What kinds of reports can we make?

Open Reports under Bill Tracking in the left navigation. The page has two tabs:

• Curated reports: a report you build by hand, bill by bill, with your own position and statement on each. You can publish it as a public page or download it.
• Status reports: templates that pick bills by rules and build a fresh report each time you run them. Hearing calendars live here too.

Curated reports

A curated report is for telling people what your organization did: a session record of enacted bills, a priorities list for members, a handout for lawmakers.

Create one

Choose New report, give it a Title (for example "2026 Legislative Priorities") and an optional Description, then Create report. The report opens in the editor as a Draft.

The list on the Curated reports tab shows each report's status (Draft or Published), how many bills it holds, how many times its public page was viewed and when it was last edited. Use Search reports… to find one. The menu on each row has Open, View public page (once published) and Delete.

Add bills

The Find bills panel on the left searches your state's bills by keyword or bill number, or by code section, with Filters for a range of sections. Enacted only is on to start with, since most curated reports are about bills that became law. Turn it off to search every bill. Click a bill to see its details, or choose Add.

Organize and write

• Choose Add section to group bills under headings. Click a heading to rename it, use the arrows to move it, or delete it (its bills move to Ungrouped).
• Drag bills to reorder them or move them between sections. The menu on each bill also has Move to section and Remove from report.
• Choose Edit on a bill to write what the report says about it:
  • Summary title: a one-sentence headline.
  • Our position: Support, Oppose, Support if amended or Neutral, or none.
  • Position statement: the text shown with the bill.
  • Custom callout (optional): a short key takeaway.
  • Display options: tick what to show for this bill: Summary title, Bill Caption, Position, Position statement, Sponsor, Co-sponsors, Status date, Floor votes, Custom note.

Each text field has Generate with AI. The suggestion appears beside your text; choose Use this to keep it or Discard to drop it. You can also ask for a version that is Punchier, More neutral or Shorter, and the position statement lets you add your own instructions before generating.

Publish

Flip the switch from Draft to Published to put the report on a public page on your organization's web address. View public page opens it. Visitors to a published report can download it as a PDF. Flip it back to Draft to take the page down.

Downloading curated reports is covered in the article on running reports and file formats.

Status report templates

A template saves the rules for a report: which bills, which dates, what to show for each bill and in what order. Each time you run it, the report is built from the latest data and saved exactly as it came out. See the article on status reports and saved runs.

Your organization starts with these shared templates: Weekly status, Monthly status, Calendar year status and Next week's hearings (a hearing calendar).

Make a template

On the Status reports tab choose New template (or New hearing calendar; see the hearing calendar article). The editor has these parts, with a live Preview beside them showing the first 25 bills:

• Name: a name, an optional description, and who sees it: Only me or Shared with all staff.
• Which bills: conditions, built the same way as an advanced search in Browse Bills. For example, bills in a portfolio, bills with a certain position, or bills in a committee.
• Activity date range: only bills with activity in the range are included. Choices are Since the last run, Last days, This week, Last week, This month, Last month, Since January 1, This legislature (both years), Since a date, Between two dates and Any time (no activity window). Week ranges let you choose whether weeks start Monday or Sunday. Each run works the dates out again on the day it runs, and the line under the choice says what the range means today. What counts as activity lets you narrow which kinds of action count.
• What each bill shows: tick the details to print, in groups: Text (caption, official summary, our summary, caption-bill notice), People (prime sponsors, co-sponsors, sponsor contact links), Progress (status, status in each chamber, last action, activity in the period, chapter number), Documents (amendments, fiscal note links), Schedule (upcoming hearings and calendars), Our organization (our position, our priority, position statement, internal notes, Issue Portfolios) and Votes (floor votes, committee votes). Internal notes are marked "staff only". Extra choices appear for amendments (adopted only, or filed and adopted, with or without summaries), floor votes (latest in each chamber, or every one in the date range) and how many days of upcoming hearings to show.
• Order and grouping: sort by up to three of bill number, chapter number, latest action, our priority, our position, or how far the bill has got. Group by our position, our priority, the chamber the bill is in, enacted or not, the committee the bill is in, Issue Portfolio, or how far the bill has got. Show companion bills on one row pairs House and Senate versions, and you choose which number comes first. PDF layout is covered in the formats article.
• Email this report: send it on a schedule. See the scheduled delivery article.

Choose Save, or Save and run now to save and build the report straight away. On an existing template, Save as a new template makes a copy.

When you group by Issue Portfolio, a bill in several portfolios is listed under each. A shared template counts only shared portfolios. A private template also counts your own private portfolios.

Who can do what

• Curated reports: everyone can open and download them. Owners and Editors create, edit, publish and delete them.
• Private templates: anyone, in any role, can make, change and run their own. Nobody else sees them, the organization's Owner included.
• Shared templates: everyone can see and run them. Only Owners and Editors can create, change, share or delete them. Others can open a shared template and choose Save as a new template to make a private copy.

A shared template runs the same way for everyone, so a condition on someone's private Issue Portfolio matches no bills in it.

If this does not solve it, email support@conservativestates.app and tell us your organization's name.