Report Builder & AI-Assisted Report Builder
Our simplified report builder and template library help you get a handle on reporting in Ashby quickly, ensuring you can access 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 access your key metrics quickly.
Review all AI-generated content carefully.
For a guided walkthrough of building reports with AI and working with the results, take the AI-Assisted Reporting course in Ashby Academy.
Overview
Watch the overview video below, or follow the steps in this article.
Navigating the report builder
You can access the report builder by clicking Reports > Report Builder.
- Getting Started: Here you can explore templates for reports and alerts (more on alerts at Alerts) 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.
- Chat with Ashby: Access the Report Builder & AI-Assisted Report Builder to help you build a custom report. Describe what you're looking to build within a conversation and the assistant builds it for you.
- Templates: In the left-hand menu, you can view a list of the available templates without navigating to Report Templates. Select a topic, then the report type to generate it. You can also search for a template using the Search templates… field. For more on report templates, check out Report Catalog: Templates.
- Custom Report: Looking to build something from scratch? You can access the core report types here. More on these at Custom Reports.
Generating and saving reports
When you select a template or custom report type within the report builder, the report builder highlights three key elements used to generate the report data:
- The subject: The type of record being counted. In the example pictured, the report counts jobs.
- The timeframe: The timestamp used and the date range to determine the results that should be included. As an example, the timestamp being used could be 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 timeframe section already groups the data by month, but you can click Add Primary Field to Group Results By to group by an additional field.
You can also use the icons on the right-hand side of the report results to make further adjustments.
- Filters: Filter by additional fields to only pull the most relevant data to you and your team.
- Visualization: Set the chart style and adjust other visual settings for your report.
- Note: Add a note to your report for additional details that are helpful for other viewers. Click + Add Note to add your note.
- Interpretation: Use the AI Report Interpretation tool to get insight on your report. More on this at AI Report Interpretation.
To save your report:
- After making any adjustments, click Save Report.
- Add a title, set whether the report is private, add a note, and add your new report to any relevant dashboards.
- Click Save Report to add the report to your saved reports.
Saved reports can be accessed under Reports > Saved Reports.
AI-Assisted Report Builder
The AI-Assisted Report Builder is only available on the Legacy Plus, Plus, and Enterprise plans:
Foundations | Legacy Plus | Plus | Enterprise |
|---|---|---|---|
❌ | ✅ | ✅ | ✅ |
To opt in to the AI-Assisted Report Builder, navigate to Admin > Organization Setup > Opt-In Features. Check the AI-Assisted Report Builder checkbox to opt in to this specific feature.
To access the AI Reporting Assistant, click Let's Chat! in Reports > Report Builder.
This opens a conversation where you can enter your prompt and the AI Reporting Assistant gets to work generating your report.
If the AI Reporting Assistant needs more information, it follows up with further questions to clarify the relevant information for your report before building it. You can respond in the chat to provide further context.
Once the AI Reporting Assistant generates the report, you can make adjustments, 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.
