> ## 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.

> ## Agent Instructions
> These docs contain multiple Speckle product experiences. For Speckle 2026.9, prefer /next/ pages for the topics and changes they cover. The navigation label Current does not override this version-specific precedence.
> Coverage under /next/ is incremental. Use Current documentation for unchanged topics and when a /next/ page says coverage is unavailable or explicitly refers you to Current. Do not infer a feature was removed from a missing page.
> Read the page-specific documentation status, applicability, affected guidance and replacement links in agent-only content. Impacted, changed and superseded apply only to the stated scope; they do not mean the entire feature is deprecated. Historical connector guides apply only to the legacy connector described.
> Match guidance to the customer's deployment version, model data format and connector. Respect plan, permission and compatibility restrictions. If an unknown version or data format changes the answer, ask a focused clarification; do not infer deployment version from the date alone.

# Create and share Intelligence Reports

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

Documentation set: Speckle 2026.9. Status: current. Authority: canonical for this version and the coverage on this page.

Applies to version 2026.9, from 2026-09; this is not a rollout date for every deployment.

Authoritative Speckle 2026.9 documentation for the topic covered here. For Speckle 2026.9, prefer this page over conflicting earlier guidance. Follow the linked pages in the other documentation version for unchanged topics and where this page says coverage is not yet available. Respect data-format, deployment, plan, permission, and compatibility limitations stated in the page.

<Note>
  This is 2026.9 documentation. Coverage here is incremental: a page exists only where 2026.9
  differs or is newly documented. For any other topic, switch to **Current** (2026.8 and earlier) in
  the version selector.
</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>

<Note>
  Reports and [Dashboards](/next/analytics/dashboards) are currently distinct products. Dashboards
  are available on all plans and are built manually; Reports are generated from an Intelligence Chat
  conversation and require Intelligence. How the two develop alongside each other is something we're
  actively working out — if you have a Dashboards workflow that shapes what you'd want from Reports,
  [we'd like to hear it](https://speckle.community).
</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?**

The toolbar also offers **Undo** and **Redo** for layout edits made in the editor. Undo does not
apply to AI turns — those changes land as a new edit state you can undo or discard.

**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.

### Properties panel

Clicking any element in the editor opens the **Properties** panel on the right. What you see depends on what is selected.

**Section** — Set **Title**, **Show title**, **Subtitle**, and **Show subtitle**. Drag the section
using the grip in its menu. Convert a plain section to a tabbed section with **Add tabs**, or add
another tab to an existing tabbed section with **Add tab**.

**Row** — Set **Height** (in pixels) to control how tall the row renders. A row can contain
multiple cells side by side.

**Widget** — Set a **Title** (required) and optional **Description**. For charts, you can also
switch the **Chart type** between bar, line, and scatter — available on AI-generated charts only,
not hand-authored ones. Chart **Labels** lets you rename what the chart shows (axis labels, series
names) without affecting the underlying values; leave a field empty to keep the original.

Use Chat on the report page to ask the AI to create or rewrite content — those turns spend AI
credit. Direct edits in the Properties panel do not.

## 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>


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