Build a report
The report builder offers three ways to write the same report. Switch between them at any time.1
Choose what to report on
In Builder, pick the subject (for example Store orders) and the period.
2
Filter and break it down
Add filters (channel, governorate, owner, tag…) and a breakdown — by a field, or by day,
week or month for a timeline.
3
Pick the numbers
Choose the measures: count, revenue, conversion, response time and more. The result
appears as you go.
4
Save it
Save as report, give it a name, and choose who can see it.
Change a report with AI
Once a report is on screen, type the change instead of starting over: “add revenue”, “only Facebook”, “split by month”, “compare with last month”. The AI changes only that part and says what changed. Undo brings back the previous version. The ✨ button next to the LQL editor does the same for a query you wrote yourself.Compare with the previous period
Turn on Compare with previous period in the builder. Every number then shows This period, Previous, and the Change %, with an arrow — for example 215 leads against 47 (+357%).Put several subjects side by side
Combine with another query joins numbers from different subjects on a shared key (agent, channel, team or date). Examples: orders next to chats per channel, ad spend next to revenue per ad (return on ad spend), or messages sent next to deals won per agent. You can add calculated columns such as orders per chat.Open the records behind a number
A report can make its numbers clickable. Click one and a side panel lists the exact records behind it — “31 chats · Facebook” — each linking to its lead, chat or order, with CSV export. In LQL, end the query withDRILL. Reports without it keep plain numbers.
Save, share, schedule and export
Dashboards
A dashboard puts saved reports side by side.1
Create one
On the Dashboards tab choose New dashboard and name it.
2
Add reports
Add report and pick saved reports. From the report builder you can also use Add to
dashboard.
3
Arrange them
Drag a tile by its handle to move it, or drag its edge to resize. From a tile’s menu choose
its width (small to full), height, and how it is shown (table, bars, line, donut or number)
— without changing the saved report.
4
Share it
Share with the workspace from the dashboard menu.
A dashboard shared with the workspace can only hold reports that are also shared with the
workspace, so nobody opens a dashboard full of reports they cannot see.
Who can do what
Custom reports have their own permissions under Roles: read (run and view), create (save your own), share, schedule and manage (edit or delete anyone’s). Roles that can see Deep Analytics get read and create; managers can also share. Ad spend also needs access to analytics. Whatever a report asks for, it only ever returns the records the viewer is allowed to see, and phone numbers stay hidden for roles that cannot see them.When a report won’t run
Reports never slow down the rest of Linkiasoft: every query is checked before it runs, and
reports run on their own connections with their own time limits.
Related
- LQL reference — every field, measure and function
- Reports and what each one answers
- Roles and permissions

