> ## Documentation Index
> Fetch the complete documentation index at: https://docs.speckle.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and share Intelligence Reports

> Edit report layouts, change sources and knobs, use tabs, compare versions, and revoke share links.

<Note>
  This is 2026.9 preview documentation. Coverage here is incremental: a page exists only where
  2026.9 differs or is newly documented.
</Note>

A **Report** is a saved artefact under **Reports** in the project sidebar. Speckle Intelligence
**Chat** builds it from a conversation. The viewer sparkle does not create a Report.

Open the report to edit the layout, change sources and knobs, add tabs, compare versions, and share
a link. Viewing a report, or changing its interactive inputs, does not spend AI credit. Chat turns
that create or edit the report do.

For asking questions and building the first draft in Chat, see [Ask questions about your models with
Speckle Intelligence](/next/analytics/intelligence). This page covers the report after you save it.

<Note>
  Speckle Intelligence Reports are available when your workspace plan includes Intelligence. On a
  self-hosted server, they are available only on Speckle Enterprise Server. For deployment setup,
  see [Enterprise license —
  Intelligence](/developers/server/deployment/enterprise-license#optional-intelligence).
</Note>

## Create a report

In **Chat**, ask Speckle Intelligence to produce the analysis you want, then save the result as a
**Report**. The sparkle in the 3D viewer cannot create a saved Report.

Open **Reports** in the project sidebar to find saved reports. The breadcrumb reads **Reports**, then
the report name. If the report is missing, the page reads **Report not found.**

## Open and edit

Select a report to open it. Edits stay local until you save. There is no auto-save.

Use **Add** to insert **Chart**, **KPI**, **Table**, **Viewer**, or **Text**. With a section
selected, the widget lands in that section. Otherwise Speckle appends a new section. **Add** opens
Chat and pins the new block so the next message can target it.

The toolbar can show **Saving…**, **Unsaved changes**, **Saved**, or **Save failed**. Use **Save**
to keep changes, or **Discard**. Leaving with unsaved edits prompts **Leave without saving?**

**Share** stays disabled while the report is unsaved. The tooltip reads **Save or discard your
changes to share this report.**

The **⋯** menu (**More actions**) offers **Open source chat** when you created the report from Chat
and you are the creator, plus **Rename** and **Delete**. Delete cannot be undone.

In edit mode, select a section to open **Properties**. Set **Title**, **Show title**, and
**Subtitle**. Drag a section with the section menu grip. Use Chat on the report page for AI edits —
those turns spend AI credit.

## Change sources and knobs

Reports have two **Inputs** surfaces. Name them both.

### Source chips

The header strip reads **Inputs · N sources** (or **1 source**). Each chip shows a model, version,
project, and alias, or a data source.

When you can edit, open **⋯** on a chip for **Change version…** (dialog title **Change version —
{model}**), **Swap model…**, and **Revert to saved** when the working copy differs from the last
save.

### Section knobs

A section can show **Inputs (n)** with knobs such as a rate or occupancy. **Reset** restores each
knob to its saved default. A knob in one section can drive widgets in another.

Changing knobs does not spend AI credit. Ask Chat to create or rewrite the report if you need new
structure.

## Use tabs

A section can be **tabbed**. Each tab has its own row stack of widgets.

In **Properties** for that section, use **Add tab** or **Add tabs**. Those controls are not in the
widget **Add** menu. Rename a tab by editing its label inline.

## Compare versions

There is no separate **Version diff** button. Bind two source aliases — two versions of one model,
or two models — from the **Inputs** strip. Widgets and Chat can compare those aliases.

You cannot remove a source that a comparison widget still uses. Change the version on a chip to
retarget the comparison.

## Share and revoke a link

Select **Share** to open **Share report**. Access uses the same three rungs as Chat sharing:

* **Private** — only the owner
* **Project** — anyone in the project can open and view. The description reads **Anyone in {project}
  can open and view this report.**
* **Public** — a link anyone can open without signing in

Public links warn that anyone with the link can view the report — including the model data behind
its sections. Edits to the report update what the link shows and can read. No sign-in is required.

The public token is scoped to the versions the report's sources bind. Speckle shows the raw token
**once** when you create the link. Optional password and expiry apply at create time.

Turning project sharing off does **not** revoke public links. Those links are independent. Revoke a
public link from **Share report**, or from **Project settings** → **Tokens**.

If you are not the owner, the dialog reads **You're viewing a report someone shared. Only its owner
can change sharing.**

<Tip>Save before you share. Unsaved edits block **Share**.</Tip>

<Tip>
  Do not rely on switching the report to private to kill a public URL. Revoke the public link.
</Tip>

## FAQ

<AccordionGroup>
  <Accordion title="Does opening a report spend AI credit?">
    No. Viewing a saved report, or changing its interactive inputs, does not spend AI credit. Chat
    turns that create or edit the report do.
  </Accordion>

  <Accordion title="Can the viewer sparkle create a Report?">
    No. Only **Chat** in the project sidebar can build a saved **Report**. The sparkle answers
    beside the model. See [Ask questions about your models with Speckle
    Intelligence](/next/analytics/intelligence).
  </Accordion>

  <Accordion title="I turned off project sharing. Why does the public link still work?">
    Project visibility and public links are independent. Turning project sharing off does not revoke
    public links. Revoke the link from **Share report** or **Project settings** → **Tokens**.
  </Accordion>

  <Accordion title="Why is Share disabled?">
    Save or discard unsaved changes first. The tooltip reads **Save or discard your changes to share
    this report.** You also need permission to share.
  </Accordion>

  <Accordion title="Who can edit a report?">
    Editors with permission see **Add**, **Save**, **Discard**, and source **⋯** actions. Viewers
    can open the report and change knobs when inputs exist. Only the owner changes sharing.
    Non-owners see **You're viewing a report someone shared. Only its owner can change sharing.**
  </Accordion>
</AccordionGroup>