Insights, Alerts & Reports

Understanding Your AI Insights & Alerts

Every other screen in TrackIQ waits for you to go and look at it. AI Insights is the one that comes to you. Watch the AI Insights walkthrough Prefer to watch? Fifty-four seconds on reading and prioritising alerts. What it actually does TrackIQ runs a set of checks across your account and surfaces only the things that crossed a threshold. Nothing on this screen is a general observation — every item is a specific rule that fired on specific data. That matters because it makes the screen trustworthy. You are not reading suggestions; you are reading a list of conditions that are currently true. The counts Total alerts split by severity Total Alerts, then a split into Critical, Warning and Informational. Read Critical first. If it is zero, the rest of this screen can wait until you have finished what you were doing. Where the noise is coming from Alerts grouped by category Four categories — SP Ads, Inventory, Traffic and Sales. SP Ads is usually the largest, because advertising has the most moving parts. Inventory is usually the most urgent, regardless of how few there are. Each alert states its own rule The alert list with trigger rules Every row carries the alert name, its category, its priority, and underneath, the exact condition that fired it: | Alert | Fires when | |---|---| | Low Stock Alert | cover drops below 3 weeks | | Critical Stock Alert | cover drops below 1 week | | Stockout Forecast | projected to stock out within 14 days | | Spend Without Sales | a campaign spent over $50 with zero attributed sales | | Keyword Bleeding Money | a keyword spent over $100 at ACoS above 100% | Because the rule is written on the alert, you can judge relevance instantly. Spend Without Sales on a campaign launched yesterday is expected. The same alert on a campaign that has run for a month is not. The order to work it in Inventory first. Advertising second. That is not about volume — it is about what each one costs you. An advertising problem costs money, and money can be won back. A stockout costs money and rank, and rank has to be earned again over weeks. So: filter to Inventory, deal with anything there, then come back for the advertising alerts. Alert History The second view holds everything that has fired before. Two uses: Working out when something started. The history gives you a dated trail, which is usually faster than reconstructing it from charts. Spotting structural problems. An alert that recurs for the same product every few weeks is not a bad week — it is a reorder cadence that does not match demand, or a campaign whose targeting was never right. From alert to fix An alert tells you a rule was met. It does not tell you why the number moved. The usual next step is to open the relevant screen on the same date range and switch the table to % change to see what moved alongside it. For the alerts that recur, Rule-Based Optimization can act on the condition automatically — pausing a campaign that is spending without converting, for example — so it stops arriving as an alert at all. And if you would rather these reached you outside the product, see Aria in Slack under Settings. Related - Setting Up Smart Alerts and Real-Time Notifications — turning them on. - Alert Categories, Priorities and What Actually Triggers Them — all ten alerts and what actually triggers each. - Alert History and Priority — reading the history and the severity split. - Get Your Daily Number in Slack Without Opening TrackIQ — getting them where you already are.

Understanding Business Reports

Insight reports are analysis for you. Business reports are for everyone else — the board, the client, the person who wants the headline without the dashboard. They carry your logo, and they come in two shapes. Watch the Business Reports walkthrough Prefer to watch? Fifty-five seconds on choosing between dashboard and slides. Three ways to start one The business reports toolbar | Route | Use it when | |---|---| | Templates | a pre-built structure exists for what you need. The fastest start. | | AI Report Generator | you can describe what you want in a sentence and would rather not assemble it. | | + Create Business Report | you know exactly what you want and want control over it. | Most people should start with Templates and adapt, rather than building from an empty report. The list The business reports list, showing Dashboard and Slides modes | Column | What it tells you | |---|---| | Logo | the branding on the finished report | | Report Title | | | Mode | Dashboard or Slides | | Description | what the report is for | | Date Range | the period it covers | Dashboard or Slides: the decision that matters Mode is the only real choice on this screen, and it should be made by who is reading, not by what the data is. Dashboard mode produces something interactive. Use it when the reader will sit with it and click — a client who wants to explore their own numbers, or a colleague who will come back to it through the month. Slides mode produces a deck. Use it when you will present it, or when it will be emailed and read once. A board pack is slides. A quarterly review you will walk someone through is slides. The same data supports both, so if you pick wrong, the fix is a new report rather than new analysis. Writing a description that earns its place The Description appears in the list and often at the top of the report. It is worth writing properly, because in three months you will be looking at five similarly-named reports trying to remember which is which. Good descriptions say who it is for and what it covers: “Board-level quarterly performance review”, “A comprehensive review of top SKUs by sales”. Bad ones repeat the title. Your logo Business reports carry a logo, which is what makes them presentable outside your team. If you manage several brands, check the logo is the right one before sending — it is set per report. A cadence worth keeping One Slides report on a monthly cadence for whoever you report to, and one Dashboard report per client or brand that they can open whenever they like. That combination answers most reporting requests before they are made, which is the actual goal — not producing reports, but not being asked for them. Related - Business Report Templates and the AI Report Generator — templates and the AI generator. - Weekly Business Reports and AI-Generated Insights — the weekly cadence. - How to Create an AI-Powered Insight Report — the other report type. - Build a Weekly Executive Summary You Never Have to Write — the playbook. - Build a Monthly Board Pack — the monthly equivalent, for a different audience. - Inventory Forecasting and Purchase Orders — turning sales history into a forecast.

