DocsAI Reports
Saved Reports
Save and revisit your favorite report configurations.
Saved Reports
Save report queries to run again with fresh data anytime.
Saving a Report
- Generate a report via AI chat
- Click the Save Report button
- Give it a name
- Report is saved to your library
Report Library
Access your saved reports:
- Go to Dashboard > Reports
- Click Saved Reports
- View all saved report configurations
Running Saved Reports
- Click on any saved report
- The query runs with current data
- View updated charts and insights
Managing Reports
- Rename: Change the report name
- Delete: Remove from library
- Duplicate: Create a copy to modify
Use Cases
Save reports for:
- Monthly revenue reviews
- Quarterly client analysis
- Year-over-year comparisons
- Regular business metrics
Quota Usage
Running saved reports uses your AI quota (same as new queries).