--- title: Reach AI Widgets in Dashboards description: Build custom dashboard metrics using natural language with no formula-building required. --- [Skip to content](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#main-content) ![Reach Reporting](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Reach Reporting Status](http://status.reachreporting.com/) [Reach Reporting Status](http://status.reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en) 3. [Getting Started with AI Enhanced Reporting](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en#getting-started-with-ai-enhanced-reporting) # Reach AI Widgets in Dashboards ## Build custom dashboard metrics using natural language with no formula-building required. ### **In this article:** - [Overview](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#overview) - [Getting Started](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#getting-started) - [How to Create an AI Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#how-to-create-a-claude-ai-widget) - [Editing an AI Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#editing-a-claude-ai-widget) - [Previewing and Reverting a Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#previewing-and-reverting-a-widget) - [Resizing a Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#resizing-a-widget) - [Deleting a Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#deleting-a-widget) - [Saving a Widget as a Template](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#saving-a-widget-as-a-template) - [Viewing the Data and Code Behind a Widget](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#viewing-data-and-code) - [What Updates AI Widgets](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#what-updates-ai-widgets) - [AI Widget Limitations](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#ai-widget-limitations) - [Usage](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#usage) - [Security and Privacy](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#security-and-privacy) - [Getting Help](https://knowledge.reachreporting.com/claude-ai-dashboard-widgets#getting-help) --- ### **Overview** Reach Reporting has integrated with Claude, Anthropic's AI assistant, to bring a new way of building metrics, called AI Widgets, directly inside your reports or dashboards. Instead of manually configuring rows, columns, and data ranges in the metric builder, you can describe what you want to see in plain language and let Reach AI generate the widget for you. **Note:** AI Widgets are currently in **beta**. This feature is currently available for dashboards only. Support for consolidations is on the roadmap. The AI integration allows you to create AI Widgets by typing a prompt in natural language. For example, you might type: *"Show me gross profit margin as a percentage over the last 12 months as a line chart"* — and Reach AI will build the widget using your connected company data. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-23-8984-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-23-8984-PM.png) This feature is designed to reduce the time spent manually configuring metrics, especially for users who are still getting familiar with the metric builder or want to generate custom visualizations quickly. You do **not** need a Claude account to use this feature. It is accessible directly within Reach Reporting. **Tip:** For more on enabling AI features in your workspace, see [AI Enhanced Reporting](https://knowledge.reachreporting.com/ai-enhanced-reporting?hsLang=en). --- ### **Getting Started** Before you can use AI Widgets, AI must be enabled at both the workspace and company levels. **Step 1 — Enable AI at the Workspace Level** The [workspace owner](https://knowledge.reachreporting.com/workspace-team-setup/manage?hsLang=en#workspace-owners) must activate AI reporting in [workspace settings](https://knowledge.reachreporting.com/workspace-team-setup/manage?hsLang=en#workspace-settings). Click the gear icon in the upper right corner of the workspace and check the box for "AI Enhanced Reporting." ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-20-9690-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-20-9690-PM.png) **Step 2 — Enable AI for Individual Companies** Once activated at the workspace level, navigate to **Company Settings \> AI Enhanced Reporting** and turn on the AI feature for the company. This step is required for each company where you want to use AI Widgets. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-26-7487-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-26-7487-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-18-1195-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-18-1195-PM.png) For full instructions, see [Enabling AI Enhanced Reporting](https://knowledge.reachreporting.com/ai-enhanced-reporting?hsLang=en). --- ### **How to Create an AI Widget** **Step 1**: Open or create a new **Report or Dashboard** for the company you want to work in. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-27-4736-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-27-4736-PM.png) **Step 2**: Select **Add Metric** (Dashboard) or **Create New** (Report) and then choose the **AI** **Widget** option. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-25-2862-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-25-2862-PM.png) **Step 3**: Type a prompt describing the widget you want to build by including the data you want to see, the time period, and the chart type if you have a preference. The more specific your prompt, the more accurately Reach AI can build what you're looking for. For example: *"Show me total payroll expenses by month for the last 6 months as a bar chart"* will return a more targeted result than *"show payroll."* *![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-18-5848-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-18-5848-PM.png)* **Step 4**: Submit the prompt by clicking the **Send** button or by pressing **Ctrl + Enter** on your keyboard. Reach AI will generate the widget based on your connected company data. **This process may take a few minutes**, depending on the complexity of the request. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-28-2593-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-28-2593-PM.png) **Step 5**: Once the widget generates, you can review it and make further edits if needed by entering another prompt. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-23-4431-PM.png?width=670&height=318&name=undefined-Jun-08-2026-03-26-23-4431-PM.png) **Step 6**: Click **Save and Close** to view the new widget in your report or dashboard. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-20-3802-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-20-3802-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-21-6179-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-21-6179-PM.png) Reach AI can also handle **non-date columns from** [**Google Sheets**](https://knowledge.reachreporting.com/google-sheets-integration?hsLang=en) **or** [**Excel Data Sheets**](https://knowledge.reachreporting.com/how-to-use-excel-sheet-as-a-datasheet?hsLang=en), making it possible to build widgets that reference custom data beyond standard financial date ranges. --- ### **Editing an AI Widget** In the dashboard view, you can click on the menu bar at the top right of the widget to edit it. