---
title: Reports in chat | Lightfield
description: Get a one-off report from the agent in chat, have an automation send a report on a schedule, and export your data to a BI tool.
---

You don’t need a dashboard for a quick answer. The agent can run a report over your CRM data in chat, an automation can deliver a report on a schedule, and you can export your data to analyze it in a BI tool. For saved reports that stay current, see [Dashboards](/help/dashboards/index.md).

## Who can use it

One-off reports in chat and exports are on every plan, and members don’t need to be admins to use them. Scheduled reports need automations, which are on the Pro, Growth and Enterprise plans, and only owners and admins build automations.

Earlier plans can differ. [Check your workspace’s available features](/help/missing-feature/index.md).

## Get a one-off report

1. Open a chat.

2. Ask your question, for example:

   - “Give me a summary of my pipeline this week: what moved, what’s at risk, what closed.”
   - “Show me every deal closing this month, sorted by value.”
   - “Which owner has the most open deals in each stage?”

The agent shows the result in chat as a table, chart or visual report. Download it, or ask for changes such as “Split this by pipeline.”

A chat report is a snapshot of when you asked. If you’ll check the same numbers every week, ask an admin to put them on a dashboard, which stays current.

## Get a report on a schedule

This needs a plan with automations and an owner or admin to build one. For a report you need only once, use chat instead.

1. Ask Lightfield in chat to build an automation with a scheduled trigger: daily, weekly, monthly or custom.
2. Say where the result goes: posted to Slack or sent by email. For example: “Every Monday at 8am, send me a summary of deals that moved stage last week.”

Follow [Build an automation](/help/automations/build-an-automation/index.md) to review permissions, configure the sender or Slack connection, and test with real data. Check the first report reaches its intended destination before activating the schedule. Email drafts require review unless you explicitly grant automatic sending.

## Export to a BI tool

To use your data in Looker, Metabase, Looker Studio or another BI tool, export it as a file:

1. Open a table view, such as **Accounts** or **Opportunities**, and filter it to the records you need.
2. Click **Import / Export** (or **Export**).
3. Choose **Export view as CSV**, **Export view as Excel (XLSX)** or **Export view as JSON**.

You can also ask the agent in chat for a CSV of the data you need. For a live connection, have a developer follow [List methods](/using-the-api/list-endpoints/index.md) to retrieve records for the BI tool. See [Tables, views and exports](/help/getting-started/tables-views-and-exports/index.md).

## Common questions

**Can I get a report sent to me every week?** Yes, on a plan that includes automations: Pro, Growth and Enterprise. Ask an owner or admin to build and test a scheduled automation. On Starter, ask for the report in chat each time you need it.

**Do chat reports update on their own?** No. A chat report shows your data as of when you asked. Ask again, or use a dashboard for numbers that stay current.

**Can I connect Lightfield to my BI tool directly?** There is no built-in BI connector. Export a file, or have a developer build a connection with the Lightfield API.

**Do I need to be an admin to get a chat report?** No. Any member can ask the agent for a one-off report. Only scheduled reports need an admin, because they run as automations.