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AI-Powered Reports
Overview
LeadMachine's Reports page lets you generate custom reports using natural language. Simply tell Ledo what you want to see, and it will create a report with tables, charts, and exportable data.
Getting Started
- Navigate to Reports from the sidebar
- Type your request in the search bar (e.g., "Show me leads by status this month")
- Click the arrow or press Enter
- View results as a table or chart
- Export to CSV or save for later
Asking for Reports
Natural Language Queries
Just describe what you want to see:
- "Show me leads by status" - Pie chart of lead distribution
- "How many leads did we get this month?" - Lead count with trend
- "Revenue by month for the last 6 months" - Line chart (requires Shopify/DecoNetwork)
- "Top 5 lead sources" - Bar chart of where leads come from
- "Tasks completed this week by user" - Team productivity report
- "Pipeline summary" - Table of leads by stage with values
Tips for Better Reports
- Be specific about time: "this month", "last 30 days", "Q4 2025"
- Mention the metric: "count", "revenue", "average"
- Specify grouping: "by status", "by source", "by user"
- Request format: "as a pie chart", "in a table"
Quick Report Templates
Sales Reports
Pre-built templates for tracking leads and pipeline:| Template | What It Shows |
| ---------- | --------------- |
| Leads by Status | Distribution across your pipeline stages |
| Lead Sources | Where your leads are coming from |
| Monthly Growth | Lead volume trends over time |
| Pipeline Summary | Detailed breakdown by stage |
| Template | What It Shows |
| ---------- | --------------- |
| Revenue by Month | Sales trends over time |
| Top Products | Best-selling items |
| Customer Value | Average order value and lifetime value |
| Order Status | Fulfillment pipeline |
| Type | Best For |
| ------ | ---------- |
| Pie Chart | Distribution/composition (e.g., leads by status) |
| Bar Chart | Comparisons (e.g., leads by source) |
| Line Chart | Trends over time (e.g., monthly growth) |
| Table | Detailed data with multiple columns |
| Doughnut | Similar to pie, with center value |
| Area Chart | Cumulative trends |
Working with Results
Viewing Data
- Chart Tab - Visual representation
- Table Tab - Raw data with all columns
- Toggle between views using the tabs above the results
Exporting
- Click Export CSV to download the data
- CSV opens in Excel, Google Sheets, or any spreadsheet app
- Includes all columns and rows from the report
Saving Reports
- Click Save Report after generating
- Give it a name for easy access
- Saved reports appear as quick buttons on your Reports page
Saved Reports
Your Reports Section
Once you save reports, they appear at the top of the page as quick-access buttons. Click any saved report to run it instantly.Managing Saved Reports
- Saved reports remember the original query and settings
- Re-run anytime with current data
- Delete by clicking the X on the saved report button
Example Queries
Lead Reports
- "Leads created this week"
- "Show leads by status as a pie chart"
- "How many leads per source this month?"
- "Leads by city in California"
- "New leads vs qualified leads comparison"
Task Reports
- "Tasks due today"
- "Overdue tasks by assignee"
- "Completed tasks this week"
- "Task completion rate by user"
Performance Reports
- "Lead conversion rate by month"
- "Average time from new to qualified"
- "Top performing users by closed deals"
eCommerce Reports (with integration)
- "Revenue this month vs last month"
- "Orders by status"
- "Top 10 products by revenue"
- "Average order value trend"
Tips
- Start Simple - Begin with basic queries, then get more specific
- Use Templates - Quick reports are optimized for common needs
- Save Frequently Used - Save reports you run often for one-click access
- Export for Sharing - Use CSV export to share data with team members
- Combine Metrics - Ask for multiple data points in one query
Troubleshooting
No data returned?
- Check the time period - try "all time" to verify data exists
- Ensure you have leads/data matching your criteria
- Try a simpler query first
Wrong visualization?
- Request the type explicitly: "as a bar chart"
- Some data works better with certain charts
eCommerce reports not available?
- Requires active Shopify or DecoNetwork integration
- Check Settings > Integrations to connect
Reporting Errors
If a report fails to generate, you'll see an error message with two options:
Try Again
Click to reload the page and attempt your query again. Sometimes temporary issues resolve on retry.Report This
Click to automatically report the error to our support team. This helps us improve Ledo's reporting capabilities.What gets reported:
- Your original query
- The error message
- Your user and company info (for follow-up)
What happens next:
- The error is logged to our AI learning system as feedback
- A support ticket is created for our team to investigate
- You'll see a confirmation that the error was reported
Reporting errors helps us identify patterns and improve the AI's ability to handle different types of requests.
Last Updated: December 2025