> ## Documentation Index > Fetch the complete documentation index at: https://developers.perform.ai/llms.txt > Use this file to discover all available pages before exploring further. # Business Intelligence > Self-service reports on carrier performance, SLA compliance, transit time, issues, notifications, returns and cost, from templates or built by your team. **Available to all AI Decision Intelligence customers.** Sending reports by email is switched on per account; AI Report Builder is switched on per account on request. ## Summary Business Intelligence is reporting that arrives ready to use: the charts already exist, built for delivery operations and running on the shipment and carrier data already connected in Perform.AI. You start from a template, build a report from scratch, or describe the report you want and [AI Report Builder](https://developers.perform.ai/products/ai-decision-intelligence/ai-report-builder.md) assembles it. ## Who it’s for Logistics teams who spend two days preparing a carrier review, customer service teams whose report never gets built, and leadership who want a monthly view without asking anyone. Finance uses the same reports to put what a carrier charged beside how it performed. ## Key benefits * **No blank page.** Templates for carrier performance, SLA compliance, transit time, issues, notifications, returns and cost are in your report list from the first day. * **The answer arrives in the shape of the question.** The library covers time series, splits by carrier, region and shipping phase, scorecards that carry the change beside the number, conditionally formatted tables and country heatmaps. * **Compare side by side.** Each chart can carry its own filters, independent of the report, so two periods or two carriers sit next to each other in one report. * **Transit time measured your way.** Any transit time chart can be measured between whichever two milestones you choose. * **Shared without the portal.** Reports go out by link or as an email snapshot, in your own branding when your organisation is whitelabelled. ## How it works ### Three ways to create a report | Route | What happens | | - | - | | Describe it | Type what you want, or pick a suggested prompt, and AI Report Builder proposes a name, charts and filters for review before anything is created. See [AI Report Builder](https://developers.perform.ai/products/ai-decision-intelligence/ai-report-builder.md). | | Choose from template | A searchable library where each template shows its description and the full list of charts it contains. The report you create is fully editable and the original template is unchanged. | | Create report | Start blank, name the report, add a description and pick charts from the chart library. | There is no limit to the number of reports. ### Templates | Subject | Templates | | - | - | | Carrier and SLA | Carrier Performance · SLA Compliance Overview · Carrier SLA Compliance Overview · Warehouse SLA Compliance Overview · E2E SLA Compliance Overview · On-time rate (Performance Aspirations) | | Transit time | Transit Time (First Attempt) · Transit Time (Performance Aspirations) | | Shipments and issues | Overview of Shipments · Overview of Issues | | Notifications | Email Notifications Performance · SMS Notifications Performance | | Returns | Return Rate & Reasons · Return Approvals | | Cost | Invoice Cost Overview · Shipment Cost Overview | Templates and charts matching your subscription appear automatically. The Performance Aspirations template and charts stay empty until you have active rules in [Performance Aspirations](https://developers.perform.ai/products/ai-decision-intelligence/performance-aspirations.md); the cost charts need the Logistics subscription; the returns charts need Returns. ### The chart library The library holds 89 charts in 12 chart groups. | Chart group | Charts | | - | - | | Post-Purchase (Transit Time) | 17 | | Post-Purchase (Shipment Insights) | 16 | | Comply (SLA) | 15 | | Post-Purchase (Issues & Delays) | 12 | | Performance Aspirations (Transit Time) | 10 | | Post-Purchase (Email Notifications) | 5 | | Post-Purchase (SMS Notifications) | 4 | | Invoice Cost Overview | 3 | | Returns (Return Insights) | 3 | | Post-Purchase (Outgoing Webhook) | 2 | | Post-Purchase (Custom) | 1 | | Returns (Review & Approval) | 1 | Chart types include distributions over time, splits by carrier, region and shipping phase, table views, scorecards with the change against the previous period, multi-metric tables with conditional formatting, and geographical heatmaps. Heatmaps shade each destination country by on-time rate, issue rate or average transit time, with a colour scale in the metric’s own unit; they show country-level results only. Every chart has variants (for instance by carrier, by status, or as a table); selecting a chart in the picker shows its description and lists its variants, and the picker search matches chart and variant names. Customers cannot build new chart types. Charts not enabled for your organisation show a restricted access visual; contact your account team to have them enabled. ### Working with charts * **Arrange.** Drag charts by the six-dot handle, resize from the bottom-right corner, and click a chart name to rename it. * **Drill down.** Click a segment to see its breakdown. * **Display.** A **Display** button beside each chart switches between the chart and a data table of the same numbers, and hides the legend. These settings only change your current view and reset when you switch variant or leave the report. Tables, scorecards and status matrix charts have no Display button. * **Zoom.** Drag across a chart with many categories to zoom into a section; **Reset zoom** returns to the full range. * **Export.** From the chart menu, **Export as image** downloads a PNG of exactly the current view (zoom and drill-down included) and **Export as data (CSV)** downloads the chart’s full data regardless of the view. Both are greyed out while a chart is loading or has no data. ### Filters Report-level filters sit at the top of each report and apply to every chart: a date range with day, week or month view, carrier, destination country, status and further dimensions depending on your data. Filters you select are saved and remain applied when you return to the report. | Available filter fields | | - | | Carrier (reference) · Tags · Status · Issue · Issue type · Origin country · Destination country · Domestic / International · Channel · Tracking Page reference · Sender country · Recipient country · Shipping service | **Chart-level filters.