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Sharing Smartbooks & Smart Reports

To share a Smartbook or Smart Report, simply copy/paste the URL and share it with anyone in your organization. When they log in, they will automatically be redirected to the Smartbook or report that you’ve shared with them.

Alternatively, if you’re sharing it with someone who is already a Fabi.ai user, you can tag them in a comment.

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Inviting colleagues

To invite a colleague, share the Fabi.ai URL with your colleague and invite them to log in: https://app.fabi.ai/

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Commenting

Fabi.ai brings the collaboration right to your insights. You can comment and tag coworkers in Smartbooks or Smart Reports. Comments in Smartbook and reports are unique to each. This way, you can discuss code and findings with other technical stakeholders in your Smartbook and discuss insights with your stakeholders in Smart Reports.

Tagged users will receive an email with a link to the relevant Smartbook and Smart Report.

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Creating filters & inputs

Once you’ve built some insights that you’d like to share, the next step is to make these interactive so your stakeholders can explore the insights on their own.

To do this, we’ll need to create filters and inputs.

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SQL filters & input

To add a filter or input to a SQL query, find the variable that you want to parameterize, and replace it with {{your_variable_name}}.

For example:

select * 
from customers
where age > {{customer_age}}

Next, above the SQL cell, select Insert a new cell then Filters & Inputs. Select the type and enter the required information. Once you’re done, press Submit.

Step 1: Create a variable

Step 2: Create a filter or input

Step 3: Configure the filter or input

Note: You can also insert these parameters in text cells

This report shows a list of customers where age > {{customer_age}}.

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Python filters & inputs

You can create filters and inputs in Python cells the exact same way that you would for SQL, except that you can’t just use the variable directly, without the {{}}.

For example:

filtered_customers = customers[customers['age'] > customer_age]

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Building Smart reports

Once you’ve found the insights you’d like to share and added filters and inputs, it’s time to package this up and share it with your stakeholders.

Start building your report by pressing Publish.

In this view, you can do a few things:

1. Select which elements you would like to display in your published report
2. Re-order elements
3. Schedule your report to run on a given cadence

Important: The order of the cells in the Smartbook matters, but in the report, you can reorder cells however you want. Fabi.ai tracks dependencies between cells, which gives you the freedom to craft your report in whichever way will resonate the most with your stakeholders.

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Publishing & sharing a report

When your report is ready to be published, click Publish and Fabi.ai will open up a new tab with your published report.

To share this report, copy/paste the URL and share it with your colleagues, or if they’re already Fabi.ai users, tag them in a comment.

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Scheduling reports

If you would like to schedule this Smart Report to refresh on a specific cadence, in the Publish view, click “Disabled” next to Schedule in the right hand panel.

Select the time and cadence at which you would like to refresh the data and hit Submit.

You will receive a confirmation email every time your report is refreshed.