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Purpose

The Report Builder page lets users edit the charts, filters, and settings for a specific scheduled report. This is where users customize what data appears in their reports and how it is presented. From this page, users can add or remove specific chart cards, apply shared filters to ensure all charts reflect a specific segment of data, and manage the delivery schedule. Users can also configure exactly who receives the report via email or Slack, preview how the email will look, and trigger an immediate send without waiting for the next scheduled delivery.

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What’s on the page

Page Header Shows the report name as the page title and hosts the primary action buttons for the page (Retry save, Settings, Send now). Chart Palette (left sidebar) Lists all available chart types with toggle switches so users can add or remove charts from the report canvas. It also includes a “Miscellaneous” section with a “Competitor lines” toggle. Report Filter Bar A shared filter bar located above the canvas that applies filters to all charts simultaneously. It shows an “Add filter” button, and a “Clear” button appears when filters are active. Report Canvas (right area) Displays the selected chart cards in a drag-and-drop grid. This area shows an empty state when no charts are selected. Report Settings Modal A two-step modal (Build → Send) that opens when clicking “Settings”. It allows users to edit the report name, adjust the delivery schedule, manage recipients, and preview the final email. Send Now Confirmation Dialog A confirmation dialog that appears when clicking “Send now”. It summarizes how many active recipients will receive the report before the user confirms the immediate delivery.

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Charts

  • Share of Voice: A Donut chart showing the brand’s share of AI mentions relative to tracked competitors. The legend displays brand vs. competitor share percentages.
  • Mention Rate: An Area/line chart tracking how often the brand is mentioned in AI responses over time. X-axis: date, Y-axis: mention rate %. Displays an optional Competitor average overlay.
  • Citation Rate: An Area/line chart tracking how often the brand is cited as a source in AI responses over time. X-axis: date, Y-axis: citation rate %. Displays an optional Competitor average overlay.
  • Attributed Citations Growth: A cumulative area/line chart showing the running total of attributed citations growing over the report period. X-axis: date, Y-axis: cumulative attributed citations count.
  • Positive Brand Traits: A Radar chart visualizing which positive attributes AI models associate with the brand. Axes represent trait names; polygons represent the current period, previous period, and an optional competitor average.
  • Negative Brand Traits: A Radar chart visualizing which negative attributes AI models associate with the brand. Axes represent trait names; polygons represent the current period, previous period, and an optional competitor average.
  • Position over Time: A Line chart showing how the brand’s average ranking position in AI responses changes over time. X-axis: date, Y-axis: average position (lower = better, so the axis is inverted). Displays an optional Competitor average overlay.

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Filters

  • Add filter: Applies a shared filter to all charts on the report canvas simultaneously. Options include models, prompt status, prompt variation, competitors, personas, locations, prompt tags, and target identifiers.
  • Clear: Removes all active shared filters from every chart on the canvas.

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What you can do here

  • Retry save: Re-attempts the last failed chart-layout save to the server.
  • Settings: Opens the Report Settings Modal in edit mode to manage the name, schedule, recipients, and view an email preview.
  • Send now: Opens the Send Now confirmation dialog to deliver the report immediately. This is disabled when there are no active recipients or unsaved changes.
  • Toggle chart type (Chart Palette): Adds or removes a chart type from the report canvas and auto-saves the new layout.
  • Toggle Competitor lines (Chart Palette): Enables or disables the competitor-average overlay on all applicable charts and auto-saves the preference.
  • Drag chart card: Reorders chart cards on the canvas by dragging and dropping them into a new arrangement. The new order auto-saves.
  • Add filter (filter bar): Opens the filter popover to add a new shared filter applied to all charts.
  • Clear (filter bar): Removes all active shared filters from every chart.
Inside the Report Settings Modal:
  • Continue (Build step): Advances the modal from the Build step to the Send/Delivery step.
  • Back (Send step): Returns the modal from the Send/Delivery step to the Build step.
  • Schedule (Send step): Closes the modal and saves any schedule or recipient changes made during the session.
  • Delivery method selector: Switches the recipient input between Email, Slack direct message, and Slack channel modes.
  • Add recipient: Adds an email address or Slack channel/DM as a report recipient.
  • Remove recipient: Removes a recipient from the report.
  • Frequency tabs: Changes the report delivery cadence between Weekly, Monthly, or Quarterly.
  • Day of week / Day of month selector: Sets which day the report is delivered.
  • Delivery time selector: Sets the hour of day for delivery.
  • Time zone selector: Sets the timezone for the delivery schedule.
  • Connect Slack: Navigates to /settings/integrations?provider=slack-reports to connect a Slack workspace if one is missing.
Inside the Send Now Dialog:
  • Cancel: Closes the Send Now confirmation dialog without sending the report.
  • Send now: Immediately delivers the report to all active eligible recipients.

