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Reports are documents Superhawk produces from your account data, for an audience that is not going to log in: an executive summary for your leadership, a QBR pack for a customer, a portfolio review for a board. You describe what you want in plain language and Superhawk writes it from the evidence.

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Generating a report

1

Open Reports

Go to Reports.
2

Describe what you want

Write it as you would ask a colleague. “A QBR for Acme covering the last quarter: adoption, open risks, and what we are recommending for next quarter.” Naming the audience, the accounts, and the period gets you a far better first draft than a one-word prompt.
3

Generate

Click Generate report. Superhawk gathers the evidence and writes the document. This takes a few minutes for anything substantial.
4

Review it

Read it before it goes anywhere. It is a draft built from evidence, and you are the editor. Check any number you are going to put in front of a customer.

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Report status

Each report shows where it is: pending, running, completed, failed, or cancelled. You can leave the page while one runs.

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Recurring reports

A report you need every month is worth scheduling rather than remembering. Use Schedule a recurring report to have it generated on a cadence, so the draft is waiting when you need it.

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Writing a good prompt

Name the audience. A report for your VP and one for the customer’s CFO contain different things and say them differently. Name the period. “Last quarter” is unambiguous. “Recently” is not. Name the accounts. One account, a segment, a renewal window, or the whole portfolio. Say what the report is for. “To decide whether to escalate” produces a different and better document from “an overview”.
Ask for less than you think you want. A four-page report that makes one argument gets read. A twenty-page report that covers everything gets skimmed, and the thing you needed the reader to see is on page eleven.

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Where else documents come from

  • Briefs — meeting prep, generated automatically before calls
  • Newsletter — a periodic portfolio digest
  • Account tabs — the Hawkeye View and Key Outcomes live on the account rather than as separate reports
If you are looking for the old Trial Analysis Report, it is now the tabs on a trial account. See Trial Accounts.
  • Accounts
  • Chat — for a quick answer rather than a document