Reportbook

A Reportbook is a centralized collection of reports, dashboards, and data visualizations organized into a single, shareable resource within a business intelligence platform. It functions as a curated container that brings together related analytics content, making it easier for teams to access, distribute, and consume insights in a structured format. Rather than searching through scattered reports or multiple dashboards, users can find all relevant information compiled in one location.

Reportbooks typically allow for customization and scheduling, so stakeholders can receive regular updates without manually pulling data. They serve as a bridge between data analysis and decision-making, presenting complex information in a digestible, organized manner that supports consistent reporting practices across an organization.

In modern business intelligence environments, organizations generate countless reports and dashboards across different departments and use cases. Without proper organization, valuable insights become difficult to locate and share effectively. Reportbooks address this challenge by creating structured pathways to critical information, making analytics more accessible to non-technical users who need data to inform their decisions.

For teams managing regular reporting cycles—such as monthly performance reviews or quarterly business updates—Reportbooks streamline the distribution process. They reduce the time spent compiling information from multiple sources and create consistency in how data is presented to leadership and stakeholders, ultimately supporting faster, more informed decision-making across the organization.

1. Content curation: Users select relevant reports, dashboards, and visualizations from their business intelligence platform and add them to a Reportbook collection.

2. Organization and sequencing: The selected content is arranged in a logical order that tells a coherent story or addresses specific business questions.

3. Access configuration: Permissions are set to determine which users or groups can view, edit, or share the Reportbook.

4. Distribution setup: Automated schedules are configured to deliver the Reportbook to stakeholders at specified intervals via email or platform notifications.

5. Consumption and action: Recipients access the Reportbook, review the compiled insights, and make data-driven decisions based on the presented information.

• Sales performance tracking: A sales director creates a monthly Reportbook containing regional sales dashboards, pipeline reports, and conversion rate analyses. The Reportbook is automatically sent to the executive team on the first business day of each month, providing a comprehensive view of sales performance without requiring manual compilation.

• Marketing campaign analysis: A marketing team assembles a Reportbook featuring campaign performance metrics, customer engagement data, and ROI calculations. This collection is shared with stakeholders after each major campaign launch, creating a consistent framework for evaluating marketing effectiveness across different initiatives.

• Financial reporting: A finance department builds a quarterly Reportbook that includes income statements, cash flow analyses, and budget variance reports. The structured format allows executives to quickly review financial health and identify areas requiring attention during board meetings.

• Centralizes related analytics content in one accessible location, reducing time spent searching for information across multiple systems.

• Creates consistency in reporting practices by establishing standardized formats for recurring business reviews.

• Simplifies distribution of insights to stakeholders through automated scheduling and sharing capabilities.

• Improves collaboration by providing a common reference point for teams discussing data-driven decisions.

• Reduces manual effort in compiling reports from various sources for regular business updates.

• Supports better governance by controlling access to sensitive information through permission settings.

ThoughtSpot recognizes that organizing and distributing analytics content efficiently is critical for scaling data-driven cultures. Modern business intelligence platforms should make it simple to curate meaningful collections of insights and share them with the right people at the right time. With features like Spotter, your AI agent, users can quickly identify which reports and visualizations matter most for specific business questions, making the process of building comprehensive Reportbooks more intuitive and aligned with actual business needs.

1. Dashboard

2. Visualization

3. Answer

4. Liveboard

5. Search

6. Worksheet

7. Data Source

Reportbooks provide a structured approach to organizing and distributing business intelligence content, making it easier for organizations to maintain consistent reporting practices and deliver insights to decision-makers efficiently.