- Read your insights
The tiles and charts on the Insights screen, the question each one answers, and where to get the reviews behind them as a CSV.
- Team and automation performance
The two cards at the bottom of Insights: who on your team is carrying the reviews, and which rules and agents are actually firing.
- Build a client report
Pick the period, the sources and the sections, and get a one-document summary that reads like a result rather than a dashboard.
- Send a report
Emailing the finished report, saving it as a PDF, and exactly what the person who receives it can and cannot see.