How do I regenerate or delete the AI Forensic Analysis report?

The AI Forensic Analysis report is a snapshot, not a live view. Once it generates, it stays exactly as written and does not update on its own when you add statements or edit transactions. To reflect new data, or to change the case type or sections, you generate a fresh one.

Regenerate the report

Open the project's Actions menu in the header and choose Regenerate Report. Because a project holds only one report at a time, this first asks you to clear the current one: a "Delete Report?" dialog warns that "This will permanently delete the report. This action cannot be undone." Confirm with Delete Report.

The wizard then reopens, pre-filled with your previous case type, sections, and details, so you are not starting over. Adjust whatever changed and click Generate Report again. See how to generate the report for the full walkthrough.

Delete without regenerating

The same Delete Report? dialog removes the report for good if you just want it gone. After you delete, the AI Analysis tab goes back to the generate wizard, ready whenever you want a new report.

When to regenerate vs ask Daystrom

Regenerate when the underlying data changed or you want a different shape of report, for example after you resolved flagged cycles or added a missing account. For a quick question about one figure, you do not need a whole rebuild, Daystrom can answer against the same data and even help you rework a section.