How it works
A report analyzes a saved view on a schedule, so the numbers are consistent from week to week.
01
Reports Linked to Dashboards
Pick a saved dashboard and a cadence, and Rize runs an AI analysis of exactly that view. Because the view is already saved, every run covers the same data — the insights stay consistent week to week instead of depending on how the question was phrased.
02
Templates to Start From
Start from a template like weekly team overview or client profitability, customize the prompt, choose the scope — yourself, a team, or the whole workspace — then run it once or on a schedule.
03
Scheduled Runs
Dashboard reports default to weekdays at 8 PM, and each run can cover the dashboard's own range. The weekly burn review, the Monday capacity check, and the month-end margin readout happen whether or not anyone remembers to open the report.
04
A Page per Report, a Run per Row
Every report has its own page. The list shows what each report runs for, its schedule, format, linked dashboard, and last and next run. Inside a report, runs are listed down the left and the selected run's analysis — summary and insight cards — is in the middle.
05
Chat with Any Run
Click Chat on any report or on an individual run to ask follow-up questions from that exact output. The agent reads the saved view instead of rebuilding it, so the analysis is faster and more accurate.
06
Dashboards in the Rize MCP
Every dashboard is available through the Rize MCP, so Claude, ChatGPT, or Cursor can read a saved view. Reports linked to dashboards run on the same saved views.
The numbers
What changes when the report writes itself on a schedule.
8 PM
Default weekday schedule for dashboard reports
1 view
Per run — the saved dashboard, every time
0
Spreadsheet exports between tracked time and the report
Every run
Kept on the report's page for comparison
How teams run scheduled analysis
Three worked examples, from an agency's Monday burn review to a firm's month-end margin check.
Agency weekly burn review
Resourcing manager, 25-person agency on retainers
Every Monday she rebuilds the same burn view in a spreadsheet from timesheet exports — and it only works if people did their timesheets, so some weeks the report just doesn't happen.
With Rize: The clients-by-week view is saved as a dashboard with the report linked. The analysis lands on a schedule, each run is kept on the report page, and an over-burning client shows up in week two.
Accounting partner's month-end margin check
Managing partner, value-priced CPA firm
The firm prices on flat monthly fees, so nobody knows which engagements are underwater until the partner pulls hours by hand — which he does maybe twice a year.
With Rize: A client profitability report runs monthly against the client dashboard. Hours and margin by client arrive without an export, and repricing conversations start from the same numbers.
Ops lead's capacity readout
Director of ops, in-house client services team
Leadership asks for utilization numbers at the quarterly business review, and assembling them takes a week of Slack pings and stale spreadsheets.
With Rize: The capacity dashboard runs a scheduled analysis each week. The readout for the quarter is a scroll through past runs, not a new project.