We're updating help docs to reflect our new product naming. Gladly Sidekick (AI) is now called just Gladly, and Gladly Hero (the Platform) is now Gladly Team. Some articles may display outdated names while we update everything. Thank you for your patience! Learn more

Why don’t I have the ‘Create a Report’ option?

Prev Next

You must have an Analyst role to access Insight Builder to create reports. Administrators and Team Managers can view reports saved in the Shared category.

Insight Builder is an add-on feature. Contact Gladly Support or your Customer Success Manager for more information about obtaining access to Insight Builder.