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What Are Reports?

Reports are collections of widgets that give you a structured view of your CRM data. Unlike the live dashboard (which is personal and pinned to your home screen), reports are named, saved documents that you can revisit, share with your team, or send to stakeholders. Access reports from AI → Reports or CRM → Reports in the sidebar.

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Creating a Report

Click New Report and give it a title and optional description. You start with an empty report canvas and can add as many widgets as you need.

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Widget Types

Each widget you add to a report displays a specific view of your data:
Widget TypeDescription
AI ChartA chart generated by asking Parsa AI a natural language question (bar, line, pie, etc.)
PipelineA visual snapshot of your opportunity pipeline by stage — value and deal count
ListA filtered table of CRM records (contacts, leads, opportunities, tasks, etc.)
MetricA single key number with optional trend comparison (e.g., total deals closed this month vs. last month)

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Adding Widgets to a Report

1

Open the report

Go to Reports and open an existing report, or create a new one.
2

Click Add Widget

Click + Add Widget in the report canvas.
3

Choose the widget type

Select from AI Chart, Pipeline, List, or Metric.
4

Configure the widget

Each widget type has its own configuration:
  • AI Chart — Enter a natural language question and Parsa AI generates the chart.
  • Pipeline — Select which pipeline or stage range to display.
  • List — Choose the entity type (contacts, leads, etc.) and apply filters.
  • Metric — Select the metric and the comparison period.
5

Save the widget

Click Add to Report. The widget is added to the canvas. Drag to reposition it.

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Saving AI Analytics to Reports

When you run a query in AI → Analytics, you can save the resulting chart directly to any report:
  1. After running the query and seeing the result, click Save to Reports.
  2. Choose an existing report or click Create New Report.
  3. The chart is added as an AI Chart widget to the selected report.
This is the fastest way to build a report — run several analytics queries and save each result to the same report.

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Public Report Sharing

You can share a report with people outside your workspace — for example, a client or an executive who doesn’t have a ParsaLink account. To share a report publicly:
  1. Open the report.
  2. Click Share → Create Public Link.
  3. Copy the generated URL and send it to the recipient.
The public link shows a read-only, non-interactive version of the report. Viewers can see all widgets but cannot edit the report or access any other part of your workspace. To revoke a public link:
  1. Open the report.
  2. Click Share → Revoke Public Link.
The link is immediately disabled.
Public report links are accessible by anyone with the URL — no login required. Only share reports publicly when you’re comfortable with the data they contain being visible externally.

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Downloading Reports as PDF

To download a report as a PDF:
  1. Open the report.
  2. Click Export → Download PDF.
  3. ParsaLink renders all widgets into a formatted PDF document and downloads it to your device.
PDF exports are useful for sharing reports in email or including them in presentations.

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Emailing Reports

You can email a report directly from ParsaLink to one or more recipients:
  1. Open the report.
  2. Click Export → Email Report.
  3. Enter the recipient email addresses.
  4. Add an optional message.
  5. Click Send.
The recipient receives an email with the report rendered inline as HTML, plus a PDF attachment. Recipients do not need a ParsaLink account to view the emailed report.
Use email report delivery to send weekly or monthly summaries to stakeholders — for example, a pipeline report to your leadership team every Monday morning.