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The Report View in Cortex provides a structured interface to analyze and visualize processed data within records. Reports are automatically generated when a record is created and updated dynamically with manual modifications, such as replacing inputs, adding attachments, adjusting configurations, or any changes made through the Workflow Builder.

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Features

  • Automated Reports - Each record generates a report that summarizes data processing and workflow execution.
  • Analysis - Executes the workflow with the current inputs, processing data, applying rules, and generating outputs based on predefined logic.
  • Re-Analysis - Modify inputs and trigger re-analysis to update results based on new data.
  • Export & Printing - Download reports or print them directly from the interface.
  • Customization - The report UI (Output) is fully customizable within the Workflow Builder, allowing tailored data presentation with elements like tables, markdown, diagrams, icons, and structured layouts to enhance clarity and usability.

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How to Use Report View

  • Open a Record and navigate to its Report View.
  • Review the displayed analysis, including workflow execution details and structured output.
  • Click Edit Inputs to modify any data fields.
  • Click Analyze to run the workflow and generate a report.
  • Click Re-Analyze to update the report based on modified inputs.
  • Export or Print the report to save or share the report.