Staircase AI Reports Overview
This article offers a video-based high-level overview of the Reports section in Staircase AI, showcasing the 17 built-in reports and covering how to edit, save, share, and schedule them—highlighting use cases like churn analysis and account overview.
This video provides a high-level overview of the Staircase Reports section, highlighting the 17 out-of-the-box reports available. Learn how to edit, save, and share these reports, as well as the option to schedule them for email delivery. We'll cover the primary use cases for key reports like the churn analysis and account overview reports. Please take a look and consider starting with the out-of-the-box reports before creating custom ones.