REPORTING & ANALYTICS

Reporting

See what changed and why — not just what happened.

Four ways to query your data: natural language, visual builder, raw SQL, or pre-built templates. Real-time dashboards with configurable refresh. Scheduled delivery to stakeholders. Row-level permissions so everyone sees the right data.

Revenue

$847K

+12%

Deals

142

+8%

Avg Deal

$5.9K

-3%

Close Rate

24%

+5%

100K

Max rows per query

15+

Pre-built templates

<2s

Chart refresh

Export formats

What it does

Natural language analytics

"What was our revenue by region last quarter?" Planck AI translates to SQL, validates, executes, and renders as a chart. No SQL knowledge needed for 80% of queries.

Raw SQL editor

Full SQL access with syntax highlighting, auto-complete, and execution plan analysis. Power users get direct database access with row-level security enforced automatically.

Pre-built dashboards

CRM pipeline, sales forecast, expense breakdown, HR headcount, inventory levels, and 10+ more. Customize any template or build from scratch.

Scheduled delivery

Reports run daily, weekly, or monthly on schedule. Auto-export to PDF, CSV, Excel, or JSON. Email to stakeholders before they ask for it.

Real-time refresh

Configurable intervals per dashboard. Watch KPIs update live during a product launch or sales sprint. Sub-2-second chart updates.

Row-level permissions

Reports auto-filter by role and company. A regional manager sees their region. A CEO sees everything. Same report definition, different data scope.

Chart types

Line, bar, pie, gauge, table — pick the visualization. Recharts-powered rendering with interactive tooltips, zoom, and export.

Query caching

Frequently-run queries are cached with configurable TTL. Instant results for your Monday morning dashboard. Background refresh keeps data fresh.

How it works

01

Choose your interface

Natural language question, visual query builder, raw SQL, or pre-built template. Four paths to the same data.

02

Query executes securely

SQL validated for safety, scoped to permissions, tenant-filtered, and executed with result caching. Large result sets processed asynchronously.

03

Visualize and share

Pick chart type, configure axes, add filters. Share the link, schedule delivery, or export to PDF/CSV/Excel/JSON.

04

AI learns your patterns

Frequently asked questions get pre-computed. Planck AI starts suggesting reports proactively based on time of week and your role.

Why it's different

Natural language interface via Planck AI — ask business questions, get charts

Same engine powers simple KPI cards and complex cross-table analytics

Row-level security embedded in query execution, not bolted on after the fact

Execution plan analysis recommends query optimizations automatically

AI-driven report suggestions based on usage patterns and business calendar

Ready to try Reporting?

Start Building →