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Use Insights to explore performance in saved, interactive reports. Each new report is an artifact you can customize, copy, and share. Open Insights from All apps in the sidebar, or search with Cmd+K (Ctrl+K on Windows).

Your home screen

The Performance overview shows revenue, conversion rate, sessions, page views, and average order value for your Replo sites, with a daily trend. Use its date picker and Refresh to explore recent performance. These controls apply to the overview; each saved report keeps its own date and filter settings. Insights shows the artifacts tagged insights that you can access. Other tags group related reports: add roi to keep an internal ROI report and its client version together. Reports with several topic tags appear in each group; reports with only insights appear under Untagged. Tags organize reports without changing access. Choose All to browse every report, or By tag to see a deck for each tag. Each deck shows up to three report cards stacked backward. Click the deck, or focus it and press Enter or Space, to fan out every report in the group and settle them into a readable grid. Select All tags or press Escape to close the group. The animation is skipped when reduced motion is enabled. Filter by Private or Team access. Cards show an HTML preview, description, owner attribution, sources, and access controls. Use the access dropdown on a report you own to switch between Only you and Everyone in this project. The report menu lets you duplicate or delete a report. Open a report to see its full data and controls. For a traffic and revenue dashboard, choose Create report → Browse recipes → Overview.

Create a report

Select Create report, then choose:
  • Describe a report to explain the question, metrics, and dates in chat.
  • Browse recipes to start from a report by Replo or your workspace.
  • Upload a report to use an existing report as a reference in chat.
For example:
Reports are saved in Files and shown in Insights. Ask Replo to edit the open report in chat. Select Create copy for an independent copy of its layout, files, queries, analysis, and tags. Editing the copy leaves the original unchanged.

Start from a recipe

Search recipes by name or data source, or filter by Replo and Workspace. Select a card to preview and configure an editable copy. Recipes include Overview and Sessions dashboards, Google analytics reports, and SEO ROI reports. Use Connect or Manage to set up the recipe’s integrations. For Google reports, choose the GA4 property or Search Console site when prompted. Complete the required inputs, then select Create report. A failed live preview does not prevent saving a report once its required setup is complete. SEO ROI setup asks for a Google Analytics property, Search Console site, monthly fee, and brand search pattern. Enter a fee greater than zero in the same currency as your source data. The brand pattern is prefilled from your domain; add alternate brand spellings to exclude branded searches. Recipes that include Shopify sales also require Shopify reporting access.

Save a reusable recipe

In a report you can manage, select Save as recipe, enter a name and description, and save it to your workspace. Workspace owners and members can save and delete recipes. Recipes save the complete artifact: its written content, reports, queries, layout, assets, tags, and default controls. When you use a recipe, Replo creates an independent copy, connects the selected sources, and automatically adapts the report to its new inputs. It preserves the design while updating findings, dates, business references, and other data-dependent content throughout the artifact. No separate analysis setup is needed. The copy opens immediately with live charts from your connected integrations, and Replo updates its written findings in place as it works. If they still describe the original report afterward, ask Replo in chat to update them. Check source selections when using a recipe, especially in a different project. The original report and saved recipe remain unchanged. To revise a recipe, edit a report and save a new recipe. To delete one, open its menu under Your workspace, choose Delete report, then confirm Delete. Existing reports created from it are kept. Built-in Replo recipes cannot be deleted.

Explore a dashboard

Use the report’s date and filter controls to narrow its live results. Reset restores the report defaults. Available controls depend on its data sources. Changing controls updates the view without rewriting the saved report. Queries run when the report opens and when its controls change. Refresh requests fresh results and bypasses report and integration caches. The report shows when its data was fetched. It does not refresh periodically. Reports combine live charts and tables with findings, context and recommendations where the data supports them. Ask for just a dashboard, charts or numbers when you want a simpler view. Reports without analysis show no empty analysis section. Written findings describe the data window analyzed when they were created. Refreshing live data or changing filters does not automatically rewrite that commentary. Ask Replo in chat to update the report’s analysis when you want fresh interpretation.

Choose what revenue means

When requesting a revenue report, specify the definition, currency, and reporting window:
  • Session revenue counts the full purchase value of visits that touched a selected page or domain. A visit can appear under several pages, so those rows cannot be added together; a combined total counts each visit once.
  • Attributed revenue splits purchase value equally across eligible page views. Checkout and cart views receive no credit. Selecting fewer domains does not increase a page’s share.
Changing the reporting dates can change attribution. Existing reports keep their queries until you ask Replo to update them.

Share a report

On the home screen, use a report’s Private or Team dropdown to change who can view it. Access inherited from a parent folder is managed in Files. Inside an open report, select Share to manage access under Access, or download the report’s HTML under Export. Share it with project members or use a public viewer link. Copying a link does not grant access. See Artifacts for sharing options. Viewers can use report controls. Project members load connected charts with their own project and connection access, and can refresh them. When the report owner sets it to Anyone with the link, people outside the project can load its charts, including integration data, through the owner’s access without signing in. They can change its dates and filters but not its saved queries. Their integration data comes from Replo’s cache and can be up to 8 hours old, and Refresh does not fetch newer data for them. A link turned on by someone else, or a share with a named person outside the project, does not share integration data. Viewers cannot edit the report. If a required source is unavailable, the report shows an error instead of a zero.

Existing dashboards

Older dashboard links still open the saved dashboard. Reviews created earlier from a dashboard’s Artifact tab appear on the home screen as separate reports. Existing production dashboards are not converted automatically.

Data sources

Replo tracks page views, sessions, add-to-carts, checkouts, and purchases on published Replo sites. New sites need tracked visits and orders before reports show meaningful results. Connect other tools in Integrations to report on more than your Replo pages. GA4, Google Search Console, Triple Whale, Contentsquare, and Intelligems can supply live dashboard data. Ask Replo to use the connected property or site you want. Opening a report can reuse cached integration results; select Refresh to request fresh data. For other connected tools, ask Replo what data it can use. Act on Your Analytics has examples for comparing sources and investigating performance.

Schedule a report

Use Tasks to repeat a reporting prompt:

Integrations

Connect the tools that feed your reports.

Tasks

Schedule recurring analysis.