Ask your data a question
Type a question in plain words and get a chart, a short answer and the exact data and filters behind it.
For: Team leads, managers and admins with AI analyticsSteps
- Open Reports and select ✨ Ask your data, or pick one of the suggestions.
- Ask what you want to count or total and how to break it down, for example “cases by channel last month” or “won deals by rep this quarter”.
- Read the chart and the answer. Read from shows the data set, filters, dates, grouping and your access, so you can check it.
- Select Open as report to change it in the report builder, or Add to a dashboard to keep it as a widget.
Good to know
- AI only picks which report to run from the data you can already see; it never writes database queries, and only totals are sent to AI.
- If the answer isn't what you meant, name the field you want it grouped by, or open it as a report and adjust the filters.
- A widget added to a shared dashboard re-runs with each viewer's own access.
Still need help? Contact support