How to Create an AI-Powered Insight Report

An insight report is a piece of analysis TrackIQ writes for you. You choose the question and the data it should draw on; it produces slides. Unlike a chat answer, it is kept and versioned, so the same question can be asked again next month and compared. Watch the Insight Reports walkthrough Prefer to watch? A minute on data sources and why versions matter. Where they live The Insight Reports toolbar Reports → Insight Reports. + Create Insight Report starts a new one; the usual search, filters, column and export controls sit above the table. Reading the list The insight reports list with its data source chips | Column | What it tells you | |---|---| | Report Title | | | Date Range | the period the analysis covers | | Slides | how many slides it produced | | Versions | how many times it has been run | | Created | | | Data Sources | which parts of your account it drew on | The data source chips are the most useful column. They show at a glance whether a report looked at Campaigns, Keywords, Products, Targets, Optimization Groups, Portfolios, Product Category, DSP Audience, DSP Inventory or DSP Geography. That matters because it tells you what a report could not have known. A report built only from Campaigns cannot tell you which search terms wasted money — it never looked at them. Choosing data sources well When you create a report, the sources you pick decide what the analysis can see. Pick narrow for a specific question. “Why did my ACoS rise?” wants Campaigns, Keywords and Search Terms. Adding DSP Geography only dilutes it. Pick broad for a review. A monthly account review benefits from breadth, because you do not yet know where the story is. A report with a slide count of zero is one that found nothing to say — usually because the date range was too narrow, or the sources chosen held no data for the period. Versions are the point The Versions column is the feature most people miss. Rerun a report for a new period and you get a new version of the same report, not a new report. That turns month-over-month comparison into something you read rather than something you rebuild. A practical routine: build one report you care about properly — the right question, the right sources — then rerun it on the same cadence. The second version is more valuable than the first, because it has something to be compared against. Insight reports or business reports? They look similar and are for different audiences: | | For | Output | |---|---|---| | Insight report | you, to understand something | slides of analysis | | Business report | someone else — board, client | dashboard or presentation deck, with your logo | If you are trying to work something out, use an insight report. If you are trying to tell someone else what you worked out, see Understanding Business Reports. Related - Business Report Templates and the AI Report Generator — templates and the AI generator. - Build a Monthly Board Pack — a worked example.

