> For the complete documentation index, see [llms.txt](https://docs.powerdevbox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.powerdevbox.com/pdac/reporting/reports.md).

# Reports

Reports generates Excel workbooks across selected environments, queues manual runs, restores cached downloads, and optionally saves totals for historical charts.

![Reports showing the queue, independent scheduling and trend switches, and the four report cards](https://811612578-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhDqoq1B5ZF4gJyKkaIEJ%2Fuploads%2Fgit-blob-fbad87875a20e036dd098a0ef8d7e79669f8c9ab%2Fpdac-reports.png?alt=media)

## Run a report manually

1. Sign in and load environments in Settings.
2. Open **Reports**.
3. Find the required report card and select its environments. Each card has its own selection; the header environment is not the report scope.
4. Review the card's date bounds or inventory filters.
5. Choose **Run totals**, **Run raw**, or **Run both**, as available.
6. Watch the **Report queue** for running/completed/error status.
7. Download the completed files from that report's card.

Manual requests are queued. Do not repeatedly submit the same request because a larger environment is still processing.

## Report types

| Card           | Scope and outputs                                                                            |
| -------------- | -------------------------------------------------------------------------------------------- |
| AI Flow events | Selected date range; totals by environment and stacked event rows                            |
| Agent Sessions | Selected date range; totals by environment and stacked session rows                          |
| Solutions      | Inventory totals and solution rows; publisher exclusions and managed/Microsoft-owned options |
| Flow Runs      | Last seven days; totals plus a raw list of **failed runs only**                              |

The Flow Runs raw button is labelled **Run failed runs**. **Run both** provides its corresponding totals and failed-run workbook, not every successful execution.

For Solutions, review **Exclude publishers**, **Show managed solutions**, and **Show Microsoft owned**. Automated inventory excludes the Active Solution. Differences between these filters and Charts' inventory scope can change the displayed totals.

## Date and completion rules

Event, session, and flow-run reports use **completed calendar days**, excluding today's partial activity. They reconstruct cumulative daily snapshots from timestamped source rows. Matching account/environment/data-date snapshots are refreshed instead of duplicated.

The report card shows only its **most recent completed run**. A Run both result may have two related files; older runs are not listed alongside it. A run is complete only after workbook generation and, when enabled, its trend snapshot are committed.

## Choose the next step

* [Daily scheduling and downloads](/pdac/reporting/reports/scheduling.md): browser alarms, retries, and auto-download behavior.
* [Weekly report](/pdac/reporting/reports/weekly-report.md): three-month solution change history and printable HTML.
* [Charts](/pdac/reporting/charts.md): latest cross-environment comparisons.
* [Trends](/pdac/reporting/trends.md): retained historical totals and forecasts.

{% hint style="info" %}
**Run daily reports in the background** and **Enable trend data to be saved** are independent. Turning on scheduling alone is not the same as enabling historical trend retention.
{% endhint %}