# Workspace reports

> Generate a read-only AI report across visible clients, projects, tasks, and notes, with grounded evidence and report history.

Source: https://flopinio.com/help/workspace-reports · Last updated: 2026-10-29 · Status: Shipped

## Overview

A workspace report summarizes client follow-up, delivery risk, task pressure, and note context. It is read-only: generating a report never changes workspace records.

## What a report contains

- A summary of the current workspace state.
- Priority groups, risks, and suggested next actions.
- Grounded evidence rows that cite the visible records used.
- A link to the run trace in Agent Activity.

## Example: A Monday report across clients

You generate a report before your weekly planning. It groups Northstar's overdue tasks under delivery risk, lists two requests waiting on a reply, and suggests chasing the open rollback decision. Each point cites the records it used, so you can open them and check before you act.

## Scope

Reports only use records you can see: clients, projects, open and overdue tasks, notes, and requests needing a response. When you are working in a team, the report uses that team context.

## History

Earlier reports stay listed with who generated them, when, and how many evidence rows and groups they cited. Evidence counts describe the records each report cited, not total workspace coverage.

## FAQ

### Does a report change any records?

No. Workspace reports are read-only summaries recorded as agent runs.