> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Build reusable lists of records from your book — with a plain-language prompt or with filters — and revisit them anytime for fresh results.

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](/dashboard/book-chat) each time, save it as a report and revisit it whenever you need fresh numbers.

## 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**.

<Note>
  When you work across all books, a **Book** column shows which book each report belongs to, or **Company-wide** for reports shared across the company.
</Note>

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](/records/data-views) for how views work.

To start a new report, click **New report** in the table toolbar.

## 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](/dashboard/book-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**.

### Build with a prompt

<Steps>
  <Step title="Open Reports">
    Click **Reports** in the sidebar under **Platform**.
  </Step>

  <Step title="Start a new report">
    Click **New report**, then choose **Build with a prompt**.
  </Step>

  <Step title="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."
  </Step>

  <Step title="Generate the report">
    Click **Generate report**. Slant's AI interprets your description, builds the report, and returns the matching records. This may take a moment.
  </Step>
</Steps>

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

<Tip>
  Be specific in your descriptions. Include details like time ranges, record types, tiers, tags, or activity types to get more precise results.
</Tip>

### 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.

<Steps>
  <Step title="Open Reports">
    Click **Reports** in the sidebar under **Platform**.
  </Step>

  <Step title="Start a new report">
    Click **New report**, then choose **Build with filters**.
  </Step>

  <Step title="Choose a record type">
    Under **What type of record is this report for?**, choose **Client**, **Prospect**, **Past client**, **Other contact**, or **Business**.
  </Step>

  <Step title="Choose who each row represents">
    For a **Client** report, choose **Households** for one row per household or **People** for one row per individual person. People-based reports use person fields, filters, and columns. Other record types continue directly to the builder.
  </Step>

  <Step title="Add filters and columns">
    In the builder, enter a **Report name**, then add filters and choose which columns to show. The results table updates as you go, and a **Your report is unsaved** badge appears until you save.
  </Step>

  <Step title="Save the report">
    Click **Save report**.
  </Step>
</Steps>

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.

<Note>
  Filter reports support **Client**, **Prospect**, **Past client**, **Other contact**, and **Business** records. Client reports can represent either households or people; the other record types use one row per record.
</Note>

### Save a cohort from chat

When [AI chat](/dashboard/book-chat) returns a list of records (a cohort), you can save it as a reusable report.

<Steps>
  <Step title="Open the cohort">
    In a chat conversation, click the cohort result to open it in a full-screen dialog.
  </Step>

  <Step title="Save as a report">
    Click **Save as report** at the top of the cohort dialog.
  </Step>

  <Step title="Name the report">
    Enter a name for the report and click **Save report**.
  </Step>
</Steps>

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

## 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.

<Tip>
  In the results table, click a record's name to open its details. This works for clients, prospects, people, other contacts, and meetings. Task rows aren't linked.
</Tip>

### 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

<Note>
  Filter-built reports don't have a run history — they update automatically and have no **Run** button. Only prompt-built reports are run and tracked over time.
</Note>

## 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.

<Note>
  Only prompt-built reports can be run. Filter reports update on their own, so they have no **Run** button.
</Note>

<Steps>
  <Step title="Open the report">
    Click the report's row in the reports table to open its page.
  </Step>

  <Step title="Run the report">
    Click **Run report** in the top-right corner. A dialog appears where you can optionally provide additional instructions for this run.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm">
    Click **Run as-is** or **Run with changes** depending on whether you added instructions.
  </Step>
</Steps>

The report status changes to **Running** while the AI generates fresh results. A new entry appears in the run history when the run completes.

<Note>
  Additional instructions only apply to the current run. They do not permanently change the report's underlying query.
</Note>

## 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**.

## Delete a report

<Steps>
  <Step title="Open the report">
    Click the report's row in the reports table.
  </Step>

  <Step title="Open the actions menu">
    Click the **...** menu in the top-right corner.
  </Step>

  <Step title="Delete the report">
    Select **Delete report**, then click **Delete** to confirm.
  </Step>
</Steps>

The report disappears from the reports table.

<Warning>
  Deleting a report removes it and its run history. This cannot be undone.
</Warning>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="How is a report different from asking a question in chat?">
    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.
  </Accordion>

  <Accordion title="Can I edit a report's query after creating it?">
    It depends on how the report was built. Filter-built reports are fully editable — click the report to reopen the builder, change its filters or columns, and click **Save changes**. Prompt-built reports (created by AI) can't be edited directly; create a new report with an updated description, or provide additional instructions when you rerun.
  </Accordion>

  <Accordion title="What happens to date ranges when I rerun a report?">
    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.
  </Accordion>

  <Accordion title="Is there a limit on how many records a report can return?">
    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.
  </Accordion>

  <Accordion title="What happens if report generation fails?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Book chat" icon="message-bot" href="/dashboard/book-chat">
    Ask questions and generate cohorts that can be saved as reports.
  </Card>

  <Card title="Sequences" icon="arrow-progress" href="/platform/sequences/overview">
    Enroll report results into automated outreach sequences.
  </Card>
</CardGroup>


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