Managing reports

Use the report list to find past audits, rerun them, manage sharing, and review activity.

The report list

Every report you can access shows up here, newest first, each with a status badge. On desktop and tablet, type in Search reports and select the field or filter icon to expand visibility and sort below it. On mobile, select the search icon to open the full search card:

• Search — filter by brand name or domain.
• Visibility — All shows every report you can access. For members, that means their own private reports and reports shared with the organization; owners and admins can also access other users’ private organization reports. Choose Private for only your own private reports or Shared for organization-visible reports.
• Sort — order by date or name.

All is selected by default. Select the active visibility choice again to clear it and return to All. Search, visibility, and sort selections remain active when the card collapses. The filter icon shows how many non-default visibility and sort choices are active, and the ✕ clears the query and filters together.

Reruns of the same audit group together as versions of one report, so the list stays one row per audit rather than one row per run. While a new version is building, the report shows a spinning Rerunning badge. Select the badge or View rerun progress from the report menu to follow the active run.

Rerunning an audit

The answer engine’s view of you shifts as content gets published and pages change. Rerunning the same audit later is how you see whether your work moved anything. From a completed report’s menu, open Rerun settings to run it again and to control how it repeats.

Each rerun is filed as the next version of the report, ready to compare with an earlier run or follow as a trend. The panel shows the report, its last run date, and the credits needed for the next run. If you don’t want to wait for the next scheduled run, Rerun now starts one immediately when it’s available.

Recurring reports

Rather than remembering to rerun by hand, turn on Automatic schedule in the same panel. Choose the interval — days, weeks, or months — and Palmata rebuilds the audit on that cadence, with each run filed as the next version. Turn the schedule off to stop it. A recurring run spends credits like any other build.

Comparing and trending runs

Open the date in the report header and select the runs you want to study. Select two for a direct comparison or at least three to plot Trends across Brand Perception, Topics & Prompts, and Sources. See Comparing versions and trends for the complete workflow.

Sharing and archiving

The same report menu lets owners and admins Share with org (or Make private again). Creators can also change sharing for their own reports. Sharing applies to every version of the report. Use Archive for a report you’re done with. Sharing controls who in your organization can open it; archiving tidies the list without deleting the run. In management report lists, archived reports show an Archived badge when you select Include archived or Archived only.

Report activity

Open Activity from a report’s menu to see two tabs. Activity shows changes to the report, who made them, and when. Automatic report completion is attributed to System. Viewers lists recorded viewers by their latest viewing time, with names and email addresses. Select Load more viewers to see earlier viewers, or Refresh to check for new activity. Palmata staff views are visible only to other Palmata staff.

Viewer records begin when tracking is enabled. Viewing a report entirely from your browser’s saved data may not create a new record, so an empty list does not prove that nobody has opened the report.

Reviewing generated topics and prompts

When review is enabled, a report can pause after topic or prompt generation. The report creator and eligible organization editors can review the generated content. View-only users can browse and search it but cannot change it or continue the report.

Saved additions, edits, deletions, restorations, and selections are shared across eligible editors. Changes save when you take the action, not while you type. Reviewed markers are shared too, so another editor or a later browser session can continue from the latest saved state.

For prompts, use the topic groups to scan the complete set. Groups are marked Reviewed as you view them; use the status menu to return a group to Needs review when another editor should inspect it. Choose Continue report when the content is ready. If the review is incomplete, select Keep reviewing or Continue anyway. Continuing resumes the existing report with the latest saved state.

When your API key needs credits

If your organization uses its own provider API key and that account runs out of credits or reaches a billing limit, the report pauses. The message identifies the provider and whether your key is used throughout the report or for a specific answer engine.

Add credits or resolve the billing limit in that provider account, then select Resume. Your saved report progress is retained, and resuming does not spend additional Palmata report credits. If the billing issue remains, the report pauses again. Palmata keeps using the key selected for this report.

Losing access

If a report is made private or you’re removed from its organization, you lose access to it. Opening a report you can no longer see shows an access screen rather than the report — it isn’t an error, just a sign your access changed.

Exporting slides

If PDF export is enabled for your organization, open a completed report and select Export PDF in the side navigation to download a 16:9 PDF deck. Export is available when viewing a single report version.

The title slide includes the number of tracked LLMs alongside the topic, prompt, and action counts. Immediately after it, the analysis scope shows the steering instructions, tracked LLMs, and search locale and prompt language when recorded. Long steering and long lists are shortened with ellipses; open the report in Palmata for the full steering instructions. Insights reflect the prompts generated within that scope; they represent a sample of the subject covered by the report.

Tracked LLMs use answer-engine names (ChatGPT, Gemini, and Claude). Each topic stays on one slide with its strongest and weakest prompts; dense topic content is scaled to fit without removing text.