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If the existing dashboards don’t cover what you need, you can ask the LiftAI team to build a custom report. This is a consultant feature.

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Request a report

1

Go to Insights

Select Insights from the sidebar. Above the report list you’ll see a Get more out of your data banner.
2

Open the request form

Select Request Insight Report in that banner. The Request Custom Insight Template form opens.
3

Describe what you need

Fill in the form:
  • Report Name — a name for the report (required).
  • What’s the goal of this report? — what you’re trying to track or decide (required).
  • What key metrics or data points do you want to see? — for example, number of callbacks, response times, or completion rates (required).
  • Additional requirements or context — anything else the team should know (optional).
4

Submit

Submit the form. You’ll see a confirmation that your request was sent, and the LiftAI team will follow up to build the template.
This sends a request to the LiftAI team rather than generating a report instantly. New reports are built and added to your Insights list once they’re ready.

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Next steps