Using AI Data Stream

Reports

Run pre-built report templates or create your own for consistent, repeatable analytics insights.

Reports are structured analysis templates that produce consistent, formatted output. Run them on demand or share them with your team.

What Are Reports?

Unlike free-form conversations, reports follow a template. You select a report, optionally fill in fields (like a URL or date range), and get structured output.

Reports are useful for:

  • Regular check-ins (weekly traffic reviews)
  • Consistent analysis formats
  • Sharing with stakeholders
  • Onboarding team members to standard analyses

Running a Report

  1. Go to your property’s Reports tab
  2. Browse the template library
  3. Select a template
  4. Fill in any required fields
  5. Click Run Report

The AI will analyze your data using the template’s structure and return formatted results.

Organizing Your Templates

As your template library grows, you can organize templates to find them quickly.

Ordering Templates

Use the Order by dropdown on the reports page to choose how templates are displayed:

Last Used

  • Templates are sorted by when they were last run by anyone on your team
  • Most recently used templates appear first
  • Great for quick access to frequently used reports

Custom

  • Create your own ordering by dragging templates
  • Drag the grip handle (⋮⋮) to reorder
  • Your custom order is saved to your account and persists across sessions
  • Each team member can have their own custom order

Finding Templates

Use the search and filter options to find specific templates:

  • Search by template name or description
  • Filter by status (active/inactive)

Built-in Report Templates

AI Data Stream includes 12 ready-to-use templates organized by category.

Instant-Run Reports

These run immediately with no input required.

Monthly Performance vs Last Month

Compares current month to the previous month:

  • Key metrics comparison (sessions, users, pageviews)
  • Engagement metrics (bounce rate, session duration)
  • Traffic source breakdown
  • Top pages
  • Notable changes and insights

Weekly Traffic Snapshot

Quick overview of the last 7 days:

  • Daily traffic breakdown
  • Peak day identification
  • Traffic sources
  • Top content
  • Week-over-week comparison

Quick Health Check

Fast health assessment comparing last 7 days to previous 7 days:

  • Traffic health indicator
  • Engagement health indicator
  • Search performance health indicator
  • Top pages health
  • Issues requiring attention

Each metric shows a status: healthy, warning, or needs attention.

SEO Performance Overview

Organic search analysis for the last 30 days:

  • Core search metrics (clicks, impressions, CTR, position)
  • Top performing queries
  • Rising and declining queries
  • Pages with ranking opportunities
  • Technical SEO observations

Reports with Input Fields

These require you to fill in specific information.

Landing Page Audit

Field: Page URL

Deep analysis of a single page:

  • Traffic volume and trends
  • Traffic sources for this page
  • Engagement metrics (bounce, time on page)
  • Search performance (if in Search Console)
  • User flow (entry/exit patterns)
  • Device breakdown
  • Recommendations

Custom Date Comparison

Fields: Date range 1, Date range 2

Compare any two time periods:

  • Side-by-side metrics comparison
  • Percentage changes
  • Traffic source shifts
  • Content performance changes
  • Notable differences

Content Performance Report

Fields: URL pattern (e.g., /blog/), Date range

Analyze a section of your site:

  • Pages matching the pattern
  • Aggregate metrics
  • Top performers
  • Underperformers
  • Engagement patterns
  • Search visibility

Traffic Source Deep Dive

Fields: Source/medium, Date range

Detailed analysis of a specific traffic source:

  • Volume and trend
  • Quality metrics (bounce, pages/session)
  • Top landing pages from this source
  • User journey patterns
  • Device breakdown
  • Geographic data
  • Conversion performance

Keyword Performance Analysis

Field: Keyword or topic

Analyze performance for specific keywords:

  • Matching queries in Search Console
  • Clicks, impressions, CTR, position
  • Ranking trends
  • Page coverage
  • Opportunities for improvement
  • Competitor positioning insights

Ecommerce Reports

For sites with ecommerce tracking enabled.

Ecommerce Weekly Review

Weekly sales analysis:

  • Revenue vs previous week
  • Transactions and average order value
  • Conversion rate by device
  • Top selling products
  • Traffic to revenue correlation
  • Channel performance

Purchase Funnel Health Check

Analyze your conversion funnel:

  • Product view → Add to cart rate
  • Add to cart → Begin checkout rate
  • Begin checkout → Purchase rate
  • Overall conversion rate
  • Funnel by device type
  • Drop-off points
  • Improvement recommendations

Promotion Performance Analysis

Field: Promotion date range

Analyze a specific promotion or sale:

  • Revenue during promotion
  • Comparison to baseline
  • Order volume and AOV
  • Traffic and conversion changes
  • Product performance
  • Customer behavior changes
  • ROI assessment

Creating Custom Reports

You can create your own report templates tailored to your specific needs.

Generate with AI

The easiest way to create a template is to let AI do it for you:

  1. Go to Reports → Create Template
  2. Click Generate with AI
  3. Describe the report you want in plain English
  4. AI generates the template name, description, input fields, and prompt
  5. Review and adjust if needed
  6. Save to your library

Example: Type “Track our top performing blog posts by traffic and engagement, compared to last month” and AI will create a complete template with the right fields and analysis prompt.

Manual Template Creation

You can also create templates manually:

  1. Go to Reports → Create Template
  2. Enter a template name and description
  3. Define input fields (optional):
    • Text - For short inputs like topics, keywords, or names
    • Textarea - For longer multi-line inputs like descriptions or context (up to 10,000 characters)
    • URL - For specific pages to analyze
    • Date range - For time period selection
  4. Write your prompt template using {{field_name}} placeholders
  5. Choose an icon and color
  6. Save to your library

Prompt Template Syntax

Use placeholders for input fields:

Analyze the landing page at {{page_url}}.

Include:
- Traffic for {{date_range}}
- Top traffic sources
- Engagement metrics
- Recommendations for improvement

Example Custom Template

Name: Competitor Comparison Note

Fields:

  • competitor_event (text)
  • our_url (url)
  • date_range (date range)

Prompt:

Our competitor announced: {{competitor_event}}

Analyze our page at {{our_url}} for {{date_range}}:

1. Current performance metrics
2. Search visibility for related keywords
3. Opportunities to capitalize on competitor news
4. Recommended actions

Sharing Reports

Team Access

Report templates are available to all team members with write access to the property.

Sharing Results

After running a report, you can copy the results to share with others or paste into documents.

Tips for Using Reports

When to Use Reports vs Chat

Use reports for:

  • Regular, repeatable analyses
  • Standardized team outputs
  • Stakeholder communication
  • Onboarding and training

Use chat for:

  • Ad-hoc questions
  • Exploratory analysis
  • Follow-up investigation
  • Quick checks

Building a Report Library

Start with the built-in templates, then create custom templates for:

  • Your specific KPIs
  • Stakeholder-specific views
  • Recurring analysis needs
  • Client deliverables (agencies)

Combining with Annotations

Reports automatically check annotations. Keep annotations updated to ensure reports have context for any anomalies.

Troubleshooting

Report takes too long

  • Try a shorter date range
  • Use a faster AI model
  • Break into smaller, focused reports

Missing data in report

  • Check that required connections are active
  • Verify the date range has data
  • Check field values are correct (valid URLs, etc.)

Report output is inconsistent

  • Use a more capable model for complex reports
  • Refine the template prompt
  • Add more specific instructions

Next Steps