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Purpose

The Report Builder page allows customers to customize the content, filters, schedule, and recipients for a specific automated report before it is sent out. It acts as a dedicated workspace where marketers can preview exactly what their stakeholders will see in their inboxes or Slack channels. Customers use this page to add or remove specific chart types, apply global filters to tailor the data (such as narrowing down to specific personas or competitors), and reorder how the insights are presented. It also houses the delivery settings, ensuring the right people get the right data at the right time.

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What’s on the page

Page Header Shows the report name as the page title. It hosts the primary action buttons for the page, including ways to retry failed saves, edit settings, or manually send the report. Report Builder Canvas The page is split into a two-column layout. The left panel serves as the chart palette, while the right panel acts as the main canvas displaying the selected charts and a filter bar. Chart Palette (left panel) Lists all available chart types with toggle switches. Customers use this to add or remove charts from the report. It also includes a “Competitor lines” toggle at the bottom to overlay competitor averages on supported charts. Filter Bar Located above the chart canvas, this bar allows users to apply shared filters that immediately affect every chart in the report simultaneously. Report Canvas (right panel) Displays the currently selected chart instances as draggable cards. Users can rearrange the order of these cards to change how they appear in the final report. Chart Instance Card Each card represents a single chart that will appear in the report. It shows the chart’s title (which can be clicked to edit), a subtitle explaining the metric, a live preview of the chart using real data, and a delta badge showing period-over-period changes.

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Previews

  • Chart Instance Preview: Shows a live preview of how each selected chart will look in the delivered report (rendered as an area chart, donut chart, or radar chart, depending on the type). It uses real data for the current reporting window (e.g., the last 7 days for a weekly report).

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Drilldowns & Modals

  • Report Settings Modal: Opened by clicking the “Settings” button in the header. It is a two-step modal (Build → Send). The Build step shows the chart builder and filter bar. The Send step shows the report name input, delivery schedule (cadence, day, delivery time, and time zone), the recipients section (email, Slack channels, Slack DMs), and a live email preview.
  • Send Now Confirmation Dialog: Opened by clicking “Send now” in the header. It confirms an immediate manual delivery of the report to all active, eligible recipients. It displays a breakdown of where the report will go (e.g., how many emails, Slack channels, and direct messages).
  • Inline Chart Title Editor: Triggered by clicking a chart title inside a chart instance card. It changes the title into an editable text field pre-filled with the current title, allowing the user to rename that specific chart instance.

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What you can do here

  • Settings: Opens the Report Settings Modal to change the report’s name, delivery schedule, and recipients.
  • Send now: Opens the Send Now confirmation dialog to manually deliver the report immediately. This is disabled if there are no active recipients or if changes are currently saving.
  • Retry save: Appears in the header if an auto-save fails. Re-attempts saving the chart configuration to the server.
  • Chart type toggle (switch): Adds or removes a chart type from the report. Located in the left palette. Changes auto-save.
  • Competitor lines toggle (switch): Enables or disables a competitor average overlay on supported charts. Located at the bottom of the left palette. Changes auto-save.
  • Add filter: Opens a popover in the filter bar to apply a filter field to all charts simultaneously.
  • Clear: Removes all active shared filters from the filter bar.
  • Chart title (inline edit): Click any chart title on a card to rename it. Saves automatically when you click away (blur) or press Enter.
  • Drag handle on chart card: Click and hold a chart card to drag and reorder it within the canvas. The new order auto-saves.
  • Continue: Found in the Settings modal (Build step). Advances the modal to the Send (delivery) step.
  • Back: Found in the Settings modal (Send step). Returns the modal to the Build step.
  • Schedule: Found in the Settings modal (Send step). Closes the modal and saves any schedule or recipient changes.
  • Send now (dialog): Found inside the Send Now confirmation dialog. Instantly triggers delivery to all active channels.
  • Cancel (dialog): Closes the Send Now confirmation dialog without sending the report.
  • Retry (error banner): If a chart save error occurs, a red banner appears below the filter bar. Clicking this retries the save.

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Available Filters

Customers can use the “Add filter” button to apply the following shared filters to all charts in the report:
  • Models: Filters chart data to selected AI models.
  • Prompt Status: Filters chart data to active, inactive, or all prompts.
  • Prompt Variation: Filters chart data to base prompts or fan-out variations.
  • Competitors: Filters chart data to selected competitors.
  • Personas: Filters chart data to selected personas.
  • Locations: Filters chart data to selected locations.
  • Prompt Tags: Filters chart data to prompts with selected tags.
  • Brand Identifiers: Filters chart data to selected brand identifiers.

