Reports

Reports are saved lists of records from your book — clients, prospects, people, other contacts, businesses, meetings, or tasks. Describe what you want in plain language and let Slant’s AI build the report, or choose a record type and apply filters yourself. Either way, you can return to a report anytime to see results from 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 revisit it whenever you need fresh numbers.

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The reports table

Saved reports live in a table on the Reports page — the same table used for clients, prospects, and other record lists. Click a row to open that report. The table shows these columns:

• Report — the report name
• Description — what the report finds. A prompt-built report shows Generating report… while a run is in progress.
• Record type — Clients, Prospects, Past clients, People, Contacts, Meetings, Tasks, or Businesses
• Definition — Prompt for reports built by AI, Filters for reports built by hand
• Records — how many records the latest run returned
• Runs — how many times the report has been run
• Last run — how long ago the report last ran, or Never
• Created — the date the report was created

Records, Runs, and Last run apply to prompt-built reports. Filter reports always reflect current data, so Records and Runs show a dash and Last run shows Never. Narrow the list with the Record type and Definition chips, or click Filter to filter by Last run, Created, or Runs. Click the search icon to find a report by name, drag a column edge to resize it, and open a column’s … menu to sort by that column. Save any combination of filters, columns, and sort order as a view — see data views for how views work. To start a new report, click New report in the table toolbar.

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Create a report

There are three ways to create a report:

• Build with a prompt — describe the records you want in plain language and let Slant’s AI create the report.
• Build with filters — choose a record type, then narrow the results with fields and filters yourself.
• Save a cohort from chat — save a list of records returned by an AI chat conversation.

When you click New report, Slant asks How would you like to create this report? and offers two cards: Build with a prompt and Build with filters.

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Build with a prompt

Once generation completes, you’re taken to the report detail page where you can see the results.

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Build with filters

Build a report by hand when you know the record type you want and can express your criteria as filters. Filter reports stay live: they always reflect the current data in your book, so there’s nothing to rerun. Your report appears in the reports table with its record type and a Filters definition. To change a filter report later, click its row in the reports table to reopen the builder. Adjust the name, filters, or columns, then click Save changes. Filter reports can repeat eligible fields in separate AND conditions. For example, add Tag has all of or repeat a tag condition to require several tags. Use does not have any of to exclude records carrying selected values.

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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. The saved report appears in the reports table and can be rerun at any time.

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View report results

Click any row in the reports table to open that report. How results appear depends on how the report was built:

• Prompt-built reports open a detail page showing the report’s name, description, and run history.
• Filter-built reports open the builder, with a live results table that always reflects your book’s current data.

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Run history

For prompt-built reports, 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 prompt-built 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. The report status changes to Running while the AI generates fresh results. A new entry appears in the run history when the run completes.

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Rename a report

How you rename a report depends on how it was built:

• Prompt-built reports — on the report 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.
• Filter-built reports — open the report to reopen the builder, change the Report name field, and click Save changes.

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Delete a report

The report disappears from the reports table.

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Supported record types

Which record types a report can cover depends on how it’s built. Prompt-built reports determine the record type automatically from your description and support:

• Clients — active, paying households
• Prospects — potential households being cultivated
• People — individuals within households
• Other contacts — professional relationships (CPAs, attorneys, referral sources)
• Meetings — scheduled and completed meetings
• Tasks — open and completed tasks

Filter-built reports support Client, Prospect, Past client, Other contact, and Business — you choose the type when you start the report. Businesses are only available in filter-built reports.

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FAQ

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Next steps