What Are Intelligent Reports?
Intelligent Reports is an AI-powered reporting system that transforms your customer signals into actionable intelligence. It automatically clusters feedback, performs statistical analysis to identify trends and anomalies, and generates narrative insights with supporting evidence.Automated Analysis
AI analyzes signals, identifies patterns, and highlights what’s changed since your last report
Statistical Insights
Real statistical analysis including z-scores for anomaly detection and volume trend calculations
Customer Quotes
Every insight backed by real customer quotes with attribution for credibility
Flexible Scheduling
Daily, weekly, or monthly delivery—or let AI recommend the right frequency based on your data
What’s In a Report?
Each Intelligent Report includes:Headline & Executive Summary
A single-sentence headline with the most important takeaway, followed by a 2-3 sentence conversational summary. Perfect for quickly understanding what happened.Top Insights
3-5 detailed insights, each containing:- Theme: Category like feature request, bug, objection, or praise
- Key Insight: One actionable sentence explaining what’s happening
- Root Cause Analysis: Why this is happening now
- Business Impact: Which metric is affected—retention, expansion, engagement, or conversion
- Affected Customers: Companies and users experiencing this issue
- Supporting Metrics: Signal count, volume change, statistical significance
What’s New
Genuinely novel findings that weren’t present in previous reports—the unexpected patterns worth your attention.Recommended Actions
Specific, actionable next steps with suggested owners. Not generic advice, but tailored recommendations based on the data.Visualizations
Charts showing volume trends, issue clustering, severity distribution, and sentiment over time.Report Frequencies
- Daily
- Weekly
- Monthly
- Intelligent
Best for: High-volume teams, active launches, critical monitoring periodsGet a pulse check every morning on what happened in the last 24 hours. Requires at least 20 signals per day to generate meaningful insights.Example use case: Product team during a major launch monitoring customer reactions in real-time.
Core Capabilities
Anomaly Detection
Reports automatically identify statistical anomalies using z-score analysis. When a topic suddenly spikes in volume or severity deviates significantly from the norm, it gets flagged—even if you weren’t looking for it.Period Comparison
Every metric is compared against the previous period (daily vs. yesterday, weekly vs. last week, monthly vs. last month). You’ll always know if something is increasing, decreasing, or stable—and by how much.Intelligent Clustering
Signals are automatically grouped into themes using AI clustering. Instead of reviewing hundreds of individual data points, you see the 3-5 most important patterns.Quote Selection
Every insight includes a real customer quote, automatically selected for clarity and impact. Quotes are attributed to companies or users when available, providing credibility for sharing with stakeholders.Personalization
Your Role
Tell Reports about your role (Product Manager, Customer Success, Sales, Leadership, etc.) to receive insights framed for your priorities. A PM sees feature request analysis; a CS lead sees account health signals.Your Interests
Specify topics you care about most—specific features, customer segments, competitors, or themes. Reports will prioritize these areas when generating insights.Delivery Schedule
Choose exactly when reports arrive:- Day of week: For weekly reports, pick which day you want them
- Day of month: For monthly reports, choose the date
- Time of day: Select your preferred delivery time
Getting Started
1
Navigate to Reports
Go to Reports in the sidebar to access the Intelligent Reports page.
2
Configure Your Preferences
Set your frequency (or choose Intelligent for AI recommendation), delivery schedule, role, and interests.
3
Generate a Preview
Click Generate Preview to see what your report will look like with your current data. This helps you understand the format before enabling delivery.
4
Send a Test Email
Use Send Test Email to receive a sample report in your inbox. Verify it looks good and the timing works for your workflow.
5
Save and Enable
Save your preferences to start receiving scheduled reports. You can adjust settings anytime from the Reports page.
Common Use Cases by Team
- Product
- Customer Success
- Sales
- Leadership
Weekly reports every MondayStart your week knowing:
- Top feature requests and how they’re trending
- New pain points that emerged
- Which customer segments are most vocal
- Statistical anomalies in feedback patterns
Report History
All generated reports are saved to your history, allowing you to:- Review past reports: See what insights were delivered previously
- Track patterns over time: Compare reports across weeks or months
- Re-send reports: Forward a historical report to colleagues
- Verify delivery: Confirm reports were generated and sent
Understanding Report Quality
Reports require sufficient data to generate meaningful insights:| Frequency | Minimum Signals | Recommended |
|---|---|---|
| Daily | 20 | 50+ |
| Weekly | 30 | 100+ |
| Monthly | 50 | 200+ |
- Suggest a longer reporting period
- Explain what data is available
- Still generate a report if you proceed (with a quality warning)
Best Practices
Start with Weekly
Unless you have very high signal volume, weekly reports offer the best balance of insight and signal-to-noise ratio.Configure Your Interests
Taking a minute to specify your interests dramatically improves report relevance. Generic reports are less actionable.Share with Your Team
Reports are designed to be shared. Forward them to colleagues or use them to start team discussions about customer intelligence.Review History Periodically
Looking at reports over time reveals trends that single reports miss. Monthly pattern reviews surface strategic insights.Combine with Chat
When a report highlights an interesting insight, use Chat to dig deeper. Ask follow-up questions about the data behind any finding.Integration with BuildBetter
From Signals to Reports
Reports analyze the same signals you see throughout BuildBetter:- Signals are extracted from calls, tickets, feedback, and other sources
- Reports cluster and analyze these signals statistically
- AI generates narrative insights with supporting evidence
- Recommendations tie back to your tracked objects and workflows
With Knowledge Pages
Use report insights to update your Knowledge pages:- When reports show recurring themes, document them in Knowledge
- Link insights to relevant Knowledge pages for context
- Build a living library of customer intelligence
With Tracked Objects
Report findings often connect to tracked items:- Feature requests mentioned in reports may already be tracked
- New commitments identified can be added to Tracked
- Problem patterns inform tracked issues and their priority
Intelligent Reports is currently in beta. The feature is available to workspaces with the appropriate access enabled. Contact your workspace admin or support to enable Reports.