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Data shown

The data on this page reflects the previously saved report configuration and chart selections. The live chart previews use real data pulled from your tracked metrics for the current reporting window (e.g., the last 30 days if it’s a monthly report). The filter dropdowns are populated by your configured lists of competitors, personas, locations, prompt tags, and brand identifiers. When configuring recipients in the Settings modal, the available Slack channels and users are pulled directly from your connected Slack workspace, and the email autocomplete pulls from your organization’s user list.

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Common workflows

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Add a chart to the report

  1. Open the report builder page for a specific report.
  2. In the Chart types panel on the left, find the desired chart type.
  3. Toggle the switch next to the chart type to ON.
  4. The chart appears in the canvas on the right with a live preview.
  5. Changes are auto-saved; a saving indicator appears briefly.

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Apply shared filters to all charts

  1. Click “Add filter” in the filter bar above the canvas.
  2. Select a filter field (e.g. Models, Competitors, Personas).
  3. Choose the filter values in the popover.
  4. All chart previews update to reflect the filtered data.
  5. Filters are auto-saved with the chart configuration.

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Reorder charts

  1. Hover over a chart card in the canvas to reveal the drag handle.
  2. Click and drag the card to the desired position.
  3. Release to drop; the new order is auto-saved.

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Update report schedule and recipients

  1. Click the “Settings” button in the page header.
  2. In the Build step, optionally adjust chart selection.
  3. Click “Continue” to advance to the Send step.
  4. Edit the report name, frequency (Weekly/Monthly/Quarterly), day, delivery time, and timezone.
  5. Add or remove email or Slack recipients.
  6. The live email preview on the right updates as settings change.
  7. Click “Schedule” to close and save.

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Send the report immediately

  1. Ensure the report has at least one active recipient and all changes are saved (the “Send now” button is enabled).
  2. Click “Send now” in the page header.
  3. Review the confirmation dialog showing the number of recipients and channel breakdown.
  4. Click “Send now” in the dialog to deliver the report.
  5. A success or partial-failure toast appears; the dialog closes.

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Empty, loading, and error states

  • Empty: If no charts are selected, the main canvas shows a dashed placeholder stating: “No charts yet. Switch on chart types in the sidebar to add them to this report.” If the report ID does not exist or the user lacks access, the page automatically redirects to the Dashboard.
  • Loading: While the report data loads, the page header shows skeleton placeholders for the title and action buttons, and the canvas shows two large skeleton blocks.
  • Error: If the chart configuration fails to auto-save, a red error banner appears below the filter bar with a “Retry” button. If a manual “Send Now” action fails, a toast error message is displayed.
  • Linked from: Typically accessed from the Reports list page (by clicking a report row or an edit link). Users may also be redirected to the Dashboard if they attempt to view a report that is missing.
  • Links to: If the report cannot be found or access is denied, the user is redirected to the Dashboard. In the Settings modal recipients section, if Slack is not connected, a “Connect” link directs the user to the Integrations settings page. For users without access to the Athena AI chat panel, a “View Plans” link directs them to the Billing settings.

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Common support questions

Why is the “Send now” button disabled? The “Send now” button is disabled if there are no active recipients configured to receive the report, or if you have unsaved chart changes. You must wait for the auto-save to finish before sending. Why can’t I edit the shared filters? Shared filter editing is disabled (and an informational message is shown) if individual chart instances in the report have different saved filters. This prevents you from accidentally overwriting per-chart customizations. Why don’t I see the “Competitor lines” option on my chart? The competitor lines overlay is only supported on specific charts: Mention Rate, Citation Rate, Position over Time, Positive Brand Traits, and Negative Brand Traits. It is not available on Share of Voice or Attributed Citations Growth. Who can I send this report to? You can send reports via email or Slack. However, unless you are an Organization Admin, you can only manage your own personal email subscription for a report. How do I change the name of a specific chart? Click directly on the chart’s title inside its card on the canvas. It will turn into a text box where you can type a new name. Click anywhere else or press Enter to save it. Why can’t I select Slack channels as recipients? If your organization’s Slack integration is not connected, the Slack channel and Slack DM recipient options will show a “Connect” link instead of a searchable dropdown.