Report with AI
Charts, pivots and scheduled reports from exact queries, not from numbers pasted into a chat.
- How do I get Claude to make a weekly sales report from my data?
Ask Claude to save the weekly query as a view (`create_view`), turn it into a report with a chart (`create_report`), and run it (`run_report`). The report re-queries the view...
- How do I email a report every Monday morning automatically?
Make the report once (a saved view plus `create_report`), then ask your AI to schedule it with the cron `0 8 * * 1`: every Monday at 08:00 UTC it re-runs the view and emails...
- How do I get an AI to make a chart from my data?
Ask it to summarise the data into a view and create a report with a chart on top: `create_report` with `chart = {"chart": "bar", "x": ..., "y": ...}`. Bar, line, area, scatter,...
- How do I pivot data by month and region with AI?
Ask for the value grouped by both month and region: one query returns a row per month and region, which is a pivot table once the regions become columns. Your AI can lay it...
- How do I export a report as Excel from an AI conversation?
Ask your AI to create the report with `format = "xlsx"`. Each run renders the view to an Excel file, which is attached when the report is emailed (`run_report` with recipients,...
- How do I make an HTML report from a query?
Save the query as a view, then `create_report` with `format = "html"` (the default). Running it renders a self-contained HTML page: a title, an optional chart, and the table of results.
- How do I stop my AI making up numbers when analysing data?
Give it a database to query and ask it to answer only from query results. Numbers then come from the database (sums and counts over every row), and the tool call and its result...
- Why does my AI give different answers to the same data question?
When an AI reads data as text, each answer is a fresh estimate, so it can change from one try to the next. When it queries a database, the number comes from the query: run the...
- How do I make a line chart of monthly totals with Claude?
Ask Claude to save a monthly-totals view and create a report with a line chart over it (`chart = {"chart": "line", "x": "order_month", "y": "revenue"}`). Running the report...
- How do I see whether my scheduled report ran?
Ask your AI for the report's run history: `list_report_runs` returns every run, newest first, with its status (ok, failed or running), the number of rows, how long it took and...