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Custom reports

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Use the AI-powered Reporting Agent to generate executive-ready custom reports directly within the platform. Reports can include data from both manual evaluations and automated scans. They contain visuals, charts and summaries, for your chosen report settings. You can export them, share them, regenerate them, or remove them from the platform. 

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. The report start and end date must be within a 365-day range. 

On this page: 

Generate a custom AI 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 report.

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. You can export it, share it, regenerate it, or remove it from the platform. 
  • Data aggregated at the chosen data level, for selected report settings. 
  • Accessible tables and charts designed for screen reader compatibility and leadership presentations.

To generate 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. 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 perform these actions: 
  • Export report as DOC: Select the link in the top right corner of the report, and then download the generated report. 
    Share report:  Select the link in the top right corner of the report, add the recipient's email, and then select Share report. 

Export a generated report as a Word document

You can export a report in the .DOCX format.  The report is downloaded to your local computer. It includes narrative, charts, and data. You can edit it based on your style preferences or business needs and send it to non-platform users. 

Note: Level Access does not verify or validate any changes you make to the report.

 To export a report immediately after you generate it: 

  1. Generate a report. 
  2. Select the Export as DOC link in the top right corner of the report. The report is exported as a Word document and available in the Downloads folder on your computer.  

To export a report from the list of reports:

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the All reports list and locate the report you want to export. Note that you can search for the report by the report title. 

  4. From the Actions column, next to the report name, select Export. The report is exported as a Word document and available in the Downloads folder on your computer.  

Share a generated report

You can share a report by emailing it to platform users. The recipients must have platform login credentials.  

  To share a report immediately after you generate it: 

  1. Generate a report. 
  2. Select the Share report link in the top right corner of the report, and then download the generated report. 

To share a report from the list of reports::

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the All reports list and locate the report you want to share. Note that you can search for the report by the report title. 

  4. From the Actions column, next to the report name, select Share report. Enter Recipient name or email. 

  5. Select Share report. 

Note: You can also copy the link to the report, and then send the link by pasting it in an email or messaging application. 

Regenerate a report

You can regenerate a report with an updated title and timeframe, while preserving the original settings and prompt. The original report remains as is. 

To regenerate a report:

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the All reports list and locate the report you want to regenerate. Note that you can search for the report by the report title. 

  4. From the Actions column, next to the report name, select Regenerate. The Regenerate report dialog is displayed.     

  5. Enter New report title. 

  6. Select Start date and End date. 

  7. Select Regenerate. 

Note: The original report is preserved with its current title. A new report has a new title and timeframe. All the other settings (prompt, data level, source, severity, standard, testing tool, frequency) stay the same.

Mark a report as a favorite

You can view all reports on the Custom reports page. To keep frequently used reports on the top, mark them as favorites.

To mark a report as a favorite:

  1. Generate a custom AI report.

  2. From the navigational menu, select Custom reports. 

  3. Review the All reports list and locate the report you want to mark as a favorite. Note that you can search for the report by the report title. 

  4. In 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. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the All reports list and locate the report you want to share. Note that you can search for the report by the report title. 

  4. 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. 

  5. Select Yes, delete. 

Configure report settings

Before you generate a custom report, configure the report settings. The settings belong to two categories, General and Findings. 

Quick tip: Choose the report title. Filter by data frequency and timeframe, workspaces and digital assets, testing tools, sources, severity levels, and accessibility standards. This produces a more focused report that can answer more complex questions.

The following table lists the report 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

(Start date and End date)

Choose the Start date and End date for report generation. Together,  data frequency and timeframe, determine how the report data is organized.  

Note: You must choose the dates within a 365-day range.

Data level

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 specific workspaces and digital assets to include in the report. 

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 Findings > 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. 

Accessibility standards

Under Findings > Accessibility standards, select the standards  you want to  to include in the report. You have the following options: 

  • Select all
  • EN 301 549
  • Section 508
  • WCAG

WCAG version and conformance level

Under Findings > Accessibility standards, select WCAG. Then, select the WCAG version and conformance levels. 
 

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 custom 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 standards can I filter by?

 You can filter by WCAG (versions and levels), Section 508, and EN 301 549.

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 exported as a Word document, shared by email with platform users, regenerated with a new title and timeframe, favorited for quick access, and managed anytime from the Custom reports page.

Q: What happens to the original report when I regenerate a report?

The original report is preserved with its current title. A new report is produced; only the title and timeframe are updated. All the other settings (prompt, data level, source, severity, standard, testing tool, frequency) stay the same. 

Q: If I share a report, does the recipient automatically gets access to the platform?

No. The recipients still need the platform login credentials.

 

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