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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.

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Configuring your report layout

When publishing a report based on your analysis, you likely want to change the layout a bit to tell a better story. To building your report by clicking Report on the top menu bar from your Smartbook:

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 and resize 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.

For more information on how to schedule updates, check out this page.

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Smart Reports FAQ