> ## Documentation Index
> Fetch the complete documentation index at: https://help.atlas.kitchen/llms.txt
> Use this file to discover all available pages before exploring further.

# Using reports

> How to filter, export, and set up scheduled report deliveries.

## New vs legacy reports

Reports powered by [Omni](https://omni.co) have replaced legacy versions with more features like scheduled deliveries and alerts. Legacy reports are marked **LEGACY** and will be removed by 1 June 2026.

If you see different numbers between a new and legacy report for the same data, contact support at [hello@atlas.kitchen](mailto:hello@atlas.kitchen).

## Accessing reports

Go to [**Reports**](https://portal.atlas.kitchen/reports) in the Atlas Merchant Portal sidebar. You'll see a directory of all available reports organised by category.

<Frame caption="Reports in the Merchant Portal sidebar">
  <img src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/accessing-reports.gif?s=3ff1902b7e99f931ac49e53824cff6ec" alt="Atlas Merchant Portal sidebar with the Reports menu item highlighted" width="800" height="424" data-path="images/reports/accessing-reports.gif" />
</Frame>

## Filtering reports

Most reports have filters at the top to narrow down your data. Common filters include date range, outlet, and shift. Adjust these to see the data you need.

## Exporting and downloading

### Analytics reports

<Frame caption="Download options for analytics reports">
  <img src="https://mintcdn.com/atlaskitchen/1FzLo1Se47VVlcDz/images/reports/download-options.webp?fit=max&auto=format&n=1FzLo1Se47VVlcDz&q=85&s=6443d4a225fa47b53936d1152feba244" width="400" alt="Download menu showing format options including PNG, PDF, XLSX, and CSV" data-path="images/reports/download-options.webp" />
</Frame>

**Two ways to download:**

* **Single tile**: Click the three-dot menu (⋯) on any chart or table
* **Entire dashboard**: Click the download icon at the bottom right of the report

**Format options:** PNG, PDF, XLSX, or CSV

<Info>
  Downloads respect all active filters. Apply filters before downloading to export only the data you need.
</Info>

### Legacy reports

Most tiles have a download icon to export that section's data.

<Frame caption="Download icon on a legacy report tile">
  <img src="https://mintcdn.com/atlaskitchen/1FzLo1Se47VVlcDz/images/reports/legacy-download-icon.webp?fit=max&auto=format&n=1FzLo1Se47VVlcDz&q=85&s=d2413a2507e6d287d3acc0533c78890f" alt="Product category sales table with the download icon highlighted in the bottom right corner" width="1648" height="460" data-path="images/reports/legacy-download-icon.webp" />
</Frame>

Some reports also have buttons to export the entire report or selected sections to PDF or CSV.

## AI assistant

<Info>
  Only available for analytics reports.
</Info>

Ask questions about your data using the built-in AI assistant. There are two ways to access it:

<Tabs>
  <Tab title="Dashboard assistant">
    Click the AI icon in the bottom right corner to open the dashboard assistant. Select a chart or table, then ask questions about that data.

    <Frame caption="AI assistant icon">
      <img width="100" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/ai-assistant-icon.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=68cc1bd6c0b2bfe86bc9db6dccb01732" alt="AI assistant floating button in bottom right corner of report" data-path="images/reports/ai-assistant-icon.webp" />
    </Frame>

    <Frame caption="Dashboard AI assistant panel">
      <img width="400" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/ai-assistant-panel.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=1ed061de155fee53df7aa5a29a657068" alt="Dashboard AI Assistant showing available tiles to ask questions about" data-path="images/reports/ai-assistant-panel.webp" />
    </Frame>
  </Tab>

  <Tab title="Follow-up on a tile">
    Click the three-dot menu (⋯) on any chart or table and select **Ask a follow up question**. This opens the assistant with that tile's context already loaded.

    <Frame caption="Ask a follow up question from tile menu">
      <img width="300" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/ai-assistant-follow-up.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=7ddb67abc3f05dfb4befe0dec476f6c2" alt="Tile menu showing Ask a follow up question option" data-path="images/reports/ai-assistant-follow-up.webp" />
    </Frame>
  </Tab>
</Tabs>

<Info>
  AI results may not be perfect. Double-check before acting on insights.
</Info>

## Scheduled deliveries and alerts

<Info>
  Only available for analytics reports.
</Info>

Automate report delivery to keep your team informed. There are two options:

* **Schedules** — Deliver reports at specified frequencies (e.g., daily, weekly)
* **Alerts** — Deliver reports only when specific conditions are met

Reports can be delivered via [email](https://docs.omni.co/share/deliveries/email), [SFTP](https://docs.omni.co/share/deliveries/sftp), or [webhooks](https://docs.omni.co/share/deliveries/webhooks).

For setup instructions, click on each of the links above.