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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.



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.



How to Generate an Insight Report


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



  1. The Snapshot page opens by default. Scroll down to the Insight Report section.
  2. Click Generate Insight Report.



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



  1. Click Generate report.




Checking the Status


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



  • 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.



Viewing and Downloading Your Report


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



  • 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.



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:



  • 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.




Updated on: 31/07/2026

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