Helpai copilotSave an AI Answer as a Report
Save an AI Answer as a Report
Save insightful AI answers as reports for future reference.
beginner· Updated 7/18/2026
When the AI CFO provides an insightful analysis, you can save it as a report. Look for the Save as Report button in the AI chat interface. After clicking it, enter a name for your report. The saved report will be accessible under Reports in the sidebar.
Step-by-step
- 1Identify a report-worthy answer
When the AI CFO gives a detailed analysis, consider saving it for future reference.
- 2Save the answer
Click the Save as Report button in the AI chat interface.
- 3Name your report
Enter a descriptive name for your report to easily find it later.
- 4Access your saved report
Go to Reports in the sidebar to view your saved reports.
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