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Reporting

CorpusIQ provides reporting capabilities through natural language queries. Generate summaries, comparisons, and trend analyses across all connected data sources.

Report Types

Instant Reports

Ask a question, get an answer immediately. No configuration needed.

  • "What's our P&L for last month?"
  • "Show me revenue by product category"
  • "Which customers spent the most this quarter?"

Comparative Reports

Compare metrics across time periods or sources.

  • "Compare Q1 vs Q2 revenue"
  • "Stripe revenue vs Shopify orders this month"
  • "This month vs same month last year"

Trend Reports

Track metrics over time to identify patterns.

  • "How has MRR trended over 6 months?"
  • "Show customer acquisition trend by channel"
  • "Revenue growth rate month over month"

Export Options

  • Copy results to clipboard
  • Export as CSV
  • Share results via link
  • Save frequent queries

Scheduling

Coming soon: Schedule recurring reports delivered to email or Slack.

MSR Governance

For official financial reporting, see MSR Governance. CorpusIQ surfaces operational data. MSR is the authoritative source for financial metrics and board reporting.

Best Practices

  • Use specific date ranges for consistent comparisons
  • Cross-reference with MSR for financial reports
  • Save frequently used queries
  • Export important findings for record keeping

Frequently Asked Questions

Q: What types of reports can I generate with CorpusIQ?
A: Instant reports (ask and get answers immediately), comparative reports (Q1 vs Q2, Stripe vs Shopify), and trend reports (MRR over 6 months, customer acquisition by channel). No configuration needed — just ask in natural language.

Q: Can I export CorpusIQ reports?
A: Yes. Copy results to clipboard, export as CSV, share via link, or save frequent queries. Scheduled recurring reports delivered to email or Slack are coming soon.

Q: What is MSR governance and how does it relate to reporting?
A: MSR (Management System of Record) is the authoritative source for official financial metrics and board reporting. CorpusIQ surfaces operational data for exploration and analysis; MSR validates and governs data for official reporting.

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