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Dashboards, reports, and exports

Dashboard catalog​

Executive Command Center, Target Portfolio, AI Engine Health, Run Operations, Citation Sources, Action Roadmap, AI Referral, Competitive SOV, Prompt Coverage, Technical GEO, Content Citability, Product Visibility, Campaign Lift, Website/Page, Publication, Narrative/Sentiment, Brand Safety, Market/Language, Crawler Activity, Source Influence, Actions/ROI, Simulation Calibration and Cost/Latency views are available across the platform.

Tables are page-integrated, filterable and exportable. Routine create/edit/delete flows use dialogs and row overflow menus. Cards are reserved for summaries, charts, explanations and compact status—not as containers around full operational tables.

Filters and comparisons​

Common filters include date, project, target type, target, competitor, market, language, provider/model, topic and campaign. Saved views store filters, columns, visibility (private, workspace, or role) and default status. Saved dashboards store dashboard key, filters, comparison and layout.

Evidence and confidence​

Charts and KPI summaries must expose freshness, sample size, confidence, low-sample state and evidence drill-down. Annotations explain releases, campaigns, provider changes and measurement anomalies.

Reports​

Report definitions select datasets, filters, layout, schedule and delivery destinations. Report runs are immutable. Delivery supports e-mail, webhook, Slack and Teams through configured connections, with retry and dead-letter state.

Dashboard design contract​

Every decision dashboard should state:

  • The decision or question it answers
  • Dataset and metric-definition versions
  • Active date/project/target/provider/market/language/topic/campaign filters
  • Freshness, sample size, confidence and low-sample state
  • Comparison baseline and annotations
  • Evidence drill-down path
  • Export/report/share availability

Decorative statistics without a clear denominator, owner or decision should not be used as headline KPIs.

Export and sharing​

Exports support JSON, CSV, NDJSON, XLSX and PDF where applicable. Dashboard share links are read-only, expiring and revocable. Embed and shared links must not bypass workspace ownership or expose secrets, raw credentials, hidden columns or unauthorized evidence.