> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Lesson 9 — Reports and dashboards

> Build custom dashboards, ask Arya for insights in natural language.

<Note>
  **Lesson 9 of 10** · \~5 minutes · Prerequisite: [Lesson 8 — Automations](/en/arya-101/lesson-8-automations)
</Note>

## What you'll learn

* How to build a dashboard with multiple charts
* How to use Arya Report Chat for natural-language analysis
* How to share reports publicly or schedule email delivery

## Create your first dashboard

<Steps>
  <Step title="Open Reports">
    Click **Reports** in the sidebar → **+ New dashboard**.
  </Step>

  <Step title="Add a chart">
    Click **+ Add chart**. Pick:

    * **Data source**: object (e.g. `Deal`) or list
    * **Chart type**: bar, line, pie, table, KPI card, funnel, Gantt
    * **Metric**: `sum of value`, `count`, `average duration`
    * **Group by**: dimension (e.g. `stage`, `owner`, `close month`)

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-09/en/chart-builder.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=401866dc82ccba135e4aa6c10c33b7b0" alt="Chart builder with source, metric and group-by selection" width="1200" height="720" data-path="images/arya-101/lesson-09/en/chart-builder.svg" />
    </Frame>
  </Step>

  <Step title="Add global filters">
    Dashboard filters apply to every chart: date range, owner, team. Change the filter at the top → all charts update.
  </Step>

  <Step title="Organise in sections">
    Group charts into collapsible sections (e.g. "Pipeline", "Conversion", "Revenue"). Drag to reorder.
  </Step>

  <Step title="Save the layout">
    You can save multiple layouts of the same dashboard (e.g. "Weekly view", "Quarterly view") and swap between them.
  </Step>
</Steps>

## Ready-made templates

Instead of starting from scratch, Arya offers prebuilt dashboards:

* **Sales pipeline** — deal distribution by stage, forecast
* **Task analytics** — team productivity, tasks completed vs overdue
* **Customer health** — recent activity per customer
* **Revenue** — revenue by month, product, customer
* **Leaderboard** — sales ranking on configured metrics

Click **+ New dashboard → Use template** and customise.

## Arya Report Chat

Every dashboard has an **Ask Arya** button. Ask in natural language:

> *"Why is Q2 down 15% vs Q1?"*

Arya analyses the data, finds patterns and replies with text + inline charts. Useful prompts:

* *"Which stage do I lose most deals at?"*
* *"Who are the 5 customers with highest revenue this year?"*
* *"Has average close time increased or decreased?"*
* *"Flag anomalies in recurring revenue."*

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-09/en/report-chat.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=52243630e5e3a66ced2c884a176dccc0" alt="Arya Report Chat with user question and reply with inline chart" width="1200" height="720" data-path="images/arya-101/lesson-09/en/report-chat.svg" />
</Frame>

<Note>
  Arya Report Chat consumes AI credits. See [Lesson 10](/en/arya-101/lesson-10-ai-and-aryachat).
</Note>

## Public and scheduled reports

### Public link

Generate a read-only link to a dashboard for investors, customers, external stakeholders. No login needed, no access to underlying records.

<Warning>
  Check what you're sharing. Displayed data reflects filters at link creation time — anyone who opens it sees them.
</Warning>

### Scheduled delivery

Configure Arya to email a dashboard snapshot to a mailing list:

* Frequency: daily, weekly, monthly
* Format: PDF or inline image
* Predefined filters (e.g. "this week only")

Perfect for the team weekly report, monthly exec report, investor KPI dashboard.

## Exporting

Each chart or full dashboard can be exported as:

* **PDF** — full layout with branding
* **Excel / CSV** — tabular data
* **PNG image** — single chart

## Verify

<Check>You built a dashboard with at least two charts</Check>
<Check>You asked Arya Report Chat for an analysis</Check>
<Check>You know how to generate a public link or schedule delivery</Check>

## Next lesson

<Card title="Lesson 10 — AryaChat and AI credits" icon="arrow-right" href="/en/arya-101/lesson-10-ai-and-aryachat">
  Final lesson: get the most out of Arya's AI.
</Card>