Skip to main content
BuildBetter’s reporting features turn your wealth of customer conversations into digestible, actionable insights delivered exactly when and where you need them. From real-time dashboards to scheduled summaries, stay informed without the manual work.

​
Types of Reports

BuildBetter offers several ways to generate and receive insights:

Cluster Dashboards

Visual analysis of grouped feedback with customizable charts and metrics

Scheduled Reports

Automated summaries delivered on your schedule via email or Slack

Signal Exports

Raw data exports for deeper analysis in external tools

Document Reports

AI-generated narrative reports from your data

​
Cluster Dashboards

Create visual dashboards that reveal patterns in your customer feedback:

​
Dashboard Components

Build your dashboard with these visualization options:
  • Charts
  • Heatmaps
  • Metrics
Bar Charts
  • Signal volume by type
  • Trend analysis over time
  • Category comparisons
Pie Charts
  • Persona distribution
  • Sentiment breakdown
  • Topic allocation
Ridge Charts
  • Sentiment distribution curves
  • Severity patterns
  • Bias analysis

​
Creating Custom Dashboards

1

Access Clustering

Navigate to the Clustering/Collections section
2

Build Your View

Add cards by selecting visualization types and data sources
3

Configure Each Card

  • Select data filters
  • Choose visualization style
  • Set refresh intervals
4

Save and Share

Name your dashboard and set visibility permissions
Combine multiple visualization types to tell a complete story. For example, pair a sentiment pie chart with quote cards to show both the data and the human context.

​
Scheduled Reports

Automate your reporting workflow with scheduled summaries:

​
Setting Up Scheduled Tasks

Navigate to Settings → Account → Scheduled Tasks to create automated reports:
Task Name: Give your report a descriptive titlePrompt Instructions: Tell the AI what to analyze and include
  • “Summarize this week’s feature requests with priority rankings”
  • “Identify critical customer issues that need immediate attention”
  • “Create a competitor mention analysis from recent calls”
Data Sources: Select what to analyze
  • Recent recordings
  • New signals
  • Specific folders
Frequency Options:
  • Daily: Every day at your chosen time
  • Weekly: Specific day and time
  • Monthly: Date and time each month
  • Custom: Advanced cron expressions
Timezone: Reports respect your account timezone
Email Delivery:
  • Sent to your registered email
  • Rich HTML formatting
  • Direct links to sources
Slack Integration:
  • Post to specific channels
  • Mention relevant team members
  • Include actionable links

​
Pre-configured Report Types

Enable these automated reports in your settings:

Weekly Cluster Trends

What: Trending themes and emerging patterns When: Weekly email summary Enable: Settings → Notifications → Weekly trend reports

Call Summaries

What: AI summaries after each call When: Immediately after processing Enable: Settings → Notifications → Call summary emails

​
Data Exports

Export your data for external analysis:

​
CSV Exports

Download comprehensive data sets:
1

Filter Your Data

Use signals filters to select relevant data
2

Export to CSV

Click the download button to export
3

Included Fields

  • Signal summary and context
  • Sentiment, severity, bias scores
  • Topics and keywords
  • Source information
  • Timestamps and metadata

​
Structured Reports

Generate narrative reports from your dashboards: Report Sections Include:
  • Executive summary
  • Key trends and patterns
  • Customer quote highlights
  • Recommendations
  • Business impact analysis
  • Root cause insights
Exported reports maintain source citations, allowing readers to dive deeper into specific feedback when needed.

​
Report Distribution

​
Email Reports

Configure email delivery for your reports: Personal Settings (Settings → Account → Notifications):
  • Call summary emails
  • Weekly trend reports
  • Scheduled task results
Organization Settings (Settings → Organization):
  • External attendee summaries
  • Team-wide notifications
  • Admin alerts

​
Slack Integration

Send reports directly to Slack:
1

Connect Slack

Settings → Integrations → Slack
2

Configure Channels

Select which channels receive reports
3

Set Permissions

Choose workspace-wide or private sharing
4

Enable Workflows

Create workflows that post to Slack

​
Workflow Automation

Use workflows to distribute reports:
  • Send to webhooks
  • Post to multiple channels
  • Trigger follow-up actions
  • Create tickets from insights

​
Best Practices

Start with weekly summaries: Begin with a simple weekly trend report to understand the value before creating complex dashboards.
Use natural language prompts: When creating scheduled tasks, write prompts as if asking a colleague for a summary.
Combine visualizations: Use multiple chart types to provide different perspectives on the same data.
Set appropriate frequencies: Match report frequency to decision-making cadence—daily for operations, weekly for tactics, monthly for strategy.
Include actionable insights: Configure reports to highlight what needs attention, not just what happened.

​
Common Report Templates

​
Product Management Reports

Weekly Feature Request Summary
  • Top requested features by mention count
  • Sentiment analysis of feature discussions
  • Customer quotes for context
  • Priority recommendations
Bug and Issue Tracker
  • Critical issues by severity
  • Affected customer segments
  • Resolution status
  • Trending problems

​
Customer Success Reports

Account Health Dashboard
  • Sentiment by customer tier
  • Risk indicators
  • Engagement metrics
  • Success stories
Churn Risk Analysis
  • Negative sentiment patterns
  • Complaint frequency
  • Competitive mentions
  • Recommended interventions

​
Leadership Reports

Monthly Strategic Overview
  • Market trends from customer conversations
  • Competitive intelligence
  • Team performance metrics
  • Strategic opportunities
Quarterly Business Review
  • Comprehensive signal analysis
  • Progress on key initiatives
  • Customer satisfaction trends
  • Actionable recommendations

​
Advanced Features

​
Custom Cron Scheduling

For complex scheduling needs, use cron expressions: 
0 9 * * 1    # Every Monday at 9 AM
0 15 * * 1-5 # Weekdays at 3 PM
0 0 1 * *    # First day of each month
*/30 * * * * # Every 30 minutes

​
Multi-source Reports

Combine data from multiple sources:
  • Calls + Signals for complete context
  • Multiple time periods for comparison
  • Cross-team data for alignment
  • External data integration

​
Dynamic Filtering

Reports can use dynamic date ranges:
  • “Last 7 days” updates automatically
  • “Previous month” for period comparisons
  • “Since last report” for incremental updates
Report Limits:
  • Maximum 10,000 signals per CSV export
  • Scheduled tasks run maximum once per hour
  • Email reports have 10MB size limit
  • Slack messages limited to 4,000 characters

​
Monitoring and Management

​
Report Performance

Track your report usage:
  • View last run times
  • Check execution status
  • Monitor delivery success
  • Adjust frequencies based on usage

​
Report Maintenance

Keep reports relevant:
  • Review scheduled tasks quarterly
  • Update prompts as priorities change
  • Archive unused dashboards
  • Refine filters for accuracy
Reports are generated using the latest data available at execution time, ensuring you always receive current insights rather than stale information.
BuildBetter’s reporting capabilities transform raw conversation data into strategic insights, delivered automatically to keep your entire organization aligned and informed.