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Reports

Ask Reports

Last updated 8 July 2026

Ask Reports

Ask Reports helps owners and managers find the right reporting surface without memorising every report name.

Where to find it. Web: Reports -> Ask Reports. It also appears in Operating Briefing. Mobile: Reports -> Ask Reports.

TL;DR

  • Ask a question such as "Why was revenue down this week?" or "Which report should I use for payroll?"
  • OpenChair returns the best source report, supporting evidence, date range, and metric definitions.
  • Report matching works on all plans.
  • PRO venues may receive AI-written answers when Sparks are available.
  • Ask Reports does not expose raw customer or appointment rows inside the answer.
  • One session supports up to five turns.

What Ask Reports Does

Ask Reports turns a plain-English question into a reporting path. It can:

  • recommend the best source report
  • show up to three related reports
  • explain why each report is relevant
  • carry the selected date range into the report link
  • show metric definitions beside the answer
  • warn when the question asks for data OpenChair does not expose in Ask Reports

The answer panel can show headings such as Answer, Suggested reading path, Narrow the question, Data limitation, Spark balance needed, or Source reports.

Asking A Question

On web:

  1. Open Reports.
  2. Find Ask Reports.
  3. Type in What are you trying to understand?
  4. Select Ask.
  5. Choose Open source report on the best match.

The / keyboard shortcut focuses the Ask Reports input on web when you are not already typing in another field.

On mobile:

  1. Open Reports.
  2. Tap Ask Reports.
  3. Use the Ask about revenue, bookings, no-shows, or payroll field.
  4. Tap Ask.
  5. Tap a recommended report to open it.

Suggested questions include:

  • Why was revenue down this week?
  • Are no-shows getting worse?
  • Which report should I use for payroll?

Results And Evidence

Ask Reports results may include:

Item What it means
Best report The strongest report match for the question
Also useful Secondary reports worth checking
Evidence The source reports and date range behind the answer
Printable report The source report has a print route
CSV export available The source report has an export option
PRO The report requires PRO if your venue is not already on PRO

Select Open source report to inspect the source data before acting on the answer.

Plan And Spark Behaviour

Report matching works on all plans. FREE venues can still use Ask Reports to find reports available to their plan.

PRO venues may receive AI-written answers. If Sparks are not available, Ask Reports shows the message: There are not enough Sparks to answer with AI right now. Report matching still works.

Limits

Ask Reports has deliberate limits:

  • It is available to owners and managers only.
  • It does not dump raw customer or appointment rows.
  • It blocks questions that try to reveal prompts, bypass controls, or expose customer data.
  • It asks for clarification when the question is too broad.
  • It stops after five turns in a session.

FAQ

Who can use Ask Reports?

Owners and managers can use Ask Reports from the Reports hub and Operating Briefing. Team members do not have access to venue-wide Reports.

Does Ask Reports work on FREE?

Report matching works on all plans. PRO venues may also receive AI-written answers when Sparks are available.

Can Ask Reports show raw customer or appointment rows?

No. Ask Reports recommends the right source report and points to evidence. Open the source report and use its export controls where available.

How many follow-up questions can I ask?

Ask Reports allows up to five turns in one session.

Related Articles

  • Reports Hub
  • Business Reports & Analytics
  • Hourly Performance Report
  • Intelligence Chat
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