What are reports?

A report is the personalized outcome a lead received — the content your funnel's AI generated from their form answers. Every time a lead completes a funnel, that run becomes a report you can open and read.

The Reports page in the top nav lists every report across all your funnels, newest first. Each row shows the lead's name and email plus the date and time the report was generated.

Open a report

  1. Go to Reports in the top nav.
  2. Find the report you want — Search by Email narrows the list to one lead.
  3. Click it. The View Report drawer opens with the generated content, the lead's answers, and any behind-the-scenes signals.

Where else reports show up

  • On a funnel's Results page, the Reports tab shows reports for that funnel only.
  • On a lead's profile, Funnels Signed Up To links to their latest report per funnel.

All three routes open the same View Report drawer — pick whichever matches what you're doing.

Good to know

  • Reports can't be created by hand. They're generated when a lead goes through a funnel, so an empty Reports page means no lead has completed one yet — the Create a funnel button is the next step.
  • One lead can have several reports: one per funnel run.
  • Reading a report is the fastest way to check what your funnel actually delivers. If the output misses the mark, adjust the funnel's Outcome step and AI blocks.

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