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Share & Automate

Reports

A report is a written narrative — not just a chart — that InsightBase generates from your data and a plain-language intent.

Report types

TypeWhat it produces
On-demandA one-off narrative report answering a specific question you describe, e.g. "Q3 revenue and churn analysis".
DashboardA written summary of an existing dashboard's current state.
AnomalyCalls out unusual movements in the data for the period you specify.
ComparisonCompares one period against another (e.g. this month vs. last month) using the compare date range.

Generating a report

Provide a type, an intent (what you want to know), a datasource or dashboard to base it on, and a date range — plus a comparison range for comparison reports. Generation streams progress live, the same way dashboard generation does, and produces both a structured version and an HTML version you can view or share directly.

Scheduling

Turn any report configuration into a recurring schedule — daily, weekly, or monthly, on a specific day and hour — delivered by email to a list of recipients. Schedules can be run on demand at any time in addition to their normal cadence, and disabled without losing their configuration.

Note:A schedule remembers when it last ran and when it’s next due, so pausing and re-enabling it doesn’t cause a burst of duplicate deliveries.

Delivery

Any generated report can be manually delivered by email on demand — useful for sending a one-off report to someone without waiting for its schedule, or without a schedule at all.