The report builder is a text box.
Ask for leads by owner this month. Get the chart and the table in seconds. Pin it and it becomes a live card on your dashboard. That is the whole workflow.
From question to permanent report in three moves.
Type the report the way you would say it out loud. Leads by owner this month.
Switch the result between a chart and the rows behind it without asking again.
Pin the answer and it becomes a live card that refreshes with your data.
No field pickers, no joins, no waiting on whoever knows the report tool.
An empty dashboard is a prompt.
A new board opens with suggested questions: leads by owner, which invoices are overdue and by how much, completed jobs by crew. Answer them once and the board assembles itself. There is a Build a dashboard button, not a template gallery.
When you need the numbers to leave the app.
The bonus report exports per-employee CSV for payroll date ranges, and boards are shareable inside the workspace by role. That is the honest scope: file exports where a system needs a file, shared boards for everything else.
Reporting without the report tool.
- Do I need to know SQL or the schema?
- No. Ask in plain English and Meni checks your workspace data itself. You never touch a field picker or a join.
- Do pinned reports go stale?
- No. A pinned report re-runs on the live data every time the board loads, so the card is never a frozen screenshot.
- What does it cost to run?
- Asking Meni is metered in tokens at one cent each. Viewing a pinned board is a business tool and is never metered.
Cards live on the executive board, payroll-ready exports leave the app, and Meni can turn a question into a plan.
Ask for a report on your own data
Thirty minutes with someone who ran crews. Bring the report you rebuild by hand every week and watch it become a card.
Select a time to continue