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.”
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.
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.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.
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. See Version history for the details.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.Share a report
Click Share to control who can open the report. Sharing works the same way as for files:- Search people or teams and add them at Can view or Can edit. Editors can change the text and add new revisions; viewers can only read and comment.
- General access controls the default: Restricted means only people you’ve added can open it, while choosing your organization lets anyone in your org with the link view (or edit, if you say so).
- A report inside a shared folder inherits that folder’s access automatically.
Publish a report
Sharing grants access person by person. Publishing creates a single link that works for anyone who can sign in to Mesa, which is the easy way to circulate a finished report widely. Only the report’s owner can publish.Manage a report
The header of an open report gives you the same controls as any artifact:Related articles
Version history
Preview and restore earlier revisions of a report.
Files
Find, organize, and share the reports Mesa saves for you.
Interactives
When a document isn’t enough, ask the agent for a live tool instead.