Reports
Introduction to reports
Reports in Timebook provide a summary of events in consistent and predictable form. The context from which they feed data can vary from Timebook workplace to services connected to your profile to information generally available on the internet.
The idea behind the reports feature is to provide stakeholders the means to generate a structured data digest delivered on recurrent basis.
Please mind that the reports feature is still work in progress and prone to change. If you'd like to help us develop it, drop an email to [email protected] or use the contact form in the application.
Terminology
For the purpose of this guide, we'll use the following naming:
Report – the general name of the feature in Timebook
Report template – a reusable configuration that defines the report’s structure, content, and formatting
Report instance – an issue of a report generated from the report template
Reports hub – the dashboard collecting all report templates
Creating reports
Reports are available from the navigation sidebar in your product space. Creating a new report will display a prompt with two inputs:
Title – the name of the report displayed in the reports hub
Instructions – the prompt for Timebook's AI agent that will fetch and organize data
Structure & formatting
Once the new report template is created, you will be moved to the configuration screen where you can define and arrange its contents using AI blocks and static text.
An AI block is a section of the report generated by Timebook's AI agent that will answer the instructions from the provided prompt.
The static text that will remain unaltered and in the same place every time the report is generated to keep things organized an in order.
We are going to provide more types of AI blocks and formatting in future iterations of Timebook.
Template configuration
Each report template hosts three tabs: Settings, Subscribers, and History. The instructions below will help you properly prepare and deliver your report.
Settings
The Settings tab lets you configure structure & format, personalize editions, attach external sources, and schedule delivery dates.
Editions
Depending on who the recipient is, Timebook lets you generate different editions of the same report. You can prepare separate versions for product leads, data analysts, and stakeholders, without cluttering the reports hub with separate instances for each position.
Each edition can be fully customized with AI blocks, formatting, and static text, just like the default version that you create.
External context
In addition to your Timebook workplace, you can add more sources for the AI agent to fetch data from. This includes connectors with external services (configurable in your profile settings) and general internet access over secure protocols.
Schedule
Here you can configure the time your report will be generated and delievered to its subscribers.
Subscribers
The Subscribers tab allows you to define who will receive the report every time a new instance is generated. Reports can be sent to workplace members or contacts.
History
The history tab lets you access all report instances generated so far. Simply click an instance to see its details.
Generating reports
Reports can are sent by email either manually by hitting the generation button, or automatically on the time interval defined in the template settings.
In the example below we can see a report created from two AI blocks: one being a brief for the company's executive, and the second one acting as a red/yellow/green dashboard for easier identification on what to pursue next.
Last updated