Setting Up Smart Alerts and Real-Time Notifications

There is no alert setup screen in TrackIQ, and that is deliberate. Monitoring runs against every product and every campaign from the moment your data lands. You do not choose which products to watch, and you do not fill in thresholds — because the alerts that catch you out are always the ones on the product you never thought to put on a watchlist. Watch the alerts walkthrough Prefer to watch? Fifty-three seconds on why there is nothing to configure — and what to configure instead. What this means in practice | You do not have to | Because | |---|---| | pick which ASINs to monitor | all of them are | | define thresholds | the rules ship with sensible ones | | remember to check | alerts come to you, on the dashboard and in the Alerts screen | The trade-off is that you cannot tune a threshold to your own tolerance. If a rule fires more often than you want to act on it, the answer is to work by severity rather than to try to silence it. Where they appear Alerts in the sidebar is the full list. Your dashboard also surfaces the urgent ones, so an alert reaches you without a special trip. The alert counters Those counters at the top are your triage order, and they mean specific things: - Critical — money is moving right now. Stock about to run out, spend running away, a campaign that stopped delivering. - Warning — something is drifting. Worth a look this week. - Informational — context. Read it when you have time. Work critical first, then warning, and treat informational as reading. A list of fifty-eight alerts is unmanageable; twenty-seven criticals sorted by category is a morning's work. The category split tells you where to look Alerts by category Alerts group into SP Ads, Inventory, Traffic and Sales, and the split is itself a diagnosis. Thirty alerts concentrated in Inventory is a supply problem, not an advertising problem — and it tells you which conversation to have today. Every alert names the rule that fired it The alert list This is the part that makes alerts usable rather than merely noisy. Each one carries the named trigger rule and the threshold it crossed, so you are never guessing why it appeared or whether it matters. That means an alert can be acted on by someone who did not set it up and does not know the account — which is exactly what you want when you are handing work to a team. For the full list of rules and what each one watches, see Alert Categories, Priorities and What Actually Triggers Them. The setup worth doing is on the other side Alerts tell you what happened. They do not do anything about it. That is a separate part of the product, and it is where configuration actually lives. Automations → Rule-Based Optimization is where you decide what happens automatically: | Alert says | A rule can | |---|---| | this product will stock out in nine days | pause its advertising before you pay for unsellable clicks | | this campaign's ACoS is above target | scale its bids down toward the target | | this keyword spends with no conversions | pause it | That is the difference between being informed and being covered. The stockout rule in particular usually pays for itself the first time it fires, because it saves money on a day you are already losing sales. See Rule-Based Optimization: Automating Bids and Budgets. Getting alerts where your team already is Connect Aria in Slack and you can ask about the current state from a channel — is anything about to stock out? — without anyone opening the app. See Chatting With Aria in Slack. A practical routine 1. Open Alerts once a day. Sort by severity. 2. Clear criticals. These are the ones with money attached. 3. Scan the category counts for a concentration — that is usually the real story. 4. When the same alert keeps returning, stop handling it manually and write a rule. That last step is the one people skip, and it is the one that gives you the time back. Related - Alert History and Priority — reading what already fired. - Get Your Daily Number in Slack Without Opening TrackIQ — getting them where you work. - Monitoring Inventory Against Sales — the checks worth alerting on.

Weekly Business Reports and AI-Generated Insights

The point of a weekly report is not the report. It is that nobody has to ask for it, and that every week arrives in the same shape. That second part is what makes trends visible. Four reports built four different ways tell you four disconnected things; four built identically tell you a direction. (For the Business Reports screen itself, see Understanding Business Reports. This is about running it as a habit.) Watch the weekly reporting walkthrough Prefer to watch? Forty-eight seconds on why the cadence matters more than the report. Build it once, properly The business reports toolbar Start from Templates for a proven structure, or AI Report Generator if you can describe what you want in a sentence. What you are creating is a structure you will reuse, not a one-off document. That changes how much care the first one deserves — it is worth twenty minutes getting the sections right, because you will be living with them. Choose the mode for a weekly rhythm Reports in Dashboard and Slides mode For a weekly recap, Slides usually wins. It can be read without logging in, forwarded, and pasted into a deck. A Dashboard is better when the reader will explore rather than skim — a client checking their own numbers through the week. A common pattern: one Slides recap that goes out weekly, and one Dashboard per client that stays open all the time. What the AI adds The generated sections do not just describe the numbers — they interpret them. “ROAS declined 23% over eight weeks, suggesting advertising efficiency has weakened.” That is the part that saves you time. Anyone can read a chart; writing the sentence underneath it is the work. Read it before sending. The interpretation is generated from your data and is usually right, but it does not know context you have — that a dip was a deliberate budget cut, or that a spike was a one-off promotion. Add a line of that context and the report becomes far more useful to whoever reads it. What a weekly report should contain Keep it short enough that people actually read it: | Section | Answers | |---|---| | Headline metrics vs last week | did we go up or down? | | Spend against budget | are we on pace? | | Top movers | what changed, and by how much? | | Stock risks | what could stop us next week? | | One thing being done about it | what are we changing? | That last row is what turns a report into a document people act on rather than file. Why the fourth one is the useful one The first weekly report tells you almost nothing — there is nothing to compare it against. By the fourth you have a month of consistent measurement, and the questions become answerable: is TACoS drifting up? Is the same product appearing in stock risks every week? Is the thing we changed three weeks ago working? None of that is visible in a single report, however good. It only appears when the format holds still. So: pick the format, then stop changing it. Consistency is the feature. Related - Build a Weekly Executive Summary You Never Have to Write — the playbook. - Business Report Templates and the AI Report Generator — templates and the generator.

