Insights: AI Reports & Custom Dashboards

1. Report Builder: three ways to create a report
2. Running a report & exploring results
3. Saving a report
4. Session Reports (pre-built templates)
5. Custom Reports
6. Sharing a report
7. Scheduling automated report deliveries
8. PII Mode
9. Schema Explorer

1. Report Builder: three ways to create a report

The Report Builder sits at the top of the Reports page. It gives you three different approaches to building a query, so you can work at whatever level of detail you need.

1. Describe it: AI-powered

   Type your question in plain English, for example, "Report all accepted speakers", and click Generate Report. The AI automatically writes the SbQL query and shows you a preview with a plain-language explanation before anything runs. 

   You can also click any of the quick suggestion chips below the text field to start from a common question, such as:

   1. Which sessions have the highest average evaluation scores?
   2. What are the most popular session tracks?
   3. Which sessions have the most speakers?
   4. What are the top tasks that need to be completed before the event?

   Once the AI generates a query, you have three options: Accept & Run (execute immediately), Edit SbQL (open the code editor to fine-tune manually), or Regenerate (ask the AI to try again with a different approach).
   
   
   
   

2. Builder:No code required

   Switch to the Builder tab to build your report visually. Select the object you want to query (for example, Session), then use the expandable panels to configure your report: 

   Columns (choose which fields to include in the output), Filters (narrow results by specific conditions), Group By (aggregate data by a field), and Sort By (control the order of results).
   
   

1. SbQL Editor: Advanced

   The SbQL Editor (Sessionboard Query Language) lets you write queries directly in code. It's designed for advanced users who need precise control over complex reports. Use the Schema Explorer (see section 9) as a reference for all available fields and objects.

2. Running a report & exploring results

Click Run to execute the active query. Results appear in a table below the builder, along with tools to navigate and organize the data.

Navigating results

1. Search results: filter the displayed rows without modifying the query.
2. Group by: group rows by any available field to analyze data by category.
3. Pagination: move between pages using the controls in the top-right corner. The row count and query execution time are shown at the bottom.

Exporting results

Click the Export button to download the data in your preferred format:

1. Export CSV: comma-separated text file.
2. Export XLSX: Excel spreadsheet.

3. Saving a report

Once you've run a query and are happy with the results, save it so you can reuse or share it later.

How to save

1. Click Save Report in the results toolbar.
   
   
2. Enter a descriptive Report Name (e.g., "Accepted Speakers by Track").
3. Optionally, add a Description to explain what the report shows.
4. Click Save Report to confirm.

The saved report will appear under Custom Reports on the main Reports page.

4. Session Reports (pre-built templates)

Session Reports are ready-made reports included with every event. They cover the most common data needs, so you don't have to build them from scratch.

Examples include:

1. Sessions with Speaker Details
2. Sessions with Evaluation Ratings
3. New Sessions Report

To run one, simply click Run Report on any card. Results load instantly and can be exported or shared just like a custom report.

5. Custom Reports

Custom Reports are any reports you've saved yourself. They appear in their own section on the Reports page and can be managed, shared, duplicated, or scheduled at any time.

Managing a custom report

Click the ellipses (...) on any custom report card to access these options:

1. Edit Query: reopen the query in the Report Builder to make changes.
2. Share: generate a shareable link (see section 6).
3. Schedule: set up automated email delivery (see section 7).
4. Duplicate: create a copy of the report to use as a starting point.
5. Delete: permanently remove the report.

6. Sharing a report

Share a report with anyone,  even people without a Sessionboard account, using a secure link. Shared links always show live data, not a static snapshot.

Creating a share link

1. Open the ellipses (…) on the report card and select Share.
   
   
2. Click + Create New Link.
   
   
3. Give the link a name so you can identify it later.
4. Optionally configure access restrictions:
   1. Require password: recipients must enter a password to view the report.
   2. Set expiration: the link automatically stops working after a chosen date.
   3. Limit views: restrict the number of times the link can be opened.

      5.  Click Create Link.

Using the share link

Once created, each link exposes several formats you can copy and use directly:

1. Sharable Public Link: send this URL to anyone to view the report in a browser.
2. CSV Link: a direct URL that downloads the report as a CSV file.
3. Google Sheets Formula: paste this =IMPORTDATA() formula into Google Sheets to pull live data automatically.
4. JSON Link: for developers integrating report data into other tools.
5. XLSX Link: a direct URL that downloads the report as an Excel file.

You can create multiple links per report, for example, one public link and one password-protected link for internal use. The view count for each link is shown next to its name.

7. Scheduling automated report deliveries

Set up a schedule to have any report emailed automatically to your team regularly, no manual work required.

Creating a schedule

1. Open the ellipses (…)  on the report card and select Schedule.
   
   
   
   
   
2. Enter a Schedule Name (e.g., "Weekly Speaker Status Update").

1. Set the Frequency: choose Daily, Weekly, or Monthly.

2. For weekly schedules, select the day(s) of the week to send.

    

   

    

3. Set the Time and Timezone for delivery.

4. Add up to 5 recipients by entering their email addresses.
5. Optionally, write a Custom message to include in the email body.
6. Click Create Schedule.
   
   

8. PII Mode

PII Mode (Personally Identifiable Information) lets you run and review a report while keeping sensitive contact data — like names and email addresses — hidden from view. This is useful when sharing your screen or working in environments where data privacy is a concern.

How to enable

Toggle the PII Mode switch in the bottom-right corner of the results view. When active, personal data fields are masked in the results table.

9. Schema Explorer

The Schema Explorer is a reference panel that lists all available objects and fields in your event data. It's especially useful when writing SbQL queries manually, but it's also helpful for understanding what data Sessionboard tracks.

How to access

Click the Schema button in the bottom right-hand corner of the Report Builder. The Schema Explorer opens as a side panel where you can browse objects and their available fields.