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Custom Reports & AI Generate

Reports lets you compose multi-widget dashboards (stat cards, donuts, bars, tables, lists, funnels). AI Generate writes the whole dashboard from a one-line prompt — no manual widget-clicking required.

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Steps

  1. Go to Analytics > Reports (sidebar > Analytics > Reports tab).
  2. To build manually: click "+ New Report" > "Edit mode" > "+ Add Widget" and pick from the catalog.
  3. To build with AI: click "✨ Generate with AI" in the header (or use the inline prompt on the empty-state). Type what you want to see and submit — AI picks 3–8 widgets from the catalog and drops them into a fresh dashboard.
  4. AI output goes into a NEW report so you never overwrite a hand-curated one. Rename, edit, or delete from the tabs above the widget grid.
  5. Date range and dashboard name come from the prompt when AI can infer them ("...this year" → 1y range; "Pipeline Health" → name).
  6. Export any report as CSV from the header (requires the reports:export permission).

Good to know

  • Good AI prompts are specific about audience and timeframe: "weekly sales review — funnel, top deals, and stage distribution for the last 30 days" beats "show me sales".
  • AI only picks from the shipped widget catalog — it won't invent new chart types. If your ask doesn't map to existing widgets, you'll see "AI could not match…"; rephrase using terms from the catalog (stage / source / lead score / deal value / activity / tasks / bookings).
  • AI Generate uses your monthly AI token budget like every other AI feature (Starter 500K / Pro 2M / Max 10M). Each generation typically costs <2K tokens.
Example: Before her Monday standup, an SDR manager opens Reports > "✨ Generate with AI" and types "this week's sales pulse — pipeline stage breakdown, top leads, and won revenue for the last 7 days". 3 seconds later "Sales Pulse" is a fresh dashboard with a donut + a top-leads table + a won-revenue stat card, time-windowed to the last 7 days. She never had to scroll the widget catalog.

Troubleshooting

"AI could not match your prompt to any available widgets"
The prompt described charts/data that aren't in the catalog, or used vocabulary the model couldn't map (e.g. "MQL-to-SQL conversion velocity" when the catalog has "Conversion Rate" and "Pipeline Stages").
Fix: Rephrase using the categories the catalog actually covers: contacts, pipeline & deals, tasks, activity, conversations, bookings. Example: "show pipeline stage breakdown and top leads this month".
AI generated only 1–2 widgets when I expected more
The model intentionally caps picks at 3–8 and skews lower for narrow asks. A prompt like "total revenue" maps to one stat card by design.
Fix: Broaden the prompt — list the angles you want covered ("revenue, deals by stage, top sources, weekly activity").
Generation failed with "monthly AI limit reached"
Your org used up the month's AI token budget across all AI features (Coach, Pulse, Playbooks, Drafts, Generate, etc.).
Fix: Add a BYOK provider key under Settings > AI to bypass the shared CRMown AI budget, or wait for the budget to reset on the 1st.

Plans

Custom Reports + AI Generate are on all plans. AI Generate uses your monthly AI token budget; CSV export requires the reports:export permission (OWNER/ADMIN by default).

Related

  • Analytics Overview — pre-built KPI dashboard
  • AI Usage — track token consumption
  • AI Agent Configuration — bring your own provider key

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