Using reusable report prompts

Reusable report prompts are available in Claude only. They aren't available in Microsoft Copilot.

The reusable report prompts are available directly from the chat interface. 

Click the + button at the bottom-left of the chat and select Add from Ometria Deep Insights:

Choose a report from the list, e.g. Campaign Performance Report.

The Enter prompt inputs pop-up displays.

Enter the required information (usually your account ID and date range), and click Add prompt:

Claude runs the report against your data, generating a dashboard with charts, tables, and commentary.

These prompts are designed to be re-used.

You can run the same report manually by selecting it again and entering new dates.