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Custom reports created with Reporting Agent

  • Updated

Use the AI-powered Reporting Agent to explore your program data and generate executive-ready custom reports directly within the platform.  

Note: Custom reports use AI-generated content and may contain errors. Always review the report for accuracy. Reports are generated only when unresolved findings exist within the selected timeframe. The report start and end date must be within a 365-day range.

On this page: 

About the Reporting Agent

Reports generated by the AI Reporting Agent include:

  • Data aggregated at the chosen data level (organization, workspaces and digital assets), for selected report settings. 
  • An AI-generated summary written in clear, user-friendly language. 
  • Accessible tables and charts designed for screen reader compatibility and leadership presentations.

Reporting Agent has the following capabilities: 

  • Working with reports: Explore your program data and generate reports. Refine them through back-and-forth dialogue with the agent instead of regenerating them from scratch. Stay in the platform, keep full control over the narrative, and never lose work. Export reports, share them with others, schedule automatic report generation, rename them, or remove them from the platform.
  • Conversational editing: Shape reports iteratively through a natural chat. Ask for changes and watch the report update in place.
  • Persistent reports and conversations: Reports and chat history are saved automatically. Return anytime to continue editing.
  •  Mid-stream control: Stop report generation at any point to redirect the Reporting Agent.

Generate a custom report

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

Quick tip: Reports can include data from both manual evaluations and automated scans. They contain visuals, charts and summaries, for your chosen report settings.  Configure the report settings, choose data sources, date ranges, data level, severities, and other settings. Then, ask a question or pick a predefined topic. Finally, generate the report.

To generate a custom report from the Program dashboard:

  1. Navigate to the organizational level. 

  2. Under Organization, select Program dashboard. 

  3. Select the Create a report button. A new page is displayed. 

  4. Select the Report settings link, and configure the settings: 

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

  5. In the Ask a question area, enter a question or topic. For example, to summarize what's been done so far, enter: What's my remediation progress? 

  6. Select the arrow-shaped Send button, or press Enter. A generated report is displayed in the Preview section of the screen. 

To generate a custom report from the Custom reports page:

  1. Navigate to the organizational level. 

  2.  Under Organization, select Custom reports. 

  3. 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.

  4. To generate a report, ask a question or pick a predefined topic: 

    1. Explore a predefined topics: Select one of the three topics: My open issues? What's new this month? My remediation progress?

    2. Enter a custom topic: In the Ask a question area, enter a question or topic you want to report on. 

  5. Select the arrow-shaped Send button, or press Enter. A generated report is displayed in the Preview section of the screen. 

Note: Reports and chat history are saved automatically. Return anytime to continue editing.
 
You can now edit, export, share, rename, schedule or remove a report.  You can also mark it as a favorite, or remove it from the Reports history.  

Edit a report 

You can refine a report and shape it iteratively through a natural chat. Ask for changes and watch the report update.

To edit an existing report: 

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. In the Reports history list, find and select report to open it. 

  4. If needed, modify Report settings. 

  5. In the Ask a question area, enter a question or topic. 

  6. Select the arrow-shaped Send button, or press Enter. A generated report is displayed in the Preview section of the screen. 

Note: If a report can't be generated because the requested data is not available, a message is displayed.  

Note: To stop refining the current report, and create a new report, select the New report link. 

Export a 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 Reports history list and locate the report you want to export. Note that you can search for the report by the report title. 

  4. Perform one of the two actions:

    1. From the Report title column, select the report (click the report link). The report is displayed. Select the Export as DOC link in the top right corner of the report. -or-

    2. 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 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 Reports history 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. 

Rename a report

When you rename a report, the new name is automatically updated everywhere the report is used (across Report History, exports, and for any associated schedules). 

Note: You can rename a saved report from multiple locations (the landing page, Reports History, or the chat page). 

To rename a report from the Reports History list: 

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the Reports history list and locate the report you want to rename. Note that you can search for the report by the report title. 

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

  5. In the Report name text field, enter the new name for this report.  

  6. Select Save changes. 

Schedule a report

A scheduled report is generated and delivered to your email automatically, so you don't have to remember to run it or log in to check on progress. Choose how often you want the report to be generated and sent (weekly, monthly, or quarterly).
Note: Each email includes a summary, reporting period, key metrics, top insights, a link to view the full report online, and, if its size does not exceed the server limit, the report as an attachment. This gives you a quick pulse on your accessibility program, and an at-a-glance signal on whether things are on track or need a closer look. Use it as a lightweight check-in to confirm progress, or to catch changes that need your attention early. 

You can schedule report generation from the landing page, Reports History, and the Reporting agent chat page.

To schedule a report from the Reports History list: 

  1. Navigate to the organizational level. 

  2. From the navigational menu, select Custom reports. 

  3. Review the Reports history list and locate the report you want to rename. Note that you can search for the report by the report title. 

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

  5. Define when the schedule starts and ends. Select the desired dates. 

  6. From the Cadence dropdown menu, select how often this report will be refreshed and sent to your email: 

    1. Monthly

    2. Quarterly

    3. Weekly

  7. Select Set schedule. 

Note: The report will be sent on the chosen Schedule starts date, with refreshed data. The report settings will not be affected.  

Mark a report as a favorite

 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 Reports history 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 Reports history 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 and monitor progress over time, to demonstrate 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. Go to Organization > Custom reports, and generate a report by selecting a predefined topic. For example, select one of the three predefined topics: My open issues? What's new this month? My remediation progress?

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 edited through a chat with the Reporting Agent, exported as a Word document, shared by email with platform users, favorited for quick access, and managed anytime from the Custom reports page.

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

No. The recipients still need the platform login credentials.

Q: I received an email about a scheduled report. It contained a link to the report but not the report attachment?

If the report exceeds the server's attachment size limit, the email will contain only a link to the report instead of the report file as an attachment. Use the link in the email to access and download the report.

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