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Custom reports

  • Updated

Use the AI Reporting Agent to generate executive-ready custom reports directly within the platform—no downloads or data work required. Reports can include data from both manual evaluations and automated scans. They contain visuals, charts and summaries, for your organization, workspaces, and digital assets. 

Note: Custom reports use AI-generated content and may contain errors. Always review for accuracy. A report cannot be produced without accessibility findings data within the selected timeframe

On this page: 

What's included in the reports  

To create a report, you can type your question or explore predefined topics.

Reports generated by the AI Reporting Agent include:

  • An AI-generated summary written in clear, user-friendly language 
  • Accessible tables and charts designed for screen reader compatibility and leadership presentations
  • Data aggregated at the chosen organizational level (by workspace, or by digital asset within the chosen workspace)
  • Data from selected sources (all sources, from scans only, or from manual evaluations only)  

Thus, the AI Reporting agent enables consistent, accessible, and concise reporting.

Create a custom report 

Quick tip: Configure your report in Report settings, choose data sources, date ranges, data level, severities, and other settings. Then, ask a question or pick a topic on the left. Finally, select Generate a report.

To create a custom report:

  1. Log in to the platform. 

  2. Navigate to the organizational level. 

  3. Choose one of the paths to create a report.  

    1. Select Program dashboard, and then the Create a report button. 

    2. Select Custom reports, and then the Create a report button.

  4. Select Report settings. 

    1. Set General and Finding settings. Switch tabs to view all options or restore defaults.
    2. Click Save and close. To review, select Settings applied.

  5. In the Ask a question area, pick a tab:

    1. Your question: Ask the AI Reporting agent by typing your question, e.g., What's my remediation progress?
    2. Explore topic: Use a predefined topic:
      1. Remediation progress: Summarizes what's been done so far. Good for executive reports.
      2. Areas of opportunity: Stands for what remains unresolved. Plan what areas to target next based on severity. Good for team strategy.

  6. Select Generate report. 

AI Reporting Agent generates a response based on your report settings, and data you entered or chose. A generated report is displayed in the Preview section of the screen. 

Note: AI‑generated content may include inaccuracies. Always review the report for accuracy. Reports are generated only when unresolved findings exist within the selected timeframe.
You can now: 

Share a generated report

To share a report, you can:

  • Copy the content of the report, from the Preview section of the screen.

  • Take screenshots to include in your presentations or other materials.

Mark a report as a favorite

View all reports on the Custom Reports page. To keep frequently used reports at the top, mark them as favorites.

To mark a report as a favorite:

  1. Create a custom AI report.

  2. Go to Custom reports > All reports via the top left link or navigational menu.

  3. From the Favorite column, select the star icon next to the report name. 

Remove a report 

You can remove a report you no longer need. This action cannot be undone. 

To remove a report: 

  1. Go to Custom reports > All reports via the top left link or navigational menu.

  2. From the Actions column, next to the report name, select Remove. A confirmation message is displayed. You must confirm that you want to delete this report? 

  3. Select Yes, delete. 

Custom report settings

Before you generate a custom report, configure the report settings. The following table lists the report settings (General and Finding settings)

Report setting Details

Report title

By default, the title is prepopulated, and uses the following naming convention: Month Day Year -Company Report. For example, September 8, 2025 - Level Access Report. You can modify the report title, if needed. 

 Data Frequency

Select how the data will be grouped in the report. Choose one of the following options:  

  • Weekly

  • Monthly

  • Quarterly 

Timeframe

Choose a time range for report generation. Together, the two filters, Data Frequency and Timeframe, determine how the report data is organized. 

Note: AI Reporting agent can generate up to 12 snapshots. For example, if you select a monthly data frequency and a timeframe of the last 12 months, the platform will generate one snapshot per month — totalling 12. If you choose a weekly data frequency, you can select up to the last 12 weeks, resulting in 12 weekly snapshots.

All workspaces and digital assets

Select the scope of the report (by default, the entire organization is selected, with all the workspaces and assets that belong to it).  You can:   

  • Select a workspace. All digital assets for this workspace are included in the report. 

  • Select a digital asset within a particular workspace.

Testing tool

Under Findings, select a Testing tool:

  • axe-core 

  • equal-access

  • WAVE 

  • Access Engine

Source

Under Findings, select a Source (where your custom report data comes from):

  • Select all

  • Scans

  • Manual evaluations. 

Severity

Under Severity, select a severity level. This will group the findings by severity, and aid in more precise analysis and communication.

You can select all severities, which broadens the scope of the report, or a particular severity level, such as Critical, High, or Low. 

Note: Custom severities are supported. 
 

What can I ask the Reporting Agent?

Here are some example questions, based on Findings data. 

Category Example questions

Progress & Remediation

  • How many critical findings were resolved in the last 90 days across all digital assets?

  • Which digital assets improved conformance the most this quarter?

  • What is our current remediation rate for WCAG 2.1 Level AA findings?

Governance & Maturity

  • Which teams have the highest number of unresolved findings?

  • What percentage of evaluated pages meet our target conformance level?

Value & ROI Storytelling

  • What findings were resolved before our product launch?

  • How many issues were fixed since we started our accessibility program?

  • Which evaluations show the most improvement over time?

Severity & Risk

  • How many critical findings are still open across our portfolio?

  • Which digital asset has the highest concentration of high-severity findings?

Progress & Remediation

  • How many critical findings were resolved in the last 90 days across all digital assets?

  • Which digital assets improved conformance the most this quarter?

  • What is our current remediation rate for WCAG 2.1 Level AA findings?

FAQs about common reports

Here are the answers to some frequently asked questions.

 Q: How does the Reporting Agent differ from Ask Level AI?

Ask Level delivers fast answers for day-to-day data questions. The Reporting Agent is the strategic layer—where you build executive-ready narratives, monitor progress over time, and demonstrate accessibility return on investment (ROI) to legal, compliance, and leadership stakeholders.

Q: I can create a custom report by entering a prompt and asking a question. Can I still use the predefined topics?

Yes. From the Your question area, select Explore topics, and select the topic of your choice.  

Q: What data can the Reporting Agent access?

The Reporting Agent supports the Findings data only. Scores, projects, and tasks are not supported. Prompts outside this scope may not return complete or accurate results.

Q: What happens to reports after they are generated?

Reports can be saved from the generation flow, favorited for quick access, and managed anytime from the Custom reports page.

Q: Can I regenerate a report from a saved version?

No. You can open a saved report and work from it, or start a new prompt from scratch. Regeneration and export capabilities are planned for a future release.

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