My Reports

My Reports lets you create custom reports by saving any table or chart generated by Ask Bridgit, so you can revisit and refresh it without re-entering your prompts. Build a personal library of the data views that matter most to your workflow and access them anytime from a single location.

Key capabilities:

• Save any Ask Bridgit table or chart as a named report

• Access all saved reports in one place under Reports > My Reports

• Refresh reports on demand to pull the latest data

• Open any saved report back in Ask Bridgit for further exploration

• Share custom reports across users

Eligibility/Prerequisites

My Reports

Available to all users with access to Ask Bridgit.

No additional permissions are required to save or view your own reports.

Shared Custom Reports

• Administrators can share a report with all users in the account.

• All Users can share a report with selected users.

How to Use

Saving a Report from Ask Bridgit

1. Navigate to Ask Bridgit and generate a table or chart using a prompt

2. Click Save Report above the result

3. The report is saved and immediately available in Reports > My Reports

Accessing Your Custom Reports

1. Navigate to Reports in the main navigation

2. Select My Reports from the dropdown menu

3. All previously saved reports are listed here

Refreshing a Report

My Reports display data as of the time they were saved. To pull the latest data:

1. Open Reports > My Reports

2. Locate the report you want to update

3. Click the Refresh button on the report

Continuing in Ask Bridgit

If you want to build on a saved report with additional prompts:

1. Open Reports > My Reports

2. Locate the report

3. Click Open in Ask Bridgit to load it directly into a new Ask Bridgit session

Sharing a Custom Report

If you want to share a custom report with other users:

1. Navigate to Ask Bridgit and generate a table or chart using a prompt

2. Click Save Report above the result

3. Select the checkbox to share with everyone (Administrators only) or use the dropdown menu to share with individual users

4. Click Add to My Reports to save and share

Viewing a Shared Custom Report

If you want to view custom reports that have been shared with you:

1. Navigate to Reports > My Reports

2. On the left side panel, select Shared Reports. When clicked you will see the list of reports that have been shared with you, along with who shared each one.

Scheduling A Custom Report

You can schedule a custom report to run automatically on a weekly or monthly basis.

1. Navigate to Reports > My Reports and open the report you want to schedule

2. Click the schedule icon in the report header

3. Choose a frequency (Weekly or Monthly), then set the day, time, and time zone.

4. Save your schedule

Each time the report runs, you’ll get an email with a link to view and download it.

To update or cancel a schedule, use the schedule options in the report header.

Common Workflows

Monitoring a recurring metric: Save a chart you check regularly, such as utilization by role or unfilled roles by month, so you can pull it up and refresh it without re-prompting Ask Bridgit each time.

Sharing context before a meeting: Open a saved report in Ask Bridgit just before a project review to ask follow-up questions or drill into specific data points using the existing report as your starting point.

Building a personal dashboard: Save multiple tables and charts that reflect your key areas of focus. Return to My Reports whenever you need a quick snapshot of your data.

Sharing a report with other users: Navigate to Ask Bridgit and generate your chart or table. Click Save Report, and then select the users you'd like to share with from the dropdown menu.