Use Reporting Agent to generate custom reports

Reporting Agent is an AI-powered reporting feature in the Level Access Platform. It turns your accessibility program data into stakeholder-ready summaries, structured tables, and visual charts. You can use it to demonstrate progress, track remediation, evaluate remaining risk, and create updates for leadership.

Note: Custom reports use artificial intelligence to synthesize program data. Always review the data and generated text for accuracy before presenting findings to external stakeholders.

On this page:

• Access and permissions
• Problems Reporting Agent helps solve
• Access Reporting Agent
• Schedule recurring email reports
• What data Reporting Agent can access
• What Reporting Agent can and cannot answer
• Review and refine report results
• Related resources

About Reporting Agent

Reporting Agent helps you analyze accessibility program data without building manual spreadsheets. Through open-prompt questions or guided topics, you can ask questions about your findings in everyday language. The agent retrieves the relevant records, calculates totals, and drafts an executive-ready report in seconds.

Each generated report includes three core components:

• Executive summary: A narrative overview highlighting key achievements, areas of concern, and recommended priorities.
• Structured data tables: Detailed breakdowns with sortable metrics, severities, and finding counts.
• Visual charts: Accessible charts designed for presentations, stakeholder check-ins, and screen reader compatibility.

Access and permissions

Reporting Agent is available across primary platform packages and security roles:

Problems Reporting Agent helps solve

Reporting Agent supports key reporting workflows across your digital accessibility journey:

• Understand program health: Get an instant snapshot of open findings, critical issues, and historical testing activity.
• Demonstrate progress over time: Prove the business value of remediation by comparing resolution rates and finding trends across months or quarters.
• Track remediation efforts: Identify unresolved issues, verify which teams are closing findings, and monitor remediation velocity.
• Identify risks and opportunities: Pinpoint digital assets that need immediate attention.
• Compare program areas: Benchmark performance across different digital properties, business units, or automated versus manual testing sources.
• Prepare stakeholder updates: Generate polished summaries for executive leadership meetings, quarterly business reviews (QBRs), and board presentations.

Access Reporting Agent

To navigate to Reporting Agent and begin creating custom reports:

1. Sign in to the Level Access Platform.
2. Select your organization from the top navigation menu.
3. Under the left navigation sidebar, select Custom reports.
4. Select Create report.
5. In the report settings panel, select the organization, workspaces, or digital assets, timeframe, severity levels, and finding sources.
6. In the prompt box, enter your reporting prompt, or select Explore topics to select pre-built prompts. For prompt formulas and copy-ready examples, refer to Reporting Agent prompt guide and examples.
7. Select Generate report.

Schedule recurring email reports

Once you generate a report and prompt structure that meets your ongoing needs, you can schedule it to run automatically on a recurring cadence. A scheduled report is generated and delivered to your email automatically, providing an ongoing pulse on your accessibility program without having to manually log in and re-run reports.

Each email notification includes:

• A high-level summary of program performance.
• The active reporting timeframe.
• Four key accessibility metrics.
• Up to three top insights.
• A link to view the interactive report online in the platform.
• The complete report as an attached Word document (when the file size is within email server limits).

Note: Scheduled runs automatically regenerate the report for the next applicable timeframe based on your selected cadence. Your chosen scope, digital assets, and filter settings remain intact.

How to schedule a custom report

You can schedule report generation from three locations: the Custom reports landing page, the Reports history list, or directly inside the Reporting Agent chat page.

To schedule a report from the Reports history list:

1. Navigate to the organizational level.
2. From the navigation menu, select Custom reports.
3. In the Reports history list, locate the report you want to schedule. You can search by report title if needed.
4. In the Actions column next to the report name, select Schedule. The Schedule report dialog is displayed.
5. Define when the schedule starts and ends by selecting your desired dates.
6. From the Cadence dropdown menu, select how often this report will be refreshed and sent to your email:
   • Weekly
   • Monthly
   • Quarterly
7. Select Set schedule.

The report will be sent on the chosen Schedule starts date with refreshed data. If needed, you can return to the Reports history list at any time to edit or delete the schedule.

What data Reporting Agent can access

Reporting Agent connects directly to your platform data repository within clearly defined boundaries:

What Reporting Agent can and cannot answer

Understanding the boundaries of Reporting Agent helps you set expectations and ask answerable questions.

What it can answer

• Questions about finding volumes, severity distributions, and status changes.
• Historical comparisons between different evaluation dates within the past 12 months.
• Comparisons across multiple workspaces or digital assets selected in the report configuration.
• Summaries of common accessibility violations and affected WCAG success criteria.
• Progress metrics for resolved findings across designated workspaces and assets.

What it cannot answer

• Finding-level duration or resolution time: Reporting Agent cannot determine how long specific types of findings take to resolve. Use the Ask Level tool for finding-level inquiries.
• Conformance scores and project task tracking: Reporting Agent currently analyzes findings data only. It does not calculate overall digital asset conformance scores, nor does it track Project and Task assignments or third-party ticket syncs.
• Legal conclusions or compliance guarantees: Reporting Agent cannot provide legal opinions or certify regulatory compliance. Accessibility reports reflect observed technical findings.
• External or inaccessible data: The agent cannot answer questions using data outside the platform, external websites, or workspaces outside your permission boundaries.
• Questions without open findings: Custom reports require active findings within the selected timeframe to generate analytical summaries and visual charts.

Review and refine report results

After Reporting Agent completes your report, review the output carefully before sharing it with your team.

Chat generation status indicators

The Chat panel displays inline status messages so you always know what the system is doing:

Best practices for reviewing reports

1. Verify configuration settings: Check the header banner to confirm the date range, workspaces, digital assets, severities, and finding sources match your intended scope.
2. Check supporting tables: Cross-reference narrative numbers against the structured data tables to ensure consistency.
3. Refine broad responses: If a report is too general, use follow-up prompts in the chat panel to drill down into specific severities, rules, or teams.
4. Validate before sharing: Review high-impact metrics before using report summaries in board decks, compliance filings, or QBR presentations.
5. Manage and schedule: From the report header, you can export the report as a Word document, rename the report, mark it as a favorite, or schedule automated weekly, monthly, or quarterly email delivery.