> ## Documentation Index > Fetch the complete documentation index at: https://docs.linkiasoft.com/llms.txt > Use this file to discover all available pages before exploring further. # Your own reports and dashboards > Build any report on your leads, orders, chats, messages, calls and team — by clicking, by asking AI, or in LQL — and put them on dashboards. The built-in reports answer the common questions. **Your own reports** answers yours: any count, total or rate over your leads, store orders, products, chats, messages, customers, tasks, calls, broadcasts, ad spend and team — broken down the way you need, saved, shared, emailed on a schedule and arranged on dashboards. Open **Deep Analytics** in the sidebar and choose **Your own reports**. It has two tabs: **Dashboards** and **Report builder**. ## Build a report The report builder offers three ways to write the same report. Switch between them at any time. | Way | When to use it | | - | - | | **Builder** | Click to pick what to count, the period, filters, how to break it down and which numbers to show. Nothing to type. | | **Ask AI** | Describe the report in your own words, in English or Arabic — "won deals this month by owner", "الطلبات حسب المحافظة الشهر ده". The AI writes the query and checks that it runs. | | **LQL** | Write or adjust the query yourself. The editor completes field names and underlines mistakes. See the [LQL reference](https://docs.linkiasoft.com/help/analytics/lql-reference.md). | **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. Each result can be shown as a **Table**, **Bars**, **Line**, **Donut** or **Number**. Numbers that improved are green and those that got worse are red, depending on whether higher or lower is better for that measure. ## 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 with `DRILL`. Reports without it keep plain numbers. ## Save, share, schedule and export | Action | What it does | | - | - | | **Save** | Keeps the report under **Saved reports**. Private by default. | | **Share** | With the whole workspace or with chosen people. Everyone always sees only the records their own role allows. | | **Email on a schedule** | Sends the report daily, weekly or monthly to people in the workspace. | | **Pin** | Shows the report on your home dashboard. | | **Export CSV** | Downloads the full result (up to 5,000 rows). | ## 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. > [!NOTE] > > 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 | Message | What to do | | - | - | | **Too expensive** | The report would read too much data. Narrow the date range or filter on a field marked *fast* in the reference. | | **Took too long** | It was stopped after 15 seconds. Narrow the dates or add a filter. | | **Too many report runs** | Each person can run 30 a minute. Wait a moment. | | **The AI is busy** | The AI service is overloaded or unreachable. Try again shortly, or use the builder. | | **Report needs an update** | A field it uses was renamed. Open it in the report builder and fix the highlighted part. | 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](https://docs.linkiasoft.com/help/analytics/lql-reference.md) — every field, measure and function * [Reports and what each one answers](https://docs.linkiasoft.com/help/analytics/overview.md) * [Roles and permissions](https://docs.linkiasoft.com/help/team/roles-and-permissions.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.