** Open a chart’s menu, select **Edit chart** and choose **Custom filters** to give that chart its own filters. The chart shows a filter icon (hover it to see the filters applied) and stops following report-level filter changes. Use it to compare two date ranges, two carriers or two regions side by side. ### Custom transit time On a standard transit time chart, **Edit chart** lets you pick the **Transit time from** and **Transit time to** milestones: order placed, pick up, first shipping, out for delivery, first attempt, delivery, plus any custom milestones configured for your organisation. Days are calculated in local time, hours in UTC. Shipments missing either milestone are left out of the calculation. ### Sharing | Method | How it works | | - | - | | Shareable link | **More** > **Get Shareable Link** copies a URL. A recipient with access to Business Intelligence adds the report to their own list; a user in several organisations is asked which one to add it to. Link sharing does not work in Safari. | | Send to email | **More** > **Send report to email** sends a snapshot of the report exactly as you are viewing it, filters and chart views included, with the date range listed first. To is pre-filled with your address; add To, Cc and Bcc recipients, a subject (defaults to the report name) and a message. It is a one-off send; there are no scheduled reports. Charts that had not finished loading are skipped and named in a warning. | | Duplicate | **More** > **Duplicate Report** creates a copy with every chart, filter and customisation. | For whitelabelled organisations, report emails use the organisation’s email branding (sender address, header logo and link, header colour, button colours, outreach message), and charts use the organisation’s chart colour palette. Charts that use colour to convey meaning, such as red for breached and green for compliant, keep the standard status colours. Each user can switch the portal, charts included, between light and dark mode from their profile. ### Reports list Reports are shown as tiles with name, description and last modified date. Search by name or description, and drag the six-dot handle to reorder. **More** > **Delete Report** removes a report after confirmation. ### Error states | Message | Meaning | | - | - | | No parcels available | The report’s filters return no matching shipments. Adjust the filters or select **Add Parcels**. | | Restricted chart access | The chart is not enabled for your organisation. Contact your account team. | | Missing milestone data | A custom transit time needs both milestones; shipments without one of them are excluded. | ## Set up in the portal Go to **AI Decision Intelligence** > **Business Intelligence**. 1. Select **Choose from Template**, search the library, open a template to read its description and chart list, and create the report. 2. Or select **Create Report**, enter a name and description, then **Add Chart** to pick charts from the library. 3. Set the report-level date range and filters at the top of the report. 4. To compare segments in one report, open a chart’s menu, select **Edit chart** > **Custom filters**, set the chart’s own filters and save. 5. To measure transit time between your own milestones, open a transit time chart’s menu, select **Edit chart**, choose **Transit time from** and **Transit time to**, and save. 6. To share, use **More** > **Get Shareable Link**, or **More** > **Send report to email** with recipients, a subject and a message. > [!TIP] > > Set up the view you want, filters and chart views included, before you send a report by email. The email captures the report exactly as you see it. ## Use via API and MCP Reports and charts are not exposed through the API. Through [MCP](https://developers.perform.ai/mcp/overview.md), the tools `get_shipment_filter_values`, `get_booking_metrics` and `get_invoice_stats` answer aggregate questions about your shipments, bookings and invoices from your own AI assistant. See [MCP tools](https://developers.perform.ai/mcp/tools.md). ## FAQ ### What’s the difference between a template and a report from scratch? A template gives you pre-configured charts and filters to start from; a blank report gives you full control over which charts to add. A report created from a template is fully editable, and your changes never affect the template. ### Can I compare two periods in one report? Yes. Give two charts their own custom filters, one per period, and place them side by side. Charts with custom filters ignore report-level filter changes. ### Can I schedule a report to be emailed regularly? Not currently. **Send report to email** is a one-off send of the report as you are viewing it. ### Can I send just one chart? The email always carries the whole report. To share a single chart, use **Export as image** or **Export as data (CSV)** from the chart’s menu. ### Why can’t I see certain charts? Charts and templates are enabled per organisation and per subscription. A restricted access visual means the chart is not enabled for you; contact your account team. ### What happens when someone opens my shared link? If they have access to Business Intelligence, the report is added to their own reports list. Users in several organisations are asked which one to add it to. ## Troubleshooting | Symptom | Cause | Fix | | - | - | - | | A chart shows **No parcels available** | The report or chart filters return no shipments | Widen the date range or remove filters. | | A chart shows a restricted access visual | The chart is not enabled for your organisation | Contact your account team to enable it. | | A shared link does not open | Link sharing is not supported in Safari, or the recipient has no access to Business Intelligence | Use another browser, or send the report by email. | | **Send report to email** is missing from the menu | Email sending is switched on per account and is not enabled for yours | Contact your account team. | | A chart is missing from the emailed report | It had not finished loading when you sent | Wait for every chart to load, then send again. | | Export options are greyed out | The chart is still loading or has no data for the current filters | Wait for it to load, or adjust the filters. | ## Related * [AI Report Builder](https://developers.perform.ai/products/ai-decision-intelligence/ai-report-builder.md) * [Performance Aspirations](https://developers.perform.ai/products/ai-decision-intelligence/performance-aspirations.md) * [AI Performance Alerts](https://developers.perform.ai/products/ai-decision-intelligence/ai-performance-alerts.md) * [AI Decision Intelligence overview](https://developers.perform.ai/products/ai-decision-intelligence/overview.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.