Reports & sharing

Executive report

The executive report is a one-page snapshot of your software and AI spend picture, designed to share with leadership without requiring them to log in.

What the report shows

SectionContent
Total annual software spendSum across all active vendors, trailing 12 months
Total annual AI spendSum from AI usage imports
LLM / API spendBroken out from the AI total
Waste identifiedDollar value of savings Nagata's rules flagged
Accepted savingsSavings from completed recommendations
Pending savingsSavings from approved-but-not-yet-complete recommendations
Duplicate toolsCount of categories with more than one active vendor
Upcoming renewalsContracts renewing in the next 90 days
High-risk contractsContracts with a notice deadline passed or within 30 days
Agent replacement candidatesVendors flagged as potentially replaceable by an AI workflow

Opening the report

Go to Reports → Executive in the left sidebar. The report reflects your latest data every time you open it.

Sharing

  1. On the Executive Report page, click Share.
  2. Nagata generates a shareable link.
  3. Anyone with the link can view the report without logging in.

The shared view is read-only. See Sharing reports for details.