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Overview

Ask Reevo can work with your reports and dashboards through conversation. Describe what you want to know and it can find the right report, explain what it shows, build a new one, or assemble a whole dashboard. You do not need to know the chart type, dataset, or field names before you start. One thing is worth knowing up front: these flows differ in when they save. Finding and analyzing changes nothing. A new or edited report is drafted on a review card that you approve. A dashboard is proposed as a plan and saved when you choose Build. A change applied across several reports saves immediately.

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What you need

Reporting access is required. Reporting must be included in your Reevo plan, and your role must grant reporting access. Creating or editing anything requires edit access, not just view access. If you only have view access, Ask Reevo will decline to build dashboards or run bulk edits, and a single report draft will stop at the point you approve it. Ask your Reevo admin to check your role.
You do not need to set up datasets first. Reevo provides standard datasets out of the box, and Ask Reevo picks an appropriate one for you.

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What Ask Reevo can do

Describe the outcome you want and Ask Reevo handles the configuration. What happens next depends on what you asked for:

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How each flow works

There are 4 flows, and they run in roughly this order as your question gets more ambitious:

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1. Find and analyze what you already have

Start here. Ask Reevo searches your saved reports, dashboards, and templates by what they measure rather than by exact name, then interprets what it finds. Try saying
  • “Which report shows conversion rate by lead source?”
  • “Find our pipeline dashboard and summarize the biggest changes this quarter.”
  • “Analyze this report and call out the segments with the largest decline.”
Ask Reevo checks for an existing report before building a new one. If it finds a close match, it shows you that report instead, even when the date range differs from what you asked for. You can still ask it to build something new.

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2. Build or change a single report

  1. Describe what you want to measure. Include the timeframe, grouping, filters, or chart type if you already know them.
  2. Ask Reevo drafts the report and shows a review card in the conversation listing the name, chart type, fields, filters, and grouping.
  3. Open the preview to see the real data, and edit anything that is not right.
  4. Choose Approve and save report. Your edits are saved along with the proposal.
Nothing is saved until you approve. Choose Dismiss to discard the draft, or reply with what you want changed and Ask Reevo replaces the card with a revised version.
Changing a report that already exists works the same way. Name the report, describe the result you want, and review the proposed changes on the card before approving. Try saying
  • “Create a report showing open pipeline by stage and owner for this quarter.”
  • “Build a monthly trend of opportunities created, grouped by source.”
  • “Change this report to a bar chart, sort highest to lowest, and show the top 10.”
  • “Update the date range to the last 90 days and group the results by week.”

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3. Build a dashboard

Dashboards use a two-step flow so you see the whole layout before anything is created.
  1. Describe the dashboard, who it is for, and the questions it should answer.
  2. Ask Reevo returns a plan card: the title, the description, dashboard-wide filters, and one tile per report. Each tile is either a saved report reused as-is or a new report to build.
  3. Edit the card. Change the title or description, switch chart types, and uncheck any tile you do not want.
  4. Choose Build. Ask Reevo creates the dashboard and fills in each tile, showing progress as it goes.
Build is the confirmation. The dashboard is saved as soon as you choose Build, with no second prompt.
Two things to expect:
  • A number is appended if that title already exists, for example Pipeline Health (2). Ask Reevo tells you the final title.
  • If one tile fails, the dashboard and the other reports are still created. Ask Reevo names the tile that did not make it, and you can ask it to retry that one.
You can also point Ask Reevo at a dashboard you already have and describe how you want it restructured. The same plan card appears, and Build applies the changes. Try saying
  • “Create a pipeline health dashboard covering pipeline by stage, aging opportunities, win rate, and coverage by rep.”
  • “Build a dashboard for our weekly sales review using the most relevant existing reports.”
  • “Build a pipeline health dashboard from a template.”
Want a head start? Ask for a dashboard template when one fits your topic, such as forecasting, pipeline health, or rep performance. Ask Reevo checks for a matching template before designing one from scratch.

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4. Update several reports at once

Name the reports or the dashboard they sit on, then describe the single change that should apply across them.
Bulk edits save immediately. Nothing opens for review, so confirm the list of reports and the exact change before you send the request.
Each report updates independently, so one failure does not block the rest. Ask Reevo returns links to what it changed and the reason for anything it could not. Try saying
  • “Update every report on this dashboard to use the current quarter.”
  • “On the pipeline reports on this dashboard, exclude closed opportunities and group results by owner.”
  • “Change the grouping to owner on the Q3 pipeline and Q3 coverage reports.”
A bulk change replaces a setting rather than adding to it. To add a filter to reports that already have filters, say so explicitly, then open one report afterward to confirm the earlier filters survived.

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Tips for better results

  • Lead with the business question. Say what you are trying to learn or monitor, not only the chart you want.
  • Name the audience. An executive review needs different detail than a frontline manager’s board.
  • Build iteratively. Get a first version, then refine it in follow-up messages.
  • Open the preview before approving. Checking the real data on the card is faster than fixing a saved report.

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Troubleshooting / FAQs

No. Describe what you want to measure and Ask Reevo selects an appropriate dataset from the ones your organization already has.
No. To add a new reusable dataset, see Creating Custom Datasets.For a question the standard report setup cannot express, Ask Reevo can build the report on a query it writes for that report. That query belongs to the report alone. It does not appear in your dataset list, and other reports cannot be built on it.
Reports and dashboards always wait for you. A report is saved when you approve the review card, and a dashboard is saved when you choose Build. The one exception is a bulk change across several reports, which saves as soon as you ask for it.
Yes. The review card preview is editable, and approving saves your edits together with what Ask Reevo proposed. You can also reply with the changes you want instead, and Ask Reevo returns a replacement card.
Saving requires edit access to reporting. Dashboard builds and bulk edits are declined before they start, but a single report draft still appears on a review card, so the block only shows when you approve it. Ask your Reevo admin to check your role.
A single report can fail without stopping the build. The dashboard and the other reports are saved. Ask Reevo names the tile that failed, and you can ask it to retry that one.
A number is appended when a dashboard with that title already exists, for example Weekly Sales Review (2). Rename it from the dashboard if you prefer a different title.
Continue the conversation. Say what to add, remove, regroup, filter, or visualize differently. Revising an unapproved draft is faster than approving it and editing afterward.

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Where to go next

These cover the reporting objects Ask Reevo works with, and how to build them by hand.
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