Managing analyst copilot reports (EAP)

You can manage the reports you create in analyst copilot, including viewing versions, forking, archiving, and exporting analyst copilot reports.


What's my plan?







All Suites

Professional, Enterprise, or Enterprise Plus










Support with

Explore Professional or Enterprise







Summary: ◀▼
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.






This feature is currently in an Early Access Program (EAP). You
can sign up for the EAP here.

You can manage the reports you create in analyst copilot, including viewing
versions, forking, archiving, and exporting analyst copilot reports.
This article contains the following topics:
Viewing report versions
Forking reports
Archiving reports
Exporting reports




Viewing report versions

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, fork a report, and save it as a new
report. The most recent version of the report is retained.
To view a report's versions

Open a report, then click Save >
Versions. 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.

Click a version in the list to preview it.
Click Save while viewing a version to restore it. This version
is saved as the most recent one. The previous version is retained so you can
restore it, if necessary.






Forking reports

Forking creates a new report from the original report in a new tab that
you can name and edit as needed.
Advantages of forking reports include:


Retain context: 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.

Customize and dig deeper: 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.

Build an Analytics "page rank": 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.

To fork a report

In a report, click Save > Fork. A copy of
the report is created and opened.






Archiving reports

When you archive a report, it's deleted from the project and the assets
list. You'll no longer be able to access it.
To archive a report

Open a report, then click Save >
Archive.

On the confirmation page, click Archive report.




Exporting reports

You can share your reports with other people as comma-separated-values
(CSV), image (JPEG) files, or as a URL.
To export a report

Open a report, click the options icon ( ), then select Share.

In the export options, select from the following options:

Download: Select IMG or CSV format for your report export.

URL: View the URL to this dashboard and Copy it to your
clipboard.




Your report is exported. You’ll find the exported report in your Downloads
folder.


{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10493968076826",
"url": "https://support.zendesk.com/hc/en-us/articles/10493968076826",
"headline": "Managing analyst copilot reports (EAP)",
"description": "You can manage analyst copilot reports by viewing versions, forking copies for further editing, archiving reports, and exporting them as CSV, JPEG, or a URL.",
"articleSection": "Using analyst copilot",
"datePublished": "2026-04-01T02:00:24+00:00",
"dateModified": "2026-06-25T21:14:52.716744+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10493968076826"