Generate automatic status reports with Planner Agent

Planner Agent automates status report emails for your plans by generating concise, professional summaries based on progress, milestones, and upcoming tasks. It helps keep stakeholders informed, saves time, and supports transparency and alignment across projects. Status reports work with both shared basic plans and shared premium plans.

Start a new report

Option 1: Start with a new plan

1. Navigate to Microsoft Teams and open the Planner app.
2. Create a new plan by selecting either Basic Plan or Premium Plan. Status reports work with both.
3. Share your plan by selecting the Share icon at the top right. You can either create a new group or add the plan to an existing group.
4. Add at least 10 tasks to your plan.
5. Select the Reports tab in the top banner. If you don't see this tab, check the overflow menu (three dots) for additional options.

Option 2: Start with an existing plan

1. Navigate to Microsoft Teams and open the Planner app.
2. Open a shared plan that has at least 10 tasks. Status reports work with both shared basic plans (with Planner Agent enabled) and shared premium plans (with Planner Agent enabled).
3. Ensure the plan is shared with a Microsoft 365 Group. If not, share it by selecting the Share button at the top right.
4. Navigate to the Reports tab.

Generate, view, and edit a report

1. Select Get Started on the top banner in the Reports tab.
2. Under Reporting period, select the dropdown and choose the time period you want the report to cover—for example, Last week, Last two weeks, Last month, or Last quarter.
3. (Optional) Select Show more options to tailor the report:
   • Report sections: Select the dropdown to choose which sections to include, such as Executive Summary, Risks and Blockers, and Achievements.
   • Additional instructions: Add specific details about what you'd like in the report. For example, "Add a progress section and break it down by buckets."
   • Report Length: Choose Concise, Standard, or Detailed.
4. Click Generate report. Planner Agent synthesizes information from the plan to create a tailored report.
5. Your report opens in a Loop canvas, and you'll receive an in-app notification with a link to the report. You can make direct edits in your report (in the Loop canvas) to finalize the content.

View your most recent reports

1. Select the specific plan containing the reports you want to access.
2. Navigate to the Reports tab.
3. Under the Recent reports section, you'll see a list displaying your 10 most recently generated reports. Each report shows its status—for example, Draft.

Open or delete a report

In the Recent reports list, select the more options (...) button next to a report, then choose:

• Open to open the report in Loop, where you can view or continue editing it.
• Delete to remove the report from the list.

View all past reports

1. Select the specific plan containing the reports you want to access.
2. Navigate to the Reports tab.
3. Under the Recent reports section, you'll see a list displaying your 10 most recently generated reports.
4. Select View all at the top of the Recent reports section to open the SharePoint folder where all your past reports are stored.

Take action on your reports

Share your report as a Loop component

When viewing a report, you can access additional options using the Loop icons in the top right corner.

• Select Shared Locations to view the SharePoint folder link where your Loop component is stored. From here, you can also select "Add to Loop workspace" to include your component in another workspace.
• Select Copy component and paste it elsewhere, such as in Microsoft Teams, Outlook, OneNote, Word, or other Microsoft 365 apps. Any changes made to the component in these locations will automatically update in real-time.
• Select See who has access to view a list of team members who currently have permission to access your report.

Share your report with external users outside of your group

1. Navigate to the SharePoint folder where your Loop component is stored and open it from there.
2. Once the report is open in Loop, select Share in the top right corner.

Share your report through a SharePoint newsletter

With your report open in Planner in Teams, select Share as newsletter located on the right side of the floating action bar. This action converts your report into a SharePoint newsletter format.

Close a report

Select the Close button on the right side of the floating action bar to return to the default report page.

Access requirements

To generate a status report, users must have access to the Planner Agent and a Microsoft 365 Copilot license.

The status report feature works with the following plans:

• Shared basic plans (with Planner Agent enabled)
• Shared premium plans (with Planner Agent enabled)

In both cases, the plan must be shared with a Microsoft 365 Group and have at least 10 tasks.

More ways to work with Planner Agent

Access Planner agent

Create a plan from scratch with Planner agent

Frequently asked questions about Planner agent