Alert Categories, Priorities and What Actually Triggers Them

The AI Insights screen is TrackIQ telling you what it noticed without being asked. Nothing on it is vague: every alert states the rule that produced it. Watch the AI Insights walkthrough Prefer to watch? Eighty seconds on how to read the screen and which alerts to do first. The headline counts Total alerts split by severity Four figures across the top: Total Alerts, then a split into Critical, Warning and Informational. Critical is the number worth reacting to. It is the one that decides whether you keep reading the screen or go and fix something. Where the alerts are coming from Alerts grouped by category Alerts by Category splits everything four ways. | Category | Watches | Typical volume | |---|---|---| | SP Ads | campaigns, keywords and spend efficiency | usually the largest — advertising has the most moving parts | | Inventory | stock cover, stockout risk | usually the most urgent | | Traffic | impressions and sessions moving out of pattern | smaller | | Sales | revenue shifts by product or category | smaller | Inventory alerts outrank advertising alerts even when there are fewer of them. An advertising problem costs you money, and money can be won back. A stockout costs you rank as well, and rank has to be earned again. The alerts themselves The alert list, each with its trigger rule Each row carries the alert name, its category, its priority and — underneath — the exact condition that fired it. These are the ones you will meet most: | Alert | Category | Fires when | |---|---|---| | Low Stock Alert | Inventory | weeks of cover drops below 3 weeks for any ASIN | | Critical Stock Alert | Inventory | weeks of cover drops below 1 week for any ASIN | | Stockout Forecast | Inventory | an ASIN is projected to stock out within 14 days at current velocity | | Spend Without Sales | SP Ads | a campaign spent over $50 with zero attributed sales | | Keyword Bleeding Money | SP Ads | a keyword spent over $100 at an ACoS above 100% | | Campaign Daily Budget Capped | SP Ads | a campaign hits its daily budget before the end of the day | | Ad Spend Spike | SP Ads | daily spend runs more than 35% above budget/average | | ACOS Spike Alert | SP Ads | ACoS increases more than 25% vs the trailing 7-day average | | Sales Drop Alert | Sales | daily sales fall more than 30% below the trailing 7-day average | | Conversion Rate Drop | Traffic | CVR drops more than 20% vs the trailing 7-day average | The last four compare against a trailing 7-day average, which is worth knowing before you act on one. The threshold moves with your own recent trading: a quiet week raises the bar, a busy week lowers it, and the same absolute drop can fire one week and stay silent the next. It is also why alerts cluster in the days after a promotion ends. The three inventory rules are the only absolute ones — they measure weeks of cover against stock, not against last week — which makes them the ones to trust without context. Because the rule is written on the alert, you are never guessing why it appeared — and you can tell immediately whether it matters for your account. A Spend Without Sales alert on a brand-new campaign is expected. The same alert on a campaign that has run for a month is not. Priority Alerts carry a priority chip. P0 is the top band, and it is what the Critical count on the summary cards is counting. Priority reflects both how far something has moved and how much depends on it. Work top down — the ordering is the point of the screen. Finding things Three controls sit above the list: a search box, a Category filter and a Priority filter. The most useful habit is to filter to Inventory first thing in the morning. Those are the alerts with a deadline attached. Advertising alerts can wait an hour; a stockout forecast cannot. Each row expands for the detail behind it, and carries an age — 1d ago, 2d ago. An alert that has been sitting there for a week is either not important or not being dealt with, and both are worth knowing. Dashboard and Alert History The screen has two views. Dashboard is what needs attention now. Alert History is everything that has fired before. This is more useful than it sounds: when you are trying to work out when something started going wrong, the history gives you a dated trail. An alert that recurs for the same product every few weeks is describing a structural problem, not a bad week. An alert is a starting point, not a diagnosis An alert tells you a rule was met. It does not tell you why the number moved. The usual next step is to open the relevant screen with the same date range and use Values vs % change to see what moved alongside it. If you would rather these reached you outside the product, alerts can be delivered to Slack — see Aria in Slack under Settings. For the dated trail, the affected ASINs behind each alert, and how to tell five alerts apart from one unresolved problem, see Alert History and Priority. Related - Understanding Your AI Insights & Alerts — the overview these sit under.

