> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://docs.simplebooklet.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Generating an AI Insight Report

# Generating an AI Insight Report

The Insight Report hands your booklet's performance data to a Business Intelligence Strategist AI and gets back a plain-language analysis — no charts to interpret, no spreadsheets to dig through. Just a clear breakdown of what's working, where readers drop off, and what to do next.

|| Available on: Pro and Business plans.

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## What's in an Insight Report

The report opens with an AI-generated headline that names the most important thing happening in your data — not a generic summary, but a specific finding like "Guests open the cover, then stop." Below that, four key numbers give you an immediate read: total opens, unique visitors, page 1 views, and how many readers reached the final page.

From there, the report works through your data in named sections, each with a category label, a plain-language headline, and a written explanation. Visuals — bar charts, stat cards, city tags — are embedded inline so you're reading a story, not a spreadsheet.

**Typical sections include:**

**Audience and traffic sources** — Which cities, channels, and referrals are actually delivering readers, including breakdowns you wouldn't spot on your own.

**Page-by-page engagement** — A bar chart showing views per page, with written analysis of where readers stop and which pages hold attention longest (including average dwell time).

**Action breakdown** — Not just total CTA clicks, but a full breakdown: call-to-action clicks, Collection navbar clicks, Custom Button clicks, Business Card clicks — so you can see exactly where readers are engaging.

**Device and timing patterns** — What devices readers are on, the busiest day, and peak open hour — useful for knowing when and how your audience actually shows up.

**Your next moves, ranked** — Specific, prioritized actions based on what the data showed this period. Not generic advice — steps tied directly to your numbers.

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## How to Generate an Insight Report

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1. From your **Dashboard**, open the **Reports** tab for your booklet.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight91_wbn0hy.png =800x388)

2. The **Snapshot** page opens by default. Scroll down to the **Insight Report** section.

3. Click **Generate Insight Report**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight94_tsfmkc.png =800x379)

4. In the popup, select the **time period** you want the report to cover from the dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight95-1_1rn9bgj.png =800x264)

5. Click **Generate report**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight95_1q79nsp.png =800x264)

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## Checking the Status

Once you click Generate, your report is being processed. You can track progress two ways:

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight96_1qnno4e.png =800x396)

* Watch for **progress notifications** in the Insight Report section on the page.

* Click the **Agent Status** icon in the top right corner of the Reports page to check its current status.

You'll receive a notification when your **Executive Report** is complete.

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## Viewing and Downloading Your Report

Once generated, the Insight Report section updates with three options:

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight97_1ypj1b2.png =800x208)

* **View report** — Opens the full report to read online.

* **Download report** — Saves the report to your device.

* **+ New Report** — Generates a fresh report for a new time period.

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## History Reports

Every Insight Report you generate is saved. Scroll to the **View History Reports** section at the bottom of the Snapshot page to see your previous reports. Hover over any report to access:

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight98_1ew1nzd.png =800x443)

* **View report** — Open and read it.

* **Download as HTML** — Save a formatted version to your device.

* **Download Analysis as Markdown** — Save a plain text version for use in other tools.

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### Related Articles

* [The Reports Snapshot](/en/article/the-reports-snapshot-1y06nl6/)

* [Your Performance Data File](link)