AI agents · Reporting
Stop waiting for someone else to run the numbers
How many applications are still unassigned? Did the fund actually get spent? Which form is everyone abandoning? These are one-sentence questions that somehow take a week — a ticket, an analyst, an afternoon in a spreadsheet.
Illustration of a Phoenix Copilot conversation.
I found 184 unassigned applications across 6 active programs. I drafted a report grouped by program for you to review.
| Program | Open |
|---|---|
| STEM Advancement | 72 |
| Future Leaders | 48 |
| Community Grants | 31 |
Draft report readyConfirm to save
Ask Phoenix Copilot…
Phoenix Copilot can make mistakes. Verify important information.
Describe the report. Get the report.
Say what you need to know the way you would say it to a colleague — which forms people abandon, how last cycle compared to this one, where the unassigned applications are sitting. It works out what to pull, analyses the whole set rather than a sample, and builds the report out of what it found.
Then keep going. Ask what changed, ask it to compare one program with the rest, or ask it to break the number down another way. Every figure is pulled from your live data, so you can check it rather than take its word.
Or build it once and keep it
Choose the columns you care about, filter to the cases that matter, name it and save it. No developer, no ticket, and the next time the board asks it is already there.
Report on one program, or across every program your organization runs.
The answer should not stop at a table
Any report turns into a chart — bar, line, pie or doughnut — and it draws from every row the report returns, not the twenty-five on screen. Or pivot it, if what you need is the shape rather than the picture.
When it needs to leave the building, take the filtered view as CSV or the whole thing as Excel. Power BI embeds directly if your team already lives there and brings its own workspace.
And when you do not know how
Help arrives where you are, about what you are doing, rather than in a separate site you have to go and search. Ask Copilot how to do something and it answers from the documentation and shows you the article it used.
Most of what a new administrator needs to learn, they can now ask.
It does the work, you keep the call
Building the report is only the start. Ask Copilot to refine the filters, group the results another way, or save the report for later. For supported administrative actions, it shows you the result before anything changes.
It works inside your organization's data as the administrator signed in, and applicants and reviewers do not have it at all.