Report Builder & AI-Assisted Report Builder

our new simplified report builder and template library helps you get to grips with reporting in ashby quickly, helping to ensure you can get a hold of the data you need both ashby all in one and ashby analytics users can access the report builder and ai assisted report builder you can also have a conversation with the ai assisted report builder to get access to your key metrics quickly please review all generated content carefully overview enabling the report builder you can opt in to use the new report builder by heading to any page within the reports section of ashby click try new design on the prompt to switch over to the new interface navigating the report builder getting started here you can explore templates for reports and alerts (more on alerts at ) and use them as a base to get the data you need you can also explore our analytics glossary and analytics help guides to get acquainted with building reports in ashby templates in the left hand menu, you’ll be able to view a list of the templates available without navigating to report templates select a topic, then the report type to have it generated you can also search for a template using the search templates… field for more on report templates, check out custom report looking to build something from scratch? you can access the core report types here more on these at chat with ashby access the docid\ kfmxauorkzx6 ezbu32po to help you build a custom report describe what you’re looking to build within a conversation and the assistant will build it for you generating & saving reports when you select a template or custom report type within the report builder the three key elements for report building will be highlighted above the generated report the subject the type of record being counted in the example pictured, jobs are being counted the timeframe the timestamp used and the date range to determine the results that should be included in the example pictured, the timestamp being used is the date the job was opened and the time range is over the last six quarters, displayed by month the field the results are grouped by how the results are further grouped to determine how they are displayed on the report in our example, the data is already grouped by month in the timeframe section but you can click select a field… to group by an additional field you can also use the icons down the right hand side of the report results to make adjustments subject change the subject of the report (the record being counted) visualization set your chart style and any goal lines if needed for count over time reports, you can also amend other visuals like how the count is displayed on the report filters filter by additional fields to only pull the most relevant data to you and your team groupings amend the fields that the report is grouped by or add additional fields for grouping settings adjust the title and timezone on the report and optionally add any notes once you’ve made any adjustments needed to the report, you can click save report add a title, set whether the report is private or note and add it to any relevant dashboards as needed you also have the option to add notes if needed click save report to then add the report to your saved reports saved reports can be accessed under reports > saved reports ai assisted report builder the ai report assistant is only available on the plus and enterprise plans foundations legacy plus plus enterprise ❌ ❌ ✅ ✅ you can opt in to use the ai assisted report builder in admin > organization setup > https //app ashbyhq com/admin/organizational settings/early access check the ai assisted report builde r checkbox to opt to use this specific feature to access the reporting assistant, click let’s chat! when using the new report builder design this will open up a conversation where you can add in your prompt and the reporting assistant can then get to work on generating your report once the report is generated, you can then make adjustments to the report, save it, or return to the chat to prompt the assistant to make other adjustments to provide feedback on the generated report, click the give feedback button within the conversation you can give a positive or negative rating and also provide a comment