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This video shows an earlier version of the menu. Today Reports is in the AI Marketer group of the sidebar.

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In this guide

  • Asking for a deck or a dashboard
  • Updating a report you already made
  • Sharing by link, PDF or email

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Where to find it

Open AI Marketer → Reports.

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Steps

  1. Click Generate Report and tell the agent what to cover, or start from View templates. You can also ask for a report in any chat.
  2. Choose the kind of report: a Deck (a snapshot you can download and email) or a Dashboard (a live view you share by link).
  3. Open the report. Click Download PDF for a deck, or Refresh data for a dashboard.
  4. Click Update Report to have the agent refresh the numbers or change sections.
  5. Click Share to send a deck by email as a PDF, or to copy a link.