Reports

A report is a formatted document Mesa’s agent writes for you inside a conversation: a research memo, a policy summary, an analysis of the provisions you’ve been discussing. Reports are saved to My Files alongside your other work, and they stay live after the conversation ends. You can edit them, roll back to earlier revisions, discuss them in comments, share them with teammates, and publish them as a link.

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Ask for one

You don’t create reports from a blank page; you ask the agent for one in an Ask AI conversation. Describe what you want in plain language, for example:

• “Write a report summarizing the permit requirements for sidewalk vendors.”
• “Turn what we’ve found so far into a memo I can send to the planning department.”

The agent writes the report and a card appears in the chat showing what it created. Click the card to open the report in the side panel. If it isn’t quite right, keep asking: each change the agent makes is saved as its own revision, so nothing is overwritten.

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Open a report

You can reach a report three ways:

• In the conversation where the agent wrote it, as a card in the chat.
• From My Files, where reports appear as rows with a report icon. Double-click one to open it.
• From a direct link. The copy-link button next to the title copies a link you can send to anyone the report is shared with. Pasting that link into the chat box tags the report in a new conversation.

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Check the citations

When the agent quotes a provision from Mesa’s library, Mesa checks that the quoted passage appears in the provision it cites. If every quote is found, the report header shows how many citations were verified, for example 4 citations verified. The note appears only when every quote checks out. If a quote can’t be found in its source, or the report has no quotes to check, no note is shown, so read those citations yourself before relying on them.

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Edit a report

Click Edit to open the report in a rich text editor. The owner can always edit; anyone the report is shared with at Can edit can too. The toolbar covers headings, emphasis, lists, quotes, tables, links, and images. As soon as you change something, a save bar appears at the bottom: Save writes your changes as a new revision, and Discard returns to the saved text. Cmd+S (or Ctrl+S) saves too. If you navigate away with unsaved changes, Mesa asks before letting them go, and it keeps a local draft so an accidental tab close doesn’t lose your work.

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Add images

Reports can include images such as charts, maps, and photos. The agent can add images to reports it writes, and you can add your own while editing. To insert an image, click Insert image in the toolbar, or type / and choose Image. Pick a PNG, JPEG, or GIF file up to 20 MB. The image is inserted where your cursor is and saves with the report when you click Save. To add or change a caption, click the image while editing and type the caption below it. Images appear in the report view and in the files you get from Export. To look at an image more closely, click it in the report view. It opens in a large viewer where you can zoom with the buttons at the top, by scrolling, or by pinching, and drag to pan. 1:1 shows the image at its actual size, the fit button fits it back to the window, and the arrow button opens the original in a new browser tab.

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Export a report

Click Export in the report header and choose a format. Mesa prepares the file and downloads it automatically.

• Word: an editable .docx document.
• PDF: a document for printing and sharing.
• Markdown: a plain-text .md file. If the report has images, you get a .zip with the Markdown file and its images.

In every export format, citations to provisions in Mesa’s library are links. Each one opens a page on your organization’s portal showing the cited provision with the quoted passage highlighted, so readers can check the source without a Mesa account. Citations to your organization’s own documents, such as files in a vault, don’t open on the portal.

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Revisions

Every save, whether by you, a teammate, or the agent, becomes a revision. The revision count under the title opens the full history: preview any earlier draft, compare it against the current text, and Restore this version to bring it back. Restoring never deletes anything: the version that was current moves into the history.

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Comment on a report

Select a passage of the report and click Comment to start a thread anchored to that text. Anyone the report is shared with can read the threads and reply, so feedback stays attached to the exact sentence it’s about. You can resolve threads you started; editors can resolve any thread.

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Share a report

Click Share to control who can open the report. Sharing works the same way as for any item; see Share an item. On a report, editors can change the text and add new revisions, and viewers can read and comment.

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Publish a report

Sharing grants access person by person. Publishing creates a single link to the report on your organization’s portal, which is the easy way to circulate a finished report widely, including to people outside Mesa. Only the report’s owner can publish. Click Publish and choose who can read the report:

• Signed-in readers: readers sign in or create an account on your organization’s portal before they can view it.
• Anyone with the link: no account needed. Readers can also open the cited sources that are publicly available, such as provisions in Mesa’s library.

Then click Publish again. Mesa creates the link and copies it to your clipboard. The link points to your organization’s portal, at an address that starts with your organization’s portal domain. Use the buttons next to the link to copy it again or open it in a new tab. To change who can read a published report, open the Published popover and pick the other option. The link stays the same. The published page always shows the latest revision, so you can keep improving the report after sending the link out. See Organization portal for what readers see. To take the report back down, open the Published popover and click Unpublish. The link stops working immediately; sharing you’ve set up person by person is unaffected.

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Manage a report

The header of an open report has the common item actions: copy link, bookmark, add a shortcut, share, rename, and archive. Reports also have Export (see Export a report).

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