There is no separate report builder. Open AI Chat and ask:Documentation Index
Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
“Pipeline by stage, this quarter, grouped by rep, exclude churn.”The report renders inline as a table or chart. Save it as a view, pin to a dashboard, or schedule it to Slack/email. See Common report recipes.