The Reporting Agent is Scispot's AI-powered tool for generating professional, branded lab reports from structured templates. Instead of manually compiling data from Labsheets into a document, the Reporting Agent populates a report template for you — either from a selected sample record, a Labform submission, or a direct prompt through Scibot.
Reports are generated as structured documents and can include your organization's logo, address, and contact information for consistent branding across every report your lab produces.
How It Works
The Reporting Agent workflow has two parts:
Create a Report Template — define the structure and fields of your report once in the Template Library
Generate a Report — use the template from a Labsheet row, a Labform, or Scibot to produce a filled-out report
Part 1: Creating a Report Template
Report Templates live in the Template Library, accessible from the left navigation panel under Labspaces.
Step 1: Open the Template Library
In the left navigation panel, go to Labspaces, and click the Template Library tab
Click the Report tab at the top of the screen
The Report tab is separate from the Protocol and Experiment template tabs. If you don't see it, ensure your account has the Reporting Agent enabled.
Step 2: Create a New Template
Click + New Report Template
Give your template a name (e.g., "Sample Analysis Report", "QC Certificate of Analysis")
Generate the template structure:
Generate with AI — describe the type of report you need and the AI will draft the template fields and layout for you
Generate from a reference file — upload an existing report (PDF, DOCX) and the AI will extract its structure and recreate it as a template
Templates can also be generated with a mix of both options
Step 3: Review and Configure Fields
Once generated, your template will contain fields — placeholders that get populated when a report is generated. Fields can be configured to pull data from:
Labsheet columns — e.g., Sample ID, Test Result, Date Collected
Organization information — company logo, address, phone number, and contact email (configured in Account Preferences)
Manual input — fields the report requester fills in at generation time
AI prompt context — fields inferred from a Scibot conversation or Labform submission
The template preview shows how placeholder information will appear in the final report, including where organization information is displayed.
Step 4: Save the Template
Click Save Template. It is now available for report generation from any Labsheet, Labform, or Scibot session.
Part 2: Generating a Report
There are three ways to generate a report using a saved template:
Option A: From a Labsheet Row (Recommended for Sample Reports)
This is the most common path — generating a report for a specific sample or record directly from a Labsheet.
Open the Labsheet containing the relevant sample or record
Select the row(s) you want to report on
In the floating toolbar that appears, click Generate Report
Select the Report Template to use
Review and fill in any manual input fields if prompted
Click Generate — the report is produced and available to download or share
You can select multiple rows to generate a batch of reports at once.
Option B: Via Scibot
You can also generate reports through a natural language conversation with Scibot.
Open Scibot from the floating icon in the bottom right
Ask Scibot to generate a report — for example:
"Generate a QC report for sample SC-00452 using the Certificate of Analysis template"
"Create a summary report for all samples received this week"
Scibot identifies the relevant template and data, populates the fields, and presents the generated report
Configuring Company Information for Reports
Reports generated by the Reporting Agent can automatically include your organization's branding. To set this up:
Go to Account Preferences in your account settings
Open the Account Details tab
Upload your company logo and fill in your address, phone number, and contact email
Once saved, this information is automatically pulled into any report template that includes organization information fields.
Tips
Template naming — use descriptive names that reflect the report type and audience (e.g., "Internal QC Summary", "External CoA — Client Facing") so team members pick the right one
Reference files — if you have an existing Word or PDF report you want to replicate, upload it as a reference when creating the template for the most accurate result
Scibot Templates — you can ask scibot to list out the report templates available on your account
Field review — always review AI-generated template fields before publishing; add, remove, or rename fields to match your exact data schema
Batch reporting — select multiple Labsheet rows before clicking Generate Report to produce reports for an entire batch in one action