Alert History and Priority

The alerts screen tells you what is wrong now. Alert History tells you what has been wrong, how often, and for how long — which is a different and usually more useful question. It is also the only place the product prints the exact condition that fires each alert. Watch the walkthrough Prefer to watch? Eighty-seven seconds on priority, the exact triggers, and the trailing-average trap. Priority, before history Total, critical, warning and informational, with the category split Every alert carries one of three priorities, and the four tiles across the top count them: | Priority | Means | |---|---| | Critical | money or availability is being lost right now | | Warning | a trend has broken and will cost you if it continues | | Informational | worth knowing, not worth interrupting your day | Beneath them, the same alerts split by category — SP Ads, Inventory, Traffic, Sales — and Alerts by Category stacks each category's bar by priority. Read the stack, not the count. A category with many alerts that are nearly all warnings is noisy. A category with fewer alerts that are nearly all critical is where your attention belongs. Inventory frequently looks like the second; SP Ads like the first. The red banner at the top names the single most urgent alert and how many others share its urgency — a shortcut into the worst of it. What actually triggers each one Open Alert History and every alert carries the rule that produced it. This is the reference worth keeping: | Alert | Category | Fires when | |---|---|---| | Low Stock Alert | Inventory | weeks of cover < 3 weeks for any ASIN | | Critical Stock Alert | Inventory | weeks of cover < 1 week for any ASIN | | Stockout Forecast | Inventory | projected to stock out within 14 days based on velocity | | Sales Drop Alert | Sales | daily sales > 30% below the trailing 7-day average | | Conversion Rate Drop | Traffic | CVR dropped > 20% vs the trailing 7-day average | | ACOS Spike Alert | SP Ads | ACoS increased > 25% vs the trailing 7-day average | | Ad Spend Spike | SP Ads | daily spend > 35% above budget/average | | Spend Without Sales | SP Ads | campaign spent > $50 with zero attributed sales | | Keyword Bleeding Money | SP Ads | keyword spent > $100 with ACoS > 100% | | Campaign Daily Budget Capped | SP Ads | campaign hitting daily budget before end of day | Two things follow from reading these together. Most of them compare against a trailing 7-day average. So a quiet week raises the bar and a busy one lowers it — the same absolute drop can fire in one week and not the next. That is why alerts cluster after a promotion ends. The inventory rules are the only absolute ones. Weeks of cover is measured against stock, not against last week, which is why inventory alerts are the ones to trust without context. Reading the history Alert history, grouped by day, with the trigger condition under each History groups by day, most recent first. Each entry shows the alert, its category chip, the trigger condition, the affected ASINs or campaign IDs with a +N more chip, and the time it fired. That affected-entity list is what makes history actionable rather than archival. Three questions it answers that the live screen cannot: Is this the same problem every day? The same alert on the same ASIN for five consecutive days is one unresolved issue, not five alerts. The live count treats them as five. Is it spreading? A Low Stock Alert that named three ASINs on Monday and thirty by Friday is a supply problem, not a product problem. Did it stop? The absence of an alert is the only confirmation that a fix worked. Scroll back to the day after you acted. Using priority properly Critical does not always mean act. A Critical Stock Alert on a discontinued line is noise. Priority is assigned by rule, not by knowledge of your plans. Warning on a gateway product outranks critical on a long-tail one. The rules do not know which of your ASINs recruits customers. You do — see NTB ASINs Analysis. Recurring warnings deserve a rule, not attention. If Keyword Bleeding Money fires on the same terms weekly, that is a job for automation rather than a person. See Building a Rule from Scratch. Recurring criticals deserve a threshold change. If Low Stock fires constantly because three weeks of cover is unrealistic for your lead times, the alert is right and your reorder point is wrong. What not to conclude An alert is not a diagnosis. ACOS Spike says the number moved; it does not say whether a competitor raised bids, your conversion fell, or a rule fired. Zero informational alerts is not a clean account. It usually means nothing crossed that band. The trailing-average rules need history. A new campaign or a new ASIN will not fire comparison-based alerts until there is a week to compare against. Related - Alert Categories, Priorities and What Actually Triggers Them — the categories in full. - Setting Up Smart Alerts and Real-Time Notifications — where delivery is configured. - Building a Rule from Scratch — turning a recurring alert into an automation. - Catch a stockout before it costs you rank — the playbook the inventory alerts feed. - Understanding Your AI Insights & Alerts — the overview these sit under.

