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Reports let you package Causeloop’s analysis into shareable, time-bound summaries. You can generate a one-off report on demand, schedule recurring reports on a cron schedule, and export the underlying data in CSV, XLSX, JSON, or PDF format.

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The Reports screen

Navigate to Reports in the left sidebar. The top-bar range control (7D / 30D / 90D) sets the default data window for new reports and for the live preview.

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Creating a report

1

Open the Reports screen

Click Reports in the left sidebar.
2

Click New report

The report creation dialog opens.
3

Choose a template or type

Select from the available templates (see Report templates below), or choose a blank report and configure sections manually.
4

Set the window

Choose a data window: 7D, 30D, or 90D.
5

Choose a format

Select CSV, XLSX, JSON, or PDF. PDF is recommended for executive sharing; CSV/XLSX for data imports.
6

Generate

Click Generate. The report is created asynchronously. A job appears in the Jobs list — poll it until status is succeeded, then download from the download_url.
Report generation is handled by POST /v1/reports/generate. The response includes a job_id to poll at GET /v1/reports/jobs/{job_id}.

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Report templates

Use GET /v1/reports/templates to list the available built-in templates. Templates include pre-configured sections tailored to common use cases:
TemplateTypical sections
Executive summaryKPI snapshot, top patterns, risk trend, loops prevented
Pattern analysisFull pattern list with risk scores, frequency charts, recommendations
Issue digestFiltered issue list with analysis summaries
Prediction reportForecast chart, probability matrix, model accuracy
Recommendation coverageRecommendation list with implementation status and attestation state

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Scheduling reports

Scheduled reports run automatically on a cron expression and deliver results to a list of recipients.

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Creating a schedule

1

Open Schedules

In the Reports screen, click the Schedules tab.
2

Click New schedule

The schedule creation dialog opens.
3

Configure the schedule

Fill in:
  • Name — a label for this schedule
  • Cron expression — e.g. 0 9 * * MON for every Monday at 09:00
  • Timezone — e.g. America/New_York
  • Report type and window — which report to run and over what period
  • Recipients — email addresses or Slack channel IDs to deliver to
  • Format — output format (PDF recommended for email delivery)
4

Save

The schedule is active immediately. The next_run_at timestamp shows when it will first fire.
Schedules are created via POST /v1/reports/schedules. To run a schedule immediately without waiting for the next cron trigger, use POST /v1/reports/schedules/{id}/run-now.

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Managing schedules

  • List all schedules: GET /v1/reports/schedules
  • Update a schedule: PATCH /v1/reports/schedules/{id} — update the cron, timezone, recipients, or format
  • Delete a schedule: DELETE /v1/reports/schedules/{id}
You can also attach schedules directly to a specific report definition:
  • POST /v1/reports/{id}/schedules — add a per-report schedule
  • PATCH /v1/reports/{id}/schedules/{sched_id} — update it
  • DELETE /v1/reports/{id}/schedules/{sched_id} — remove it

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Viewing report history

Each saved report definition accumulates a run history. Open a report and switch to the Runs tab to see past executions with their status, duration, and download links.
  • List runs: GET /v1/reports/{id}/runs
  • Get a specific run: GET /v1/reports/{id}/runs/{run_id}
  • Trigger a new run: POST /v1/reports/{id}/run (returns 202 Accepted with a job_id)

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Exporting data

In addition to structured reports, you can export the raw data behind any Causeloop entity.

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Creating an export

1

Click Export

The Export button is available in the top bar of the Issues, Patterns, Predictions, and Recommendations list views.
2

Choose a format

Select CSV, XLSX, JSON, or PDF.
3

Apply filters (optional)

Exports respect the same filter parameters as the list endpoints. For example, export only P1 issues resolved in the last 30 days.
4

Download

Exports are asynchronous. A job is created via POST /v1/exports. Poll GET /v1/exports/{id} until status is succeeded, then download from download_url.
Exportable resources:
ResourceDescription
issuesIssue list with optional AI analysis columns
patternsPattern list with risk scores and recommendations
predictionsPrediction list with probability and impact
recommendationsRecommendation list with status and attestation
audit_logWorkspace audit trail (admin only)
membersMember directory
connectorsConnector configuration list
Exports require the reports:write scope. PDF exports may take longer to generate than CSV/XLSX. Large exports are automatically chunked.

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API reference

EndpointDescription
GET /v1/reportsList saved report definitions
POST /v1/reportsCreate a report
POST /v1/reports/generateGenerate a one-off report
GET /v1/reports/templatesList built-in templates
GET /v1/reports/jobsList all report and export jobs
GET /v1/reports/jobs/{id}Poll a single job
GET /v1/reports/{id}Get a report definition
PATCH /v1/reports/{id}Update name, description, format, or filters
DELETE /v1/reports/{id}Delete a report
POST /v1/reports/{id}/runTrigger an immediate run
GET /v1/reports/schedulesList workspace-level schedules
POST /v1/reports/schedulesCreate a workspace-level schedule
POST /v1/exportsCreate an async export job
GET /v1/exports/{id}Poll an export job

Dashboard

The live dashboard — use reports for point-in-time snapshots.

Recommendations

Include recommendation coverage and attestation in reports.

Notifications & Alerts

Get notified when a scheduled report is ready.