Lesson 52 · Put it to work
Build a report by describing it
Describe it, check the preview, then publish, schedule and share.
You’ll be able to
- Build a report by describing it
- Change it by chatting, then publish and schedule it
- Share it, or save it to Knowledge
Read the docs
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Transcript
You can now build a report by describing it. Then publish it, schedule it, and share it.
Go to Insights, then Reports, and click New Interactive Report. Start from a blank report, or pick a template.
Describe what you want in plain words. The AI plans the report, pulls your signals, and builds it in the preview.
The preview is the real report, with filters, tabs and charts. Switch between Light and Dark to check how it looks.
To change it, keep chatting. Ask for the last 30 days, or a breakdown by product area.
When it looks right, click Publish. Schedule sends it to your team by email or Slack, on the days you pick.
On the published report, Copy link and Email share it. Under Export, save it to Knowledge, or download a PDF.
Next up, see everything about one customer.
