Create or View a Trip Report
The Engagement Reports page generates a structured written report from your trip data. You can generate multiple reports for the same trip, view any previous report, and download a report as a Markdown file.
Generate a Report
- Open a trip and go to Report from the trip navigation.
- Select + Generate Report.
- The report is generated from the trip's data — meetings, notes, action items, expenses, and other records. Generation takes a few seconds.
- The new report appears in the report list on the left and opens automatically in the viewer on the right.
View a Previous Report
Select any report in the list on the left to open it in the viewer. Reports are listed with their title and the date they were generated.
Download a Report
With a report open in the viewer, select Download .md to save the report as a Markdown file. The filename is derived from the report title.
Report Content
The report is generated from the data in your trip at the time you select Generate. It includes a structured summary of the engagement — the specific content depends on what data was captured during the trip.
Reports are generated from your trip data. They are not editable within the application. If you need to modify a report, download it and edit the Markdown file externally.
Multiple Reports
You can generate more than one report for the same trip. Each generation creates a new report record with its own timestamp. This is useful if you want to capture the state of the trip at different points — for example, a mid-trip report and a final report.
Report vs. Retrospective vs. AI Summary
| Page | Purpose |
|---|---|
| Report | A structured written document generated from trip data — suitable for sharing or filing |
| Retrospective | An interactive outcome analysis with metrics, heatmaps, and lesson promotion |
| AI Summary | An AI-generated narrative summary with sections for decisions, risks, and next actions (PRO plan required) |