What it is
CoPilot supports report creation, commonly via Grafana dashboards and PDF generation.Who this is for
- Admin / Platform: scheduled or ad-hoc reporting for customers
- Operator: case-related evidence packets and summaries (depending on workflow)
Inputs (what it needs)
- Grafana connector configured (for dashboard-backed reports)
- Customer provisioning completed (dashboards/org exist)
Outputs (what you get)
- Report outputs (PDF/exports, depending on configuration)
- Shareable artifacts for customers and internal documentation
Where it lives in the UI
- (Wireframe) This page will be updated with the exact menu path/route.
Success criteria
- You can generate a report for a customer
- Output can be downloaded/shared
Safety / guardrails
- Reports can contain sensitive event data. Apply RBAC and retention rules.
Troubleshooting
- Confirm Grafana connectivity
- Confirm dashboards exist for the customer
- Confirm report storage/output paths and permissions