Select a Report
AI Report Assistant
Ask your AI Assistant to build you a report.
Note: AI will not always get it right. You may need to rephrase your query. Always make sure to validate the data before saving and publishing your reports.
AI Report Assistant
Ask your AI Assistant to build you a report.
Note: AI will not always get it right. You may need to rephrase your query. Always make sure to validate the data before saving and publishing your reports.
Hello! I can help you analyze your data. Ask me anything about your cases, invoices, or firm data.
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Select which roles can view this published report:
Published reports show a static snapshot. Users with the selected roles will see this report in their Published tab.
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This report will no longer be visible to other users. The published snapshot will be permanently deleted.
Recurring reports will automatically refresh and update the published version with the same permissions.
Let's walk through how to create your first report.