Reli Report Generation

  • Published on Aug 24, 2026
  • 2 minute(s) read
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The AI-Powered View Report Generation feature is designed to transform complex multi-widget data into a concise, executive-level summary. Instead of analyzing individual metrics, this feature leverages advanced AI to synthesize data, key trends, and insights from all applicable widgets within a single View, providing a strategic overview in PDF format.

Dashboard displaying GSC metrics with branded clicks, impressions, and CTR over several months.

How to Use It

Follow these steps to generate, review, and export your AI Report:

  • Select or Create a View: Ensure the target View is configured with the widgets and filters you want to summarize 

  • Access the AI Summary: Navigate to the configured View. Locate and click the "AI Summary" button positioned at the top of the View interface


  • Define the Prompt: A prompt window will appear. You can use the provided default prompt (optimized for executive summaries) or enter a custom prompt to focus the AI's analysis on specific questions, trends, or segments


  • Generate the Draft: Click "Generate Report." The system will process the widget data and display a draft of the report for review


  • Review and Refine: Review the generated draft. If you need adjustments, modify the prompt and click "Regenerate” until the content meets your requirements


  • Export / Schedule the Report: Once the report is finalized, you can either export the report as a PDF or a Google Doc, or schedule it via Email or Slack

  • Schedule the Report: Users can schedule reports to be delivered via Email or Slack on a daily, weekly, or monthly cadence, with an option to send reports instantly. Each scheduled run ensures recipients receive the most up-to-date, AI-generated insights based on the latest synced dashboard data

  • Manage Report: In the Manage Reports section, users can view all scheduled reports in one place and take actions such as pausing or resuming, editing schedules, or downloading reports instantly. The section also provides complete visibility into report details, including recipients, delivery channels, and scheduling frequency.

Supported Widgets

  • Marketing Attribution Performance Overview

  • Funnel Health Metrics

  • Stage Deepdive

  • Conversion Deepdive

  • Marketing Attribution Trends

  • Marketing Attribution Top & Bottom Performance

  • Demand Generation Effectiveness

  • Journeys

  • Deep Funnel Contribution

  • Marketing Influence

  • Campaign Reallocation

  • Campaign Budget vs Spend tracking

  • Funnel Conversion Attribution

  • Funnel Conversion Path

  • Pipeline & Booking Value of Funnel

  • Snapshot Funnel KPIs

  • Funnel Breakdown

  • Conversion Summary

Note: Future enhancements will support an expanded list of widget types

Best Practices for Users

  • Provide clear prompts according to the need

    • Good: "Analyze Q4 marketing performance with focus on ROI and channel effectiveness"

    • Avoid: "Show me stuff"

  • Meaningful View Name and Description

    • Add the meaningful view name and description while saving

    • The model takes context from the description as well to understand the intent behind the view created

  • Relevant Data Selection

    • Include widgets that contain data relevant to your query

    • Remove unrelated widgets to improve focus