Build report documents from snippets, export them to PDF, and generate them on a schedule via Scheduled Tasks.

Reports & automations

The Reports module is where your saved report documents live. A report is a stack of snippets — markdown notes, KPI blocks, tables, and charts — that you compose into a shareable document and export as PDF.

Important: GeoBubbles does not currently send recurring email reports to a list of recipients. There is no "weekly / bi-weekly / monthly" email cadence setting anywhere in the app. Reports are documents you build, view, and export — not emails that go out on a schedule. Email delivery for reports is on the roadmap (timing TBD).

How reports are created

There are two ways a report ends up in the Reports page:

Manually — you build the report yourself by adding snippets from across the app (for example, "Add to report" buttons on dashboards and tables push a metric, chart, or table into the report you choose).
From a Scheduled Task — when you create an automation in Scheduled Tasks, each run produces a fresh report document with the snippets the automation is configured to emit. These appear in Reports marked with a Bot indicator so you can tell them apart from manual reports.

Both kinds of report live in the same list and behave the same once created.

What's inside a report

Snippets you can add:

Markdown — free-form notes, commentary, or client-facing summaries (editable inline).
Metrics — KPI blocks (AIS, VS, SOV, TMR, etc.) with values and labels.
Tables — any tabular data captured from the app.
Charts — visualisations rendered from the underlying data.
Prompt fan-outs — generated sub-queries linked to a prompt, useful for documenting prompt research.

Snippets can be reordered (up / down), have their titles renamed, edited, or deleted individually.

Exporting

Each report has an Export PDF action. It opens a print-ready window with your title, the report's snippets rendered as HTML, and the browser's native print-to-PDF dialog. There is no server-side rendering or email step — the PDF stays on your machine until you share it.

Scheduled Tasks (automations)

If you want a report to refresh automatically, create a Scheduled Task. The task defines:

The data sources / prompts / sites it should pull from.
The snippets it should generate.
The cadence at which it runs.

Each successful run creates (or updates) a report in the Reports list. You then open or export it manually — the system does not email it out.

Notes

Reports are workspace-scoped and respect the same team permissions as the rest of the app (read-only teammates can view and export but not edit).
Deleting a report removes its snippets but does not affect the underlying data (prompts, runs, metrics) it was built from.
If you need stakeholders to see a report, export it to PDF and share the file, or invite them to the workspace as read-only team members.