Advanced Report Features
Master the powerful features that make your reports stand out: Role-Based Views, Interactive Visualizations, and Sources & Citations.
Role-Based Views
Create tailored executive summaries for different stakeholders
Overview
Role-Based Views allow you to customize how your report appears to different executive audiences. Each stakeholder sees a tailored executive summary with metrics and sections relevant to their role.
Strategic vision, growth opportunities
ROI, cost-benefit, budget impact
Technology, infrastructure, integration
Security, compliance, risk
Market positioning, customer experience
Overall business value
How to Access Role-Based Views
- Navigate to Report Builder from the menu
- Edit an existing report (create and save one first if needed)
- Scroll down to find the Role-Based Views collapsible section
- Click to expand and configure views for each executive role
Note: Role-Based Views only appear when editing an existing report. Save your report first to enable this feature.
AI-Powered Summary Generation
Use AI to automatically generate executive summaries for all 6 roles at once:
- Click the "AI Generate All" button in the Role-Based Views header
- The AI analyzes your report title, description, categories, and content
- Tailored 200-300 word summaries are generated for each executive role
- Review and edit the generated summaries as needed
- Click "Save All" to save all role views at once
Quick Reference
Where to find these features in the Report Builder
| Feature | Location | Requirement |
|---|---|---|
| Role-Based Views | Report Builder → Collapsible section | Existing report required |
| Visualizations | Report Builder → Below Role Views | Existing report required |
| Sources & Citations | Report Builder → Below Visualizations | Existing report required |
| Export Menu | Report Builder → Toolbar (top right) | Existing report required |