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Reports are saved queries that return a list of records from your book — clients, prospects, people, contacts, meetings, or tasks. Describe what you want to find in plain language, and Slant’s AI builds the query for you. You can rerun a report at any time to get updated results with the latest data. Reports are useful for recurring analyses like “clients who haven’t had a meeting in 90 days” or “prospects tagged as referrals this quarter.” Instead of asking the same question in chat each time, save it as a report and rerun it whenever you need fresh numbers.

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Create a report

There are two ways to create a report: from scratch using a natural language description, or by saving a cohort from an AI chat conversation.

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Create from scratch

1

Open Reports

Click Reports in the sidebar under Platform.
2

Start a new report

Click New report.
3

Describe what the report should find

Enter a plain language description of the records you want. For example, “All clients who discussed retirement planning in the last 90 days” or “Prospects with no meetings scheduled.”
4

Generate the report

Click Generate report. Slant’s AI interprets your description, builds a query, and returns the matching records. This may take a moment.
Once generation completes, you’re taken to the report detail page where you can see the results.
Be specific in your descriptions. Include details like time ranges, record types, tiers, tags, or activity types to get more precise results.

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Save a cohort from chat

When AI chat returns a list of records (a cohort), you can save it as a reusable report.
1

Open the cohort

In a chat conversation, click the cohort result to open it in a full-screen dialog.
2

Save as a report

Click Save as report at the top of the cohort dialog.
3

Name the report

Enter a name for the report and click Save report.
The saved report appears on the Reports page and can be rerun at any time.

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View report results

Each report has a detail page showing its name, description, and run history. Click any report card on the Reports page to open it. The Run history section lists every time the report has been run, with the most recent run at the top. Each entry shows:
  • Record count — how many records matched (for example, “12 clients”)
  • Date and time — when the run completed
  • Run notes — any additional instructions provided for that run
The oldest entry in the list is labeled (original) to indicate the first time the report was generated. Click any run to open a full-screen dialog showing the matching records in a table. From this dialog you can:
  • Download CSV — download the results as a spreadsheet
  • Take bulk actions — for client and prospect reports, apply bulk operations like updating tiers, adding tags, enrolling in sequences, adding to projects, sending bulk emails, and more

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Run a report

Rerun a report to get updated results based on the latest data in your book. The AI re-evaluates the original query, recalculates any relative date ranges (like “last 90 days”), and searches for new records that match.
1

Open the report

Click the report on the Reports page to open its detail page.
2

Run the report

Click Run report. A dialog appears where you can optionally provide additional instructions for this run.
3

Add instructions (optional)

If you want to adjust the query for this run, enter additional instructions. For example, “Exclude clients under 50” or “Include prospects this time.” Leave blank to run the report as-is.
4

Confirm

Click Run as-is or Run with changes depending on whether you added instructions.
The report status changes to Running while the AI generates fresh results. A new entry appears in the run history when the run completes.
Additional instructions only apply to the current run. They do not permanently change the report’s underlying query.
You can also run a report directly from the Reports list page by clicking the Run button on a report card.

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Rename a report

On the report detail page, hover over the report name and click the pencil icon that appears. Type the new name and press Enter to save, or press Escape to cancel.

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Delete a report

On the Reports list page, hover over a report card and click the trash icon in the top-right corner. Confirm the deletion in the dialog that appears.
Deleting a report removes it and its run history. This cannot be undone.

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Supported record types

Reports can query any of these record types:
  • Clients — active, paying households
  • Prospects — potential households being cultivated
  • People — individuals within households
  • Contacts — professional relationships (CPAs, attorneys, referral sources)
  • Meetings — scheduled and completed meetings
  • Tasks — open and completed tasks
The record type is determined automatically based on your description.

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FAQ

Reports are saved queries you can rerun. When you ask a question in chat, the results are part of that conversation. A report lets you re-execute the same query later with fresh data, without retyping the question.
Not directly. To change the underlying query, create a new report with the updated description. You can also provide additional instructions when rerunning a report to adjust a specific run without changing the base query.
Relative date references like “last 90 days” or “this quarter” are recalculated from the current date on each run. The AI tells you the exact date range it used so you can verify.
Yes. Reports return up to 500 matching records per run. If your query matches more than 500 records, try narrowing the criteria to get a more focused result set.
If the AI is unable to generate the report, the detail page shows a failure message with the option to delete the report and try again with a different description.

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Next steps

Book chat

Ask questions and generate cohorts that can be saved as reports.

Sequences

Enroll report results into automated outreach sequences.