Reporting Agent prompt guides and examples

Reporting Agent generates focused, accurate accessibility reports when your prompts include clear context and structure. Use the five-part prompt formula and best practices below to structure your requests, explore recommended prompts by business goal, and refine report findings conversationally.

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:

• The prompt formula
• Prompt-writing tips and best practices
• Refine reports with follow-up prompts
• Related resources

The prompt formula

Reporting Agent delivers the most focused results when prompts contain clear context. Combine these five elements when drafting a reporting prompt:

Action + Metric or question + Scope + Timeframe + Audience or purpose

Formula in action

Here is how the formula works in practice:

• "Summarize our critical finding remediation progress for this workspace during the last quarter for an executive update."
• "Compare new and resolved findings across our organization during the selected period to determine whether our backlog is shrinking."
• "Identify the highest-risk accessibility areas for this digital asset and explain what the team should review next."
• "Create a plain-language summary of accessibility progress for program leadership, focusing on outcomes rather than raw findings."

Prompt-writing tips and best practices

Follow these guidelines to generate clear, actionable reports on the first attempt:

1. Start with the decision or story: Ask what you need to understand, prove, or communicate, rather than simply asking for "a report."
2. Name the metric: Specify resolved findings, open findings, severity, score, remediation progress, or finding volume.

3. Set the right scope: Use the report settings to select the organization, workspaces, digital assets, and finding sources that match your question. You can select multiple workspaces or digital assets to run cross-property comparisons at the data level.

   Important: If your prompt asks about a digital asset or a specific cadence (such as weekly or quarterly), but you do not select that digital asset or timeframe in the report settings, the report will fail to generate. Always align your prompt text with your report settings.

4. Specify the timeframe: Use concrete periods such as the selected month, quarter, or year so changes can be interpreted consistently.
5. Name the audience: Asking for an executive, program-team, compliance, or technical summary helps shape the language and level of detail.
6. Refine the report conversationally: Follow an initial question with requests such as "focus only on critical findings," "explain that trend," or "rewrite this for a non-technical audience." The multi-turn chat experience allows you to modify and explore reports interactively.
7. Review the supporting data: AI-generated narrative helps interpret the report, but you should always review the underlying tables and charts before using content for formal decisions or external communications.

Understand overall program performance

• "Give me an overview of our accessibility program's performance during [X period]."
• "Summarize the most important changes in our accessibility data during [X period]."
• "What improved, what declined, and what remained stable during [X period]?"
• "What are the most important insights I should take away from this data?"
• "Summarize the current state of accessibility across my organization."
• "What does this data tell me about the overall health of our accessibility program?"

Demonstrate progress over time

• "Show how our accessibility performance changed during the selected period."
• "Which accessibility metrics improved the most?"
• "Which digital assets have shown the most measurable progress?"
• "Summarize our accessibility progress month over month."
• "Show our progress week over week during the selected period."
• "Did the pace of improvement accelerate or slow down?"
• "What evidence can I use to demonstrate that our accessibility program is improving?"

Measure remediation progress

• "Summarize our remediation progress during the selected period."
• "How many findings did we resolve during this period?"
• "Show the trend in resolved findings over time."
• "Compare the number of findings resolved with the number of new findings identified."
• "Is our unresolved findings backlog growing or shrinking?"
• "Which areas made the most remediation progress?"
• "Where has remediation progress slowed or stalled?"

Note: Prompts such as "Which types of findings are taking the longest to resolve?" cannot be answered by Reporting Agent because it does not compute finding-level duration or resolution time. Use the Ask Level chat feature for finding-level inquiries.

Identify remaining risk and priorities

• "What are the most significant accessibility risks in the selected data?"
• "Which digital assets currently present the greatest accessibility risk?"
• "What should we prioritize next based on severity and finding volume across our organization?"
• "Which digital asset requires the most immediate attention?"
• "Which workspace has the largest unresolved findings backlog?"
• "Where is the highest amount of risk concentrated across the organization?"
• "Which unresolved issues are having the greatest impact on our accessibility performance at the asset and organizational level?"
• "What are the three most important areas for our team to address next?"

Create leadership-ready summaries

• "Create an executive summary of our accessibility progress during the selected period."
• "Summarize this report for a non-technical leadership audience."
• "Turn this data into five key takeaways for an executive update."
• "Explain our progress in terms of outcomes, trends, and remaining risk."
• "Create a concise summary suitable for a quarterly business review."
• "Summarize the business impact of our remediation efforts."
• "Create a leadership update that explains what improved and where investment is still needed."
• "Create a report that focuses on progress, risk reduction, and next priorities."
• "Summarize this data for stakeholders who are unfamiliar with accessibility testing."

Support planning and decision-making

• "Based on this report, where should we focus our remediation efforts next?"
• "What are the most important opportunities for improvement?"
• "Which trends should leadership monitor during the next reporting period?"
• "What actions would have the greatest impact on our accessibility performance?"
• "Which findings or assets should be discussed in our next program review?"
• "What should our team investigate further based on this report?"
• "Create a prioritized list of focus areas supported by the report data."

Refine reports with follow-up prompts

After Reporting Agent generates your initial report, use the multi-turn chat panel to refine, filter, or reformat your results without starting over:

• "Group the findings table by digital asset instead of severity level."
• "Filter the results to show only findings discovered through manual evaluations."
• "Rewrite the executive summary in three concise bullet points for senior leadership."
• "Focus only on unresolved critical findings across public-facing assets."