viewer, exported, and reused in dashboards.

What reports are for

Reports are useful for questions such as:

• "Which customer agreements expire in the next 90 days?"
• "Show NDAs with governing law, forum, term, counterparty, and renewal notice period"
• "List clauses where the liability cap is below fees paid in the last 12 months"
• "Create a clause-level report of non-solicit provisions and durations"

Reports can use document rows, clause rows, or attribute rows depending on the level of detail you need.

Report columns

Report columns can come from:

• Built-in document fields such as name, type, parties, matter, lifecycle stage, and dates
• Extracted attributes such as governing law, term, notice period, monetary caps, and locations
• Clause signals such as clause class, clause text, and clause-level attributes
• Custom fields created in the Knowledge Graph
• Prompt columns for one-off extraction or analysis fields

For clause-level reports, choose whether the report should return the best matching clause, all matching clauses, a count, an existence check, or min/max values where applicable.

Filters and scope

Use filters to control which documents or clauses appear in a report:

• Document type
• Matter
• Party or counterparty
• Text search
• Clause class
• Attribute values
• Custom field values
• Confidence thresholds

Reports can target documents by filter, by explicit selection, or by a hybrid of both.

Running and exporting

Run a report to refresh its values against the latest document data. Reports can be exported as CSV or XLSX.

When the Agent creates a report in the web UI, large results appear as an interactive table with sorting, filtering, pagination, and export controls. When the Agent returns a report over email, the reply includes an inline preview and attaches the full CSV.

Saved reports

Saved reports keep their query, filters, columns, and row scope. You can reopen a saved report from:

• Knowledge Graph > Reports
• Workspace > Explorer > Reports
• A direct report link such as /knowledge-graph/reports/{viewId}

Saved reports can also power dashboard widgets, so operational metrics stay tied to the same underlying report definition.