Managing analyst copilot reports (EAP)

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<p id="docs-hc-snippet" style="display: none;">You can manage the reports you create in analyst copilot, including viewing versions, forking, archiving, and exporting analyst copilot reports.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can manage analyst copilot reports by viewing version history, restoring earlier versions, forking a report to build on your analysis without changing the original, archiving reports you no longer need, and exporting reports as CSV, JPEG, or a shareable URL. These report management tools help you track changes, reuse insights, and share analytics with your team.</p>
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<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
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<p class="p">You can manage the reports you create in analyst copilot, including viewing
versions, forking, archiving, and exporting analyst copilot reports. </p>
<div class="p">This article contains the following topics:<ul class="ul" id="acp_reports_managing__ul_fdp_vph_53c">
<li class="li"><a class="xref" href="#topic_sxl_k13_53c">Viewing report versions</a></li>
<li class="li"><a class="xref" href="#topic_h3f_313_53c">Forking reports</a></li>
<li class="li"><a class="xref" href="#topic_l5v_d13_53c">Archiving reports</a></li>
<li class="li"><a class="xref" href="#topic_djb_lrh_53c">Exporting reports</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_sxl_k13_53c">
<h2 class="title topictitle2" id="ariaid-title2">Viewing report versions</h2>
<div class="body">
<p class="p">Every time you change or save a report, a new version is created. However, all
previous versions of the report and its context graph are retained. You can go back
to an earlier report version, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9984124360218-Working-with-the-Analyst-Copilot-HyperArc-EAP#topic_w4r_jjz_4hc" target="_blank">fork a report</a>, and save it as a new
report. The most recent version of the report is retained.</p>
<p class="p"><strong class="ph b">To view a report's versions</strong></p>
<ol class="ol" id="topic_sxl_k13_53c__ol_ksb_pnc_53c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then click <strong class="ph b">Save</strong> &gt;
<strong class="ph b">Versions</strong>.<p class="p">The versions panel opens displaying a history of changes
to your report. Each version includes the date of the change and
the user who made the change. The version also indicates whether the report
was forked.</p>
</li>
<li class="li" dir="ltr">Click a version in the list to preview it.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong> while viewing a version to restore it. <p class="p">This version
is saved as the most recent one. The previous version is retained so you can
restore it, if necessary.</p>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_sxl_k13_53c__image_lsb_pnc_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_44.png" width="200"></p>
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</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_h3f_313_53c">
<h2 class="title topictitle2" id="ariaid-title3">Forking reports</h2>
<div class="body">
<p class="p" dir="ltr">Forking creates a new report from the original report in a new tab that
you can name and edit as needed.</p>
<p class="p">Advantages of forking reports include:</p>
<ul class="ul" id="topic_h3f_313_53c__ul_nsb_pnc_53c">
<li class="li" dir="ltr">
<strong class="ph b">Retain context</strong>: When you fork a report, the new report retains
a memory of the original analysis, including the previous steps, context,
intuitions, and references used to generate the initial result.</li>
<li class="li" dir="ltr">
<strong class="ph b">Customize and dig deeper</strong>: Analysts can take a current data
visualization or analysis and use it as a starting point for further
customization and deeper investigation, without altering the original
report.</li>
<li class="li" dir="ltr">
<strong class="ph b">Build an Analytics "page rank"</strong>: Analyst copilot uses the
relationships between these forked reports (or memories) to build a knowledge
graph. This boosts the most relevant memories to the top for future, related
questions, meaning analyst copilot gets smarter over time.</li>
</ul>
<p class="p" dir="ltr"><strong class="ph b">To fork a report</strong></p>
<ul class="ul" id="topic_h3f_313_53c__ul_osb_pnc_53c">
<li class="li" dir="ltr">In a report, click <strong class="ph b">Save</strong> &gt; <strong class="ph b">Fork</strong>.<p class="p" dir="ltr">A copy of
the report is created and opened.</p>
<p class="p"><img class="image" id="topic_h3f_313_53c__image_psb_pnc_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_22.png"></p>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_l5v_d13_53c">
<h2 class="title topictitle2" id="ariaid-title4">Archiving reports</h2>
<div class="body">
<p class="p" dir="ltr">When you archive a report, it's deleted from the project and the assets
list. You'll no longer be able to access it.</p>
<p class="p" dir="ltr"><strong class="ph b">To archive a report</strong></p>
<ol class="ol" id="topic_l5v_d13_53c__ol_rsb_pnc_53c">
<li class="li">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, then click <strong class="ph b">Save</strong> &gt;
<strong class="ph b">Archive</strong>.<p class="p"><img class="image" id="topic_l5v_d13_53c__image_ssb_pnc_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_22.png"></p>
</li>
<li class="li" dir="ltr">On the confirmation page, click <strong class="ph b">Archive report</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_djb_lrh_53c">
<h2 class="title topictitle2" id="ariaid-title5">Exporting reports</h2>
<div class="body">
<p class="p" dir="ltr">You can share your reports with other people as comma-separated-values
(CSV), image (JPEG) files, or as a URL.</p>
<p class="p" dir="ltr"><strong class="ph b">To export a report</strong></p>
<ol class="ol" id="topic_djb_lrh_53c__ol_usb_pnc_53c">
<li class="li" dir="ltr">Open a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, click the options icon (<img class="image" id="topic_djb_lrh_53c__image_stm_lvr_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options_menu_icon_verticle_sm.png">), then select <strong class="ph b">Share</strong>.<p class="p" dir="ltr"><img class="image" id="topic_djb_lrh_53c__image_vsb_pnc_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_23.png"></p>
</li>
<li class="li" dir="ltr">In the export options, select from the following options:<ul class="ul" id="topic_djb_lrh_53c__ul_unb_shm_rjc">
<li class="li">
<strong class="ph b">Download</strong>: Select IMG or CSV format for your report export.</li>
<li class="li">
<strong class="ph b">URL</strong>: View the URL to this dashboard and <strong class="ph b">Copy</strong> it to your
clipboard.</li>
</ul>
<p class="p"><img class="image" id="topic_djb_lrh_53c__image_pfv_zvr_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_memory_16.png" width="400"></p>
</li>
</ol>
<p class="p" dir="ltr">Your report is exported. You’ll find the exported report in your Downloads
folder.</p>
</div>
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