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How To Create Custom Reports with AI

Use our Custom Reports feature to easily unlocked advanced insights into your popup and site performance

Cory Gill avatar
Written by Cory Gill
Updated over 2 weeks ago

Custom Reports take analytics beyond standard dashboards β€” giving you the ability to build charts and tables for any metric, filter, or audience segment using AI.

Instead of manually piecing together data, simply describe what you want to see, and Alia will generate a visual report instantly.

Whether you're analyzing performance one time or tracking trends over time, Custom Reports help you focus on the metrics that matter most.


Why Custom Reports Matter

With Custom Reports, you can:

  • Generate charts in seconds using AI

  • Analyze performance across any filter dimension

  • Export raw data directly to Excel

  • Monitor trends over time

  • Build reports tailored to your business goals

πŸ‘‰ No more workarounds. No more rigid dashboards.

Just ask and your report is created.


How to Create a Custom Report

  1. Navigate to Analytics β†’ Custom Reports inside Alia.

  2. Click Create Report.

  3. Use the AI prompt to describe the data you want to analyze.

Example prompt:
​"Show email submit rate over the last 30 days by UTM source."

Alia will automatically generate:

βœ… A relevant chart
βœ… A supporting data table
βœ… Export-ready dataset


Choose Your Chart Type

Customize how your data is visualized depending on the story you want it to tell.

Available chart formats include:

  • Funnel charts β€” visualize conversion steps

  • Line charts β€” track performance trends

  • Multi-line charts β€” compare segments over time

  • Bar charts β€” evaluate category performance

  • Pie charts β€” understand distribution

Switch between chart types at any time to uncover new insights.


Build Tables Around Any Dataset

Every report includes a fully customizable table that can be exported for deeper analysis.

Your table can:

  • Cover any time range

  • Use any filter combination

  • Display the exact metrics you request

  • Support ongoing reporting or one-time analysis

πŸ‘‰ This eliminates the need to manually compile datasets outside of Alia.


Mix Metrics to Build the Report You Actually Want

Charts and tables don’t need to mirror each other.

You can configure each component independently β€” allowing you to create reports tailored specifically to your workflow.

Example:

  • Chart β†’ Email submit rate by device

  • Table β†’ Submit rate, purchase rate, and attributed revenue by UTM campaign

This flexibility makes Custom Reports powerful for both high-level strategy and granular optimization.


Example Use Cases

Identify Your Highest-Converting Traffic Sources

Ask AI to generate a report showing submit rate by UTM source, then export the data to guide paid spend decisions.

Understand Downstream Revenue Drivers

Create a pie chart showing attributed revenue by ordered product after signup.

Monitor Performance Trends

Use a multi-line chart to compare mobile vs. desktop conversion rates over time.

Analyze Quiz Impact

Break down purchase rate by survey response to see which customer intents drive the most value.


Benefits of AI-Powered Reporting

Move at the Speed of a Question

No dashboards to configure β€” just describe what you want to see.

Reduce Analytical Overhead

Spend less time pulling data and more time acting on it.

Surface Insights Faster

Quickly identify opportunities, risks, and growth levers.

Make Data Accessible Across Teams

Custom Reports empower marketing, lifecycle, and ecommerce teams to self-serve the analytics they need.


Pro Tip ⭐

Use our pre-made reports as a starting point to uncover opportunities for popup and site improvements.

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