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-19-1737-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-19-1737-PM.png) Once the widget opens, you can make edits by entering another prompt. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-22-7930-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-22-7930-PM.png) #### **Previewing and Reverting a Widget** AI widgets support **version history**. After submitting an additional prompt, you can: - **Preview** a previous version of the widget - **Revert** to an earlier version if a new prompt produced an undesirable result This gives you flexibility to iterate on prompts and refine your widget without losing earlier work. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-19-7189-PM.png?width=670&height=318&name=undefined-Jun-08-2026-03-26-19-7189-PM.png) #### **Resizing a Widget** Click and drag the bottom right corner of a widget to resize it. The data shown will adjust to fit the size of the metric. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-22-1258-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-22-1258-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-26-0045-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-26-0045-PM.png) #### **Deleting a Widget** To delete a widget, click on the menu bar at the top right of the widget and select **Remove**. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jun-08-2026-03-26-24-6936-PM.png?width=670&height=340&name=undefined-Jun-08-2026-03-26-24-6936-PM.png) ---   #### **Saving a Widget as a Template** To reuse a widget, click on the menu bar at the top right of the widget and select **Save as Template**. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Nov-09-2026-05-39-19-6847-PM.png?width=670&height=377&name=image-png-Nov-09-2026-05-39-19-6847-PM.png) --- ### **Viewing the Data and Code Behind a Widget** While building or editing an AI Widget, you can see exactly what data Reach AI pulled and how the widget is built. Use the buttons in the upper right corner of the widget panel to switch between the widget preview, the fetched data, and the code. **Step 1 — View the Underlying Data** Click the **Fetched data** button (the middle icon) to see the data used in the widget. Each request Reach AI made is listed with its status, the request details (such as the start month, end month, and totals pulled), and the response returned from your company data. This is a quick way to confirm the widget is using the numbers you expect. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Nov-09-2026-04-47-34-8040-PM.png?width=670&height=379&name=image-png-Nov-09-2026-04-47-34-8040-PM.png) **Step 2 — Edit or Copy the Raw HTML** Click the **Code** button (the **\<\>** icon) to open the raw HTML behind the widget. From here you can: - **Edit** the HTML directly, then click **Commit** to apply your changes to the widget. - **Copy** the HTML to reuse it elsewhere or share it with your team. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Nov-09-2026-04-47-51-6169-PM.png?width=670&height=376&name=image-png-Nov-09-2026-04-47-51-6169-PM.png) To return to the widget, click the **Preview** button (the first icon). --- ### **What Updates AI Widgets** Once an AI widget has been created, the following will keep it current: - **Book Month updates** — When the book month advances, the widget's data will update accordingly, just like standard metrics. See[Book Month — How to Use](https://knowledge.reachreporting.com/book-month-how-to-use?hsLang=en) for more information. - **Syncing the company** — A company sync will refresh the underlying data in your AI widget. See [Syncing Your Company](https://knowledge.reachreporting.com/syncing-your-company-?hsLang=en) for instructions. --- ### **AI Widget Limitations** Because AI widgets are generated differently from standard metrics, there are a few limitations to be aware of: - **[AI Summary](https://knowledge.reachreporting.com/reach-reporting-dashboard-overview#ai-insights)** — The report or dashboard's AI summary tool will not function on AI-generated widgets. - **[Filter](https://knowledge.reachreporting.com/reach-reporting-dashboard-overview#dashboard-filters)** — The dashboard and report filter will not apply to AI widgets.  However, filtering can be addressed within the widget itself or via a prompt revision. - [**Export to Excel**](https://knowledge.reachreporting.com/reach-reporting-dashboard-overview?hsLang=en#export-to-excel) — AI widgets will not export when using the dashboard's Export to Excel feature. **Note:** Standard metrics, statements and other objects on the same report or dashboard are not affected by these limitations and will continue to behave normally. These are known beta limitations and may be addressed in future updates. --- ### **Usage** - AI Dashboard Widgets are included with your Reach Reporting subscription. **No separate Claude subscription or account is required**. - There is a **monthly usage limit** for AI widget generation. This limit applies specifically to the AI widget feature and is separate from the token usage tracked for other AI features in Reach Reporting. Contact support if you need to discuss additional capacity by using the live chat feature or emailing **support@reachreporting.com**. - For details on how token usage is tracked for AI-powered reports and dashboards more broadly, see[Token Usage and Limits](https://knowledge.reachreporting.com/ai-powered-reports-and-dashboards?hsLang=en#token-usage-and-limits). --- ### **Security and Privacy** The AI widget integration is built with the same data security standards applied across Reach Reporting's AI features: - **Your data is not used to train any AI models.** The data sent to generate your widget is used solely to fulfill your request. - Reach Reporting uses a third-party API that is **SOC 2 Type 2 certified**. - Data is protected with **encryption at rest (AES-256)** and **in transit (TLS 1.2+)**. For full details, visit the[Reach Reporting Security page](https://reachreporting.com/security) and[Privacy Policy](https://reachreporting.com/privacy). --- ### **Getting Help** If you have questions about the AI widget integration or run into issues during the beta, our support team is here to help. Click the chat bubble in the lower right corner of the screen, or reach out to us at support@reachreporting.com. --- ### [**Go to the Reach Reporting app\>**](https://app.reachreporting.com/login) ARE YOU NOT CURRENTLY USING REACH REPORTING? [learn more at reachreporting.com](https://reachreporting.com/) ### **We are dedicated to helping you.** \- Need Additional Help? *Your success is important to us.* Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game. 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