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Purpose

This page allows you to edit the content and settings of an existing scheduled report. It serves as the main workspace where you can determine exactly what data is sent to your stakeholders by adding or removing charts, adjusting filters, and applying competitor comparisons. Additionally, this page lets you configure the report’s delivery schedule, manage the list of recipients (Email and Slack), and manually trigger an immediate, out-of-schedule send.

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What’s on the page

Page header The top bar displays the name of the report you are currently editing. It also houses the main actions for the report, such as retrying a failed save, opening the report settings, and triggering an immediate send. Chart palette (left sidebar) This sidebar acts as your toolbox for building the report. It contains a list of allowed chart types with toggle switches, allowing you to easily add or remove specific charts from the report canvas. At the bottom of the palette, there is a “Miscellaneous” section with a toggle to turn competitor lines on or off. Report filter bar Located just above the report canvas, this bar allows you to apply shared filters that affect every chart in the report simultaneously. You can filter by specific models, locations, competitors, and more. Note: If the charts in your report have individually saved filters that differ from one another, this bar is replaced by a read-only notice, and shared-filter editing is disabled so you don’t accidentally overwrite your per-chart settings.
  • Models: Which AI models’ data feeds the report’s charts.
  • Prompt status (active/inactive/both): Which prompts’ data is included.
  • Prompt variation: Which prompt variations are included.
  • Competitors: Which competitors are included/compared.
  • Personas: Which personas’ data is included.
  • Locations: Which locations’ data is included.
  • Prompt tags: Which tagged prompts are included.
  • Target identifiers: Which brand/target identifiers are included.
  • Topics & Prompts: Which topics/prompts are included.
Report canvas The main viewing area that displays a grid of chart instance cards. It provides a live preview of exactly how each selected chart will look in the delivered report. Report Settings modal A two-step dialog (Build / Send) that opens when you click the “Settings” button. It lets you change the report’s name, frequency, delivery time, and time zone, as well as manage who receives the report via email or Slack. Send report now dialog A confirmation screen that appears when you attempt to manually send the report. It displays a summary of the recipient count and channel breakdown (e.g., how many emails vs. Slack messages) so you can review exactly who will receive the report before confirming.

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What you can do here

  • Toggle chart types: Turn the switch next to any chart in the left sidebar on or off to add or remove that chart instance from the report canvas.
  • Toggle competitor lines: Turn on the “Competitor lines” toggle in the left sidebar to enable or disable the competitor-average overlay on all eligible charts (or on future charts if none are currently selected).
  • Reorder charts: Click and drag any chart card in the report canvas to reorder how the charts will appear in the final report.
  • Add a shared filter: Click the “Add filter” button in the report filter bar to open the filter picker and apply a shared filter to all charts.
  • Load a saved view: Use the saved views dropdown in the filter bar to apply a saved dashboard view’s compatible filters to the report. A toast notification will appear noting any unsupported filters that were skipped.
  • Clear all filters: Click “Clear All” in the filter bar to remove all active shared filters. (This is a destructive action).
  • Retry save: Click the “Retry save” button in the header (if visible) to re-attempt the last failed chart-content autosave.
  • Open settings: Click “Settings” in the header to open the Report Settings modal (Build/Send steps).
  • Navigate settings steps: Inside the settings modal, click “Continue” (from the Build step) to advance to the Send step, or click “Back” (from the Send step) to return to the Build step.
  • Close settings: Click “Schedule” in edit mode on the Send step to close the settings modal (your changes are automatically persisted). If you are in create mode, clicking “Cancel” will close the modal without creating a report.
  • Retry saving in settings: If a chart save error occurs while in the settings modal, click “Retry” in the red alert banner to re-attempt saving.
  • Add recipient: In the Send step of the settings modal, choose Email, Slack channel, or Slack DM, and add a new delivery recipient to the report.
  • Connect Slack: Click the “Connect” link in the recipients section (if Slack is not connected) to go to Settings > Integrations and link your Slack workspace for Slack delivery.
  • Remove recipient: Remove an existing recipient from the report configuration. (This is a destructive action).
  • Send report now: Click “Send now” in the header to open the confirmation dialog to immediately deliver the report to active recipients.
  • Cancel manual send: Click “Cancel” in the Send now dialog to close it without sending.
  • Confirm manual send: Click “Send now” inside the dialog to execute the delivery to all active eligible recipients.

