Managing Analyst copilot reports (EAP)


Once you've created an Analyst copilot report, there are various actions you can take to manage it. This article shows you how to manage reports, including saving, viewing versions, forking, archiving, and exporting.


What's my plan?







All Suites

Professional, Enterprise, or Enterprise Plus










Support with

Explore Professional or Enterprise







Summary: ◀▼
You can save, view versions, fork, archive, and export Analyst Copilot reports. Saving preserves your work with version history for rollback. Forking creates editable copies that retain original context for deeper analysis. Archiving deletes reports permanently. Export options include CSV and image formats for sharing. These features help manage report lifecycle, customization, and collaboration effectively.




Once you've created an Analyst copilot report, there are various actions you can take to
manage it. This article shows you how to manage reports, including saving, viewing
versions, forking, archiving, and exporting.
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 it, and save it as a new report. The
most recent version of the report is retained.
To view a report's versions

In a report that was previously saved, click Save >
Versions. The versions panel opens displaying a history of changes
to your report. Each version is described with the date of the change, and
the user who made the change. The version will also indicate if the report
was forked.

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





Forking reports

Forking creates a new report from the original report in a new tab which
you can name and edit as required.
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, making Analyst copilot get 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 the report you want to archive.
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

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

In the export options, select IMG or CSV format for your report
export.
You can also view the URL to this dashboard and Copy it to your computer's
clipboard.


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


{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10493968076826-Managing-Analyst-copilot-reports-EAP",
"url": "https://support.zendesk.com/hc/en-us/articles/10493968076826-Managing-Analyst-copilot-reports-EAP",
"headline": "Managing Analyst copilot reports (EAP)",
"description": "You can manage Analyst copilot reports by saving, viewing versions, forking, archiving, and exporting them to maintain and share your data analyses effectively.",
"articleSection": "Product help",
"datePublished": "2026-04-01T02:00:24+00:00",
"dateModified": "2026-05-14T18:26:46.728093+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10493968076826-Managing-Analyst-copilot-reports-EAP"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"
}
}
//
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//

