Custom Reports

Last updated: July 28, 2026

Custom Reports lets you save 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 > Custom Reports

  • Refresh reports on demand to pull the latest data

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

Eligibility/Prerequisites

Custom Reports is available to all users with access to Ask Bridgit.

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

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 Add to my reports above the result

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

Accessing Your Custom Reports

  1. Navigate to Reports in the main navigation

  2. Select Custom Reports

  3. All previously saved reports are listed here

Refreshing a Report

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

  1. Open Reports > Custom 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 > Custom Reports

  2. Locate the report

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

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 Custom Reports whenever you need a quick snapshot of your data.