Reports

Reports that think with you

Modern reporting built for how teams work in 2026. Explore your business with shared dimensions, AI insights, drill-downs, filters, and fast cached views that stay consistent across every team.

HOW IT WORKS

Explore the reporting experience

Shared metrics, AI insights, and fast exploration — all in one reporting layer.

A reporting experience people actually want to use

Reports should feel fast, polished, and easy to explore. Polyform gives teams a modern interface with clean layouts, smart defaults, interactive visuals, and workflows designed for how business users actually ask questions.

One set of dimensions across every report

Stop redefining region, segment, lifecycle stage, campaign, or customer type in every dashboard. Polyform uses shared dimensions so every report speaks the same business language.

AI that that updates with the dashboard

Dashboards update live as AI processes your data and surfaces insights, guiding you to what matters.

Go from metric to detail in seconds

Users can filter, explore, slice, drill into records, and understand the underlying data without asking the data team for every follow-up question.

More than reporting

Everything around the report — from embedding and exports to customization and performance at scale.

Reports anywhere

Embed trusted reports inside customer portals, internal tools, or executive workflows.

Executive-ready exports

Generate clean PDFs for leadership, customers, and recurring business reviews.

Action built into Reports

Reports can embed workflow triggers to build intelligent actions

Fast by default

Polyform keeps reports fast with intelligent caching and query-aware refreshes.