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Data shown

  • The data shown in the charts comes from your tracked prompts and responses across your configured AI models for this specific website.
  • The layout reflects the report’s saved chart configuration, delivery schedule, and recipient list.
  • Slack channels and Slack users available for delivery are pulled from your connected Slack integration.
  • The filter options pull from your saved dashboard views for filter presets.

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Common workflows

1. Edit report charts
  1. Open the report builder page.
  2. Toggle chart types on or off in the left palette to add or remove them from your report.
  3. Adjust shared filters in the top filter bar, or adjust per-chart filters and competitor lines.
  4. Your changes automatically save (debounced) as you work. The page header will display a saving, saved, or error state to keep you updated.
2. Retry a failed save
  1. If an automatic save fails (e.g., due to a network blip), a “Retry save” button appears in the header.
  2. Click “Retry save” to re-attempt persisting your last chart edit.
3. Edit schedule and recipients
  1. Click “Settings” in the top-right header.
  2. The modal opens. You can edit the report name on the Build step, or jump to the Send step.
  3. On the Send step, edit the frequency (cadence), day, hour, and time zone. You can also add or remove recipients (Email, Slack channel, or Slack DM).
  4. Close the modal. Settings save individually per field automatically when you change them or click away.
4. Send report immediately
  1. Click “Send now” in the top header. (This button is only enabled when there is at least one active recipient and the autosave has finished saving your latest changes).
  2. A confirmation dialog appears, showing the total recipient count and the channel breakdown (e.g., “1 email, 1 Slack channel”).
  3. Click “Send now” in the dialog to confirm.
  4. A toast notification will appear showing a success message or a partial-failure summary if some deliveries did not go through.

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Empty, loading, and error states

  • Empty: If there are no charts in the report, a “No charts yet” placeholder appears in the canvas with guidance to switch on chart types in the sidebar. If the report ID is missing or unauthorized, a full-page “Report unavailable.” message appears, and you are immediately redirected to the Olympus dashboard.
  • Loading: While report data loads, skeleton placeholders appear in the header along with two full-width skeleton blocks in the canvas area.
  • Error: If an autosave fails, a red inline banner stating “Report content did not save.” appears with a Retry button. Toast errors will display for a failed “send-now” action, when failing to add/remove a subscriber, or when a schedule or name fails to save.
  • Linked from: The Reports list page (/reports).
  • Links to:
    • The Olympus dashboard (automatically redirects here if the report is missing or unauthorized).
    • The Integrations settings page (via the “Connect” link in the recipients section if Slack is not set up).

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Common support questions

Why is the “Send now” button disabled? The button is disabled if there are zero active eligible recipients configured to receive the report, or if the page is currently waiting for your latest chart changes to finish saving. Why can’t I edit the shared filters for my report? If the charts in your report have individually saved filters that conflict or differ from one another, the shared filter bar is locked. This prevents you from accidentally overriding the specific filters you set up on individual charts. I applied a saved view, but some filters are missing. Why? Reports only support a specific subset of filters. If your saved dashboard view includes filters or operators that the report builder does not support (such as search terms, date ranges, sentiment filters, or complex exclusion rules like “is not any of”), those filters are silently dropped. A toast notification will appear summarizing what was skipped. Why don’t competitor lines show on the Share of Voice chart? The competitor-line overlay is only eligible for a specific subset of chart types (Mention Rate, Citation Rate, Position Over Time, Positive Brand Traits, and Negative Brand Traits). Charts like Share of Voice already encode competitor data by design, so the overlay line does not apply. Why can’t I add or remove a specific recipient? Only organization administrators or the original creator of the report (who still has website access) can manage a report’s recipients. Furthermore, if you are the creator but not an org admin, you can only manage your own self-email subscription, not the subscriptions of other users.