Admin Reference
Report Writer Route Reference
Understand the review queue for generated report drafts, blocked items, preview state, and the separation between export generation and review.
Before you start
- You are reviewing generated report drafts rather than exporting them directly.
Expected outcome
You can use the queue to triage which drafts need review, preview, or escalation.
What this route is for
Report Writer is the review queue for generated report drafts. It helps the office inspect draft state, confidence, blockers, and preview content before the final export path is used.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | report-writer |
| Visibility | Customer-facing when report capability is enabled. |
| Capability notes | This route shares report capability visibility and includes an external /chat action for deeper draft work. |
| Direct inbound | Reports hub navigation, CRM report links, shell nav when exposed, and output-review workflows. |
Main regions, dialogs, and controls
| Surface | What it does |
|---|---|
| Report hub nav | Keeps review connected to Reports. |
| Summary cards | Shows queue pressure and blocked or ready counts. |
| Draft queue table | Lists report drafts with state and review metadata. |
| Preview dialog | Opens one draft without leaving the queue. |
Key actions
- Filter the queue by state, age, or search.
- Open draft preview.
- Move between review-focused queue slices.
- Open the external
/chatwriter surface when the desk needs deeper AI-assisted drafting or review work.
Filters and URL state
| Param | What it controls |
|---|---|
page | Pagination |
state | Draft state such as approved, ready_for_review, validation_failed, or draft |
q | Search |
days | Age slice |
reportId | Open preview context |
- Search is debounced and the queue is paginated.
- This route is queue-first and review-driven.
Outputs and side effects
- Opens previews and review context rather than generating final exports itself.
- Influences which reports are ready to move back through the broader output workflow.
- Can send the user into the external writer/chat surface.
Inbound links
#/reports- CRM report actions
- Shell nav when the route is exposed
Outbound links
- External
/chat - Report hub navigation back to
#/reports
Indirect handoffs
- A draft that looks wrong here usually needs either source-record fixes or template changes elsewhere.
- Report Writer sits between automated generation and customer-facing distribution.
Troubleshooting
| Symptom | What to check |
|---|---|
| The queue opens empty | Re-check state, days, and q filters first. |
| Preview opens the wrong draft | Confirm reportId is present and current. |
| Review feels blocked but the export route looks fine | Report Writer owns draft review state, while Reports owns scope and download choices. |