The Custom Reporting Agent helps you create reports using natural-language prompts instead of building each report manually. You can describe the metrics, dimensions, and filters you need, review the generated report, refine it, and add it to a dashboard.
Access the Custom Reporting Agent
Go to Reports in the left navigation.
Click the + icon next to Reports.
The Custom Reporting Agent opens, where you can create custom reports using the AI Copilot or select a report template from the library.
Create a custom report with AI
There are two ways to create a report:
Create with AI — describe the report in natural language and let the agent build it.
Select from the library — choose a pre-built report template and customize it.
Write a prompt
For example: Show total reviews by location for the last 3 months as a bar chart.
Every report needs a metric and a View by dimension. In your prompt, specify the time range and chart type when relevant.
Select metrics and View by dimensions
A metric is the data you want to measure, while View by determines how you want to group or break down that metric, such as by Location, Employee, or Source. The Reporting Agent lets you select these fields directly from the Fields pop-up instead of entering their names manually.
In the prompt composer, click @ or type @ in the prompt composer to open the Fields pop-up.
Under the Metrics tab, select the product category and choose the metric you want to report on. For example, select Review and then Review Response Rate Percent. Click Apply.
Next, open the View by tab and select how you want to group the metric. For example, select Location.
The selected metric and dimension are added to the prompt composer as fields. In this example, the composer uses Review Response Rate Percent and Location for the report.
Click the Send icon to generate the report.
This approach helps ensure that the report uses the exact metric and dimension available in Birdeye rather than relying on the agent to interpret their names from plain-language text.
Apply filters
Use filters to narrow the data included in your report. In the prompt composer, click the filter icon or type / to open the Filters pop-up.
For example, you can ask:
Show total reviews by location for the last 3 months, only for Lush Landscaping Centreville and Lush Landscaping Corporate.
In Filters, select the appropriate filter category, choose the values you want to include, and click Apply.
This lets you narrow an otherwise broad report to the specific locations, sources, scores, channels, or surveys relevant to your analysis.
Refine the report
After the report is generated, you can continue in the same chat thread to refine it instead of creating a new report. The Reporting Agent keeps the generated report attached to the conversation, so follow-up requests can modify the existing report.
For example, you can ask:
Convert this chart to a table.
Show this report in a vertical bar chart.
Add a filter for Google reviews only.
Only show the last 60 days.
Type your request in the prompt composer and click the Send icon.
The updated report is generated in the same report canvas.
Manage the report
Hover over the report to access the available report-level actions:
Add to dashboard — Add the report to a dashboard.
Edit report — Reopen the report for editing.
Delete report — Delete the report.
Write effective prompts
A well-structured prompt helps the Reporting Agent understand exactly what report you want. For best results, clearly specify the metric, View by dimension, and time range, and include a chart type or filter when needed.
Do
Name the metric explicitly. Use the exact metric name, or type @ and select it from the Fields pop-up.
Specify the View by dimension. For example, say by location, by day, or grouped by survey.
Specify the time range. For example, last 90 days, June 2026, or this calendar year.
Specify the chart type when you have a preference, such as table, bar chart, or line chart.
Use exact names for filtered entities, such as survey names or divisions.
Keep follow-up requests in the same chat thread so the agent can modify the existing report.
Start simple and refine. For a complex report, build it step by step instead of putting every requirement into one prompt. Add one metric, filter, dimension, or formatting change at a time.
Don't
Don't combine unrelated metrics into one chart or tile. Create separate reports or add the additional metric after the first report is generated.
Don't describe a capability instead of requesting a report. For example, asking to “filter the data by time frame” does not create a report; create the report first and then apply the filter.
Don't start with an unclear reference such as “this” or “it.” Your first prompt should clearly identify the metric or report you want.
Don't use unsupported custom hierarchy attributes as filters. Use the supported filter categories available in the Filters pop-up.
Prompt examples
Trend over time
@metric:Contacts:Contacts Added@ by day, for the last 90 days
Compare locations
Show total reviews by location as a bar chart
Break down by two dimensions
@metric:Contacts:Contacts Added@ broken out by day, for the last 90 days, broken out by CRM name
Filter to a specific survey
Create a report for survey sent, survey opened, and survey completed in June 2026 for the survey name - "Post Transaction"
Report by location hierarchy
Show reviews and rating by brand for the last 12 months
Refine an existing report
Convert this chart to a table.
Show this report in a vertical bar chart.