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Data shown

  • The specific report configuration and chart selections saved in the database for this report.
  • Analytics data for your tracked active website (mention rate, citation rate, share of voice, attributed citations, brand traits, position over time).
  • Your tracked competitors for the active website.
  • Active report subscribers (email addresses and Slack connections).
  • Slack channels and users fetched from your connected Slack workspace.

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Common workflows

1. Add a chart to the report
  1. Open the report builder page for a specific report.
  2. In the Chart Palette sidebar, find the desired chart type.
  3. Toggle the switch next to the chart type to ON.
  4. The chart card appears on the canvas and the change auto-saves.
2. Apply shared filters to all charts
  1. On the report builder page, 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.
  4. All chart cards on the canvas update to reflect the filter; the change auto-saves.
3. Change the delivery schedule
  1. Click the “Settings” button in the page header.
  2. In the Report Settings modal, click “Continue” to advance to the Send step.
  3. Adjust the Frequency (Weekly/Monthly/Quarterly), Day, Delivery time, and Time zone.
  4. Changes auto-save on blur/change in edit mode.
  5. Click “Schedule” to close the modal.
4. Add a recipient
  1. Click the “Settings” button in the page header.
  2. Click “Continue” to go to the Send step.
  3. Select a delivery method (Email, Slack DM, or Slack channel).
  4. Enter the email address or select a Slack channel/user.
  5. The recipient is added and auto-saved.
  6. Click “Schedule” to close the modal.
5. Send the report immediately
  1. Ensure at least one active recipient is configured and all changes are saved (the “Send now” button will be enabled).
  2. Click “Send now” in the page header.
  3. Review the recipient summary in the confirmation dialog.
  4. Click “Send now” in the dialog to deliver the report immediately.

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Empty, loading, and error states

  • Empty: When no charts are selected, the canvas shows an empty state with a chart icon and the message “No charts yet. Switch on chart types in the sidebar to add them to this report. Report filters apply to every chart.”
  • Loading: The page header and content area show skeleton placeholders while the report data loads.
  • Error: If the report ID is not found or the user lacks access, the page shows “Report unavailable.” and redirects to the dashboard. If a chart save fails, a “Retry save” button appears in the header. If the email preview fails to render in the Settings modal, it shows “Email preview could not be rendered.”
  • Linked from: Typically accessed from the Reports list page (/reports) or via direct URL navigation to a specific report.
  • Links to: Redirects to the dashboard (/olympus) if the report is unavailable. Connect buttons link to /settings/integrations?provider=slack-reports.

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Common support questions

Why is the “Send now” button grayed out? The “Send now” button is disabled if there are no active eligible recipients configured for the report, or if you have unsaved chart changes. Depending on the reason, hovering over the button will display the tooltip “Add or enable an eligible recipient to send this report” or “Wait for report changes to finish saving”. When ready, it will say “Send this report now”. Why can’t I edit the shared filters anymore? If individual charts have their own specific filters saved from a previous session, the shared filter bar is disabled and shows a message: “Charts have individual saved filters. Shared filter editing is disabled to avoid overwriting them.” Why don’t I see all the report recipients? Unless you are an organization admin, you can only see and manage your own email subscription. Organization admins can see and manage all recipients. Why doesn’t the ‘Competitor lines’ toggle affect my Share of Voice chart? The Competitor lines toggle only adds an overlay to chart types that support it (Mention Rate, Citation Rate, Position over Time, Positive Brand Traits, and Negative Brand Traits). Share of Voice and Attributed Citations Growth do not support this overlay. Do I need to click a save button after changing the schedule? No. Changes to the report name, schedule, and recipients in the Settings modal are auto-saved as you make them. The “Schedule” button simply closes the modal.