AI-Agents for Reporting Analysts
Agents help Reporting Analysts keep report inputs ready and figures easy to verify.
Draft SQL for report rankings with clear tie rules.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsDraft SQL for colleagues' count questions and explain each filter.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 toolsDraft report SQL and explain its date boundaries.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
14 toolsDraft SQL for figures coworkers need in reports.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsDraft report grouping queries with explained fallback categories.
You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.
8 toolsDraft joins for reports that draw from several tables.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
8 toolsReceive usable report data in CSV form with broken rows called out.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
6 toolsReturn a checked Word draft on the original report task.
Your Markdown report becomes a Word document in your team's layout, with tables and links checked and the draft linked on your task.
6 toolsMerge weekly team CSVs into one download and flag conflicts.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
5 toolsSupply checked source rows for the next reporting cycle.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
11 toolsTurn each report PDF into CSV files with uncertain cells flagged.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Create a filtered CRM report with a linked matching-deals list.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 tools
