Build Custom Reports with Ask careCycle

Ask your first question

You can open Ask careCycle from three places:

• The Ask careCycle search bar at the top of any page.
• Cmd+K on a Mac, or Ctrl+K on Windows.
• The Ask bar at the bottom of your Dashboard ("Ask careCycle about your numbers...").

Type your question and press Enter. Shift+Enter adds a new line if you want to ask something longer. If you're not sure where to start, pick one of the Suggested questions, or one of the quick-question chips above the Ask bar on your Dashboard (those are tailored to what's going on in your account).

The answer comes back as a short summary, a table of the numbers behind it, and a chart when a picture helps. Ask can show up to four charts in one answer, side by side when it's comparing things.

Keep the conversation going

Ask remembers the conversation, so follow-ups are short:

Contact rate by campaign over the last 7 days

Now split that by lead source

Just the inbound calls

A few handy controls:

• Full screen (bottom of the dialog) gives you more room and adds a Saved charts tab.
• History brings back earlier conversations. Recent ones also show up under Recent when you open Ask.
• The small buttons under an answer copy it or regenerate it.

Pin the answer to your dashboard

When an answer comes back as a chart you want to keep, hover over it and click the pin (Add to dashboard). You'll see "Added to your dashboard," with a Go to dashboard shortcut if you're somewhere else in the app.

Pinned charts land on your own layout. A single number takes one column, and other charts take two. They start out private: only you see them until you share them (more on that below).

Or create a chart from the metrics library

You can also start from your Dashboard. Click Add metrics, then Create your own, and describe what you want. Or type in Search metrics, and if nothing matches, click Create "[your search]" with Ask careCycle.

This route gives you a preview before anything is added. You can refine it in the chat ("split by carrier"), pick a width (1 column, 2 columns, or Full width), give it a name, and check Share with your team so other admins can add it from the library. Then click Add to dashboard.

Shape your layout

Now make Home yours. Click Customize (on a computer) to drag widgets around, change their width, stack two single-number widgets into one spot, or remove what you don't use. Click Save and finish when you're done.

Mix the charts you built with ready-made metrics from Add metrics, like Contact Rate, Appointments Booked, Calls by Campaign, or Policies by status. The full walkthrough is in The Dashboard.

Slice it with dates and filters

The toolbar's date button picks the period for every widget that follows dates: presets from Today to Last month, a typed range like "since Jan 1", or Custom range... (90 days max). Filter narrows things by Campaign, Source, Agent, or Carrier.

Two things to know:

• Your pinned Ask charts don't follow the toolbar. They stick to whatever you asked for. If you asked for "last 90 days," that's what they show, whatever dates you pick up top.
• Dates and filters reset when you reload. Your layout is what's saved, so build the layout around the questions you ask every day, and use the toolbar for quick one-off looks.

Share what works

Once your layout is in good shape, you can make it the starting point for your other admins. Click the layout button on the left of the toolbar (it says Your layout) and pick Save for all admins. Admins who haven't saved their own layout will see yours. Anyone who already has their own keeps it.

Heads up: if your layout includes private Ask charts, saving it for all admins makes them visible to your organization. To share a single chart instead, open Add metrics, go to Created by your team, and click Share with team on it.