Reports
Generate and share feedback reports that keep stakeholders informed.
Overview
Reports turn your raw feedback data into structured, shareable summaries. Whether you need a quick weekly digest for your product team or an executive summary for leadership, IdeaLift generates reports that communicate the state of user feedback clearly and concisely.
Access reports from Insights > Reports in the main navigation.
Report Types
Weekly Digest
An automated summary of the past week's feedback activity. Includes new ideas captured, decisions made, top clusters, and decay status.
Delivered every Monday. Customizable delivery day.
Custom Report
Build a report from scratch. Select a date range, filter by source or category, and choose which sections to include (volume metrics, top ideas, cluster summaries, decision log).
Available on demand. No scheduling required.
Executive Summary
A high-level, AI-generated brief designed for leadership. Focuses on strategic themes, revenue-weighted priorities, and progress against the roadmap. Minimal detail, maximum signal.
Generated monthly or on demand.
Creating a Report
- Navigate to Insights > Reports and click New Report
- Choose a report type (Weekly Digest, Custom, or Executive Summary)
- For custom reports: set the date range and apply any filters (source, category, status)
- Select which sections to include in the report
- Click Generate — the report is produced in seconds
- Review the preview, make edits if needed, then save or share
Scheduling Reports
Set reports to generate and deliver automatically on a schedule:
| Frequency | Best For | Delivery |
|---|---|---|
| Weekly | Product teams, sprint reviews | Email + dashboard notification |
| Biweekly | Cross-functional updates | Email + dashboard notification |
| Monthly | Executive briefings, board updates | Email + dashboard notification |
Configure schedules under Insights > Reports > Scheduled. Each schedule can have its own recipient list.
Sharing Reports
Reports can be shared in several ways:
- •Email — Send directly to team members or external stakeholders by email address
- •Shareable link — Generate a read-only link that anyone with the URL can view (no login required)
- •PDF export — Download a formatted PDF for presentations or archives
- •Slack / Discord — Post report summaries directly to a channel
Shareable links can be revoked at any time from the report's settings panel.
Growth plan and above
Reports are available on the Growth plan and above. Weekly Digest is included on all paid plans. See pricing for details.