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Insight Reports

Insight Reports is where you read the periodic reports the AI generates automatically from your store data. The view is read-only, and the top tabs switch between Weekly / Monthly / Quarterly / Document reports.
This page is visible to every member of your organization (Owner, Manager, and Member).

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Report layout

KPI cards

Summarizes four key metrics as cards.

Trend chart

Visualizes how metrics change over the period.

Detail table

Lists per-item values and their change.

AI summary

An sLLM automatically summarizes the report’s key points.
The body is shown as section-style or HTML document-style content depending on the report type.

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Working with reports

1

Follow a recommended question

Clicking a recommended question opens the Analytics / Actions chat with the question prefilled.
2

Tool buttons

Use the top toolbar for Archive / Export PDF / Share.

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Empty state

When no report has been generated yet, this message appears:
No reports have been generated. Reports are published automatically every Monday morning.