Your First Report
clariBI creates reports automatically using AI. Choose a template, connect your data, and get a complete report with insights in minutes.
How clariBI Reports Work
Unlike traditional BI tools where you manually build charts and widgets, clariBI uses a template-driven approach:
- 1 Choose a template that matches your business (e.g., E-commerce Sales, Marketing Analytics)
- 2 Connect your data using the sources the template requires
- 3 AI generates your report with metrics, charts, and insights
Understanding Your Report
Report Components
Charts & Visualizations
AI-generated charts showing your key metrics over time. Includes bar charts, line graphs, and pie charts.
KPI Metrics
Key performance indicators relevant to your template, with comparisons and trend arrows.
AI Insights
Automated analysis highlighting trends, anomalies, and recommendations.
Data Refresh
Reports can refresh hourly, daily, or weekly to keep data current.
Ask clariBI - Natural Language Queries
After your report is created, use "Ask clariBI" in the sidebar to query your data in plain English.
Example Questions:
"What are my top performing products this month?"
"Show me revenue trends over the last 6 months"
"Which day of the week has the highest sales?"
Tip: Ask clariBI queries your connected data sources directly. You can ask follow-up questions within the same conversation session.
Report Settings
Access report settings to configure refresh and sharing options.
Refresh Options:
- • Hourly refresh
- • Daily refresh
- • Weekly refresh
Sharing Options:
- • Share with team (Viewer, Editor, Admin)
- • Add to workspace
- • Create public link
Creating Additional Reports
To create more reports after your initial setup:
- 1 Click "Reports" in the sidebar
- 2 Click "Create Report" button
- 3 Choose a template from the 250+ available options
- 4 Connect data sources (or reuse existing connections)