Business Report Templates and the AI Report Generator

Business Reports has three entry points along the top — Templates, AI Report Generator and Create Business Report — and they solve three different problems. Picking the wrong one is how a five-minute job becomes an afternoon. Watch the walkthrough Prefer to watch? Eighty seconds on the three entry points and how to describe a report properly. The three doors Templates, AI Report Generator and Create Business Report | Entry point | Use when | |---|---| | AI Report Generator | you know what you want to say, not how to lay it out | | Templates | you have built this report before and want it again | | Create Business Report | you want to place every widget yourself | The reports list itself carries Mode — Slides or Dashboard — which is the other decision, and the one people get wrong more often. Slides are for sending to somebody. Dashboards are for looking at repeatedly. The AI Report Generator Quick-start presets, a description box, report type and date ranges Quick start offers six shapes to begin from: Executive Review · Weekly Ops · Product Deep-Dive · Vendor Scorecard · DSP Performance · Diagnostic Then Describe the report, a free-text box of up to 5,000 characters, with the instruction that actually matters: Mention the audience, the metrics, and the decision this should support. That is the whole skill. A description like "ad performance last month" produces a generic deck. The placeholder shows the shape that works — who it is for, which metrics, what changed, and what to look out for: Weekly Sponsored Products review for the team — campaign-level spend and ACoS, top 10 keywords by sales, what changed vs last week, and any campaigns burning budget without converting. Name the decision. A report written to answer "should we increase the budget on the Squeezy line?" is sharper than one written to "cover Q3", because it tells the generator what to leave out. Report type picks Slides (7–10 slide deck, one focus per slide) or Dashboard. Date range, and a Comparison range with an Enable toggle — toggle on to compare against a prior period. Turn it on for anything going to a person rather than a screen. A number without a comparison is not yet information. Templates The templates list, with slides, widgets and linked reports A template is a saved report structure — the layout, not the data. The list shows Template Name · Mode · Description · Slides/Pages · Widgets · Linked Reports. Templates are created from a report you already have: the ⋮ menu on any report offers View, Edit, Clone, Save as Template and Delete. Build the report once, get it right, then save it. Linked Reports is the column worth watching. It counts how many reports were built from that template, and a template with several linked reports is doing real work — while one with zero is a layout nobody chose to reuse. Clone versus Save as Template. Clone copies a report so you can edit a one-off variant. Save as Template makes the structure reusable. Clone for "the same thing but for last quarter"; template for "the thing we produce every month". Which to use A one-off question — AI Report Generator. Describe it, read it, move on. Something you will produce again — generate it once, get the structure right, Save as Template. The next one starts from a known-good layout. A report somebody else depends on — template, always. Consistent structure is most of what makes a recurring report readable; people learn where to look. Something genuinely bespoke — Create Business Report and place the widgets yourself. This is the slowest path and the right one when the layout is the point. Insight Reports are a different thing The neighbouring Insight Reports section looks similar and is not. Creating one asks for a Report Title, a Slide Template (a visual theme, such as Corporate Blue), a Date Range, and then a set of Data Sources to draw on — Advertising sources such as Portfolios, Campaigns, Targets, Keywords, Product Category, Optimization Group and Products, and DSP sources including Campaigns, Ad Groups, Creatives, Audience, Products, Technology, Geography and Inventory. The distinction in practice: a Business Report presents metrics you choose. An Insight Report asks the AI to go and find what is interesting in the sources you tick. Insight Reports also keep Revisions, so a report regenerated over time keeps its earlier versions — which is why that list carries a Versions column. See How to Create an AI-Powered Insight Report. What not to expect The generator reads your data, not your business. It does not know a line is being discontinued or that last month included a promotion. Say so in the description. Generated does not mean checked. Read a deck before it goes to anybody. See Checking Aria's Work When an Answer Looks Wrong — the same discipline applies. A template is structure, not a subscription. Saving one does not schedule anything; you still choose when to produce the next report. Related - Understanding Business Reports — the reports themselves. - How to Create an AI-Powered Insight Report — the neighbouring section. - Weekly Business Reports and AI-Generated Insights — the recurring weekly view. - Build a weekly executive summary you never have to write — the playbook.