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

# Request a custom report

> How to use Request Insight Template to ask for a new report.

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.

## Request a report

<Steps>
  <Step title="Go to Insights">
    Select **Insights** from the sidebar. Above the report list you'll see a **Get more out of your data** banner.
  </Step>

  <Step title="Open the request form">
    Select **Request Insight Report** in that banner. The **Request Custom Insight Template** form opens.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Next steps

* [Which reports are available to me](/insights/report-availability) to see what you already have.
* [Open an analytics dashboard](/insights/open-a-dashboard) once your new report appears.
* Questions about a request? See [Get help](/getting-started/get-help).