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Our new simplified report builder and template library helps you get to grips with reporting in Ashby quickly, helping to ensure you can get a hold of the data you need.

You can also have a conversation with the AI-Assisted Report Builder to get access to your key metrics quickly. Please note that Ashby’s AI-Assisted Report Builder is in Beta.

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Overview

https://www.loom.com/share/34b82977a24347d6bc1127c3a2e92874

Enabling the Report Builder

You can opt in to use the new report builder by heading to any page within the Reports section of Ashby. Click Try New Design on the prompt to switch over to the new interface.

Navigating the Report Builder

1. Getting Started: Here you can explore templates for reports and alerts (more on alerts at Alerts) and use them as a base to get the data you need. You can also explore our Analytics Glossary and Analytics Help guides to get acquainted with building reports in Ashby.
2. Templates: In the left-hand menu, you’ll be able to view a list of the templates available without navigating to Report Templates. Select a topic, then the report type to have it generated. You can also search for a template using the Search templates… field. For more on report templates, check out Report Catalog: Templates
3. Custom Report: Looking to build something from scratch? You can access the core report types here. More on these at Custom Reports.
4. Chat with Ashby: Access the AI-Assisted Report Builder to help you build a custom report. Describe what you’re looking to build within a conversation and the assistant will build it for you.

Generating & Saving Reports

When you select a template or custom report type within the report builder the three key elements for report building will be highlighted above the generated report:

The subject: The type of record being counted. In the example pictured, jobs are being counted.

The timeframe: The timestamp used and the date range to determine the results that should be included. In the example pictured, the timestamp being used is the date the job was opened and the time range is over the last six quarters, displayed by month.

The field the results are grouped by: How the results are further grouped to determine how they are displayed on the report. In our example, the data is already grouped by month in the Timeframe section but you can click Select a field… to group by an additional field.

You can also use the icons down the right-hand side of the report results to make adjustments.

Subject: Change the subject of the report (the record being counted).

Visualization: Set your chart style and any goal lines if needed. For count over time reports, you can also amend other visuals like how the count is displayed on the report.

Filters: Filter by additional fields to only pull the most relevant data to you and your team.

Groupings: Amend the fields that the report is grouped by or add additional fields for grouping.

Settings: Adjust the title and timezone on the report and optionally add any notes.

Once you’ve made any adjustments needed to the report, you can click Save Report. Add a title, set whether the report is private or note and add it to any relevant dashboards as needed. You also have the option to add notes if needed. Click Save Report to then add the report to your saved reports. Saved reports can be accessed under Reports > Saved Reports.

AI-Assisted Report Builder

The AI Report Assistant is only available on the Plus and Enterprise plans: