Are reports pre-built or do I start from a blank page?

Connect ships with ecommerce report templates for P&L, inventory, and sales. You filter by store and date; Design Canvas is there when you need a custom layout.

Can finance and ops share the same report?

Yes. Both teams read from the same pipeline tables, so channel P&L and warehouse stock do not drift apart.

Do reports update automatically?

Reports refresh with the pipeline. When new orders and stock movements land, the numbers move with them.

Can I export a report?

Yes. Use live views in Connect for daily work, and export when you need a snapshot for partners or close.

DATAVERSES CONNECT

Report

Ready-to-use ecommerce reports for P&L, inventory, and sales performance. Share live numbers with operators and finance — no more exporting to Excel overnight.

Features

A living report with Astra inside — ask, write, chart, and share without leaving the document.

Block editor

Powerful report editor

Compose with blocks — slash in an agent, SQL, charts, tables, code, and Mermaid in one Notion-style document.

/agent
/sql
/chart
/table
/code
/mermaid

Report narrative with a highlighted priority recommendation and action checklist

Interactive data tables

Typed columns, filters, and a one-click switch to a chart.

Data table showing cancellation rate by product category

Chart visualizations

Bar, line, and more — tuned in settings, sitting next to the story.

Bar chart of cancellation rate by product category

SQL blocks

Write and run queries in the report. Switch the same block to a table or a chart.

SQL block querying revenue distribution by payment method

Agent blocks

Attach a dataset and prompt Astra in plain language — analysis runs in place and writes back into the report.

AI agent block with a selected dataset and a natural-language prompt

Code blocks

Markdown, syntax-highlighted SQL, and narrative blocks that stay with the data underneath.

Markdown editor view of an executive summary and metrics table

Mermaid diagrams

Author a flowchart in Mermaid and see it render live under the code.

Mermaid block with source and rendered Q1 analysis workflow

Meet Astra AI Agent

Ask once. The report writes back.

Astra lives in the document. Chat, follow up, and inject findings into the same report — no side tool, no copy-paste.

1AskAsk in the reportPrompt Astra against the tables already attached to this document.
2WriteResults land in the docFindings, numbers, and why it matters — written into the report.
3Follow-upSuggested next movesAfter every answer, Astra proposes the chart, split, or deeper cut.

Comments

Comment on the numbers

Tag colleagues on any block. Open and resolved threads stay with the report — the discussion does not drift into a side chat.

Comment bubble anchored to a recommendation block inside the report

Collapsed comments panel showing the thread for a report block

Sharing

Share the live report

Invite viewers, set roles, and copy a link. Stakeholders open the live document — not a stale file from last night's export.

Viewer
Editor
Copy link

Share report dialog with people, roles, and copy link

Frequently Asked Questions

Reporting in Dataverses Connect.

Connect ships with ecommerce report templates for P&L, inventory, and sales. You filter by store and date; Design Canvas is there when you need a custom layout.
Yes. Both teams read from the same pipeline tables, so channel P&L and warehouse stock do not drift apart.
Reports refresh with the pipeline. When new orders and stock movements land, the numbers move with them.
Yes. Use live views in Connect for daily work, and export when you need a snapshot for partners or close.

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