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HTML reports

Ask an agent for a standalone, downloadable HTML report, dashboard, or chart-and-table document. Enable HTML report on Ordify Default in Edit Agent → Integrations. You do not connect a third-party account or complete OAuth.

What you can do​

  • Create HTML reports, dashboards, and visualizations with real data — not placeholders
  • Include charts and tables in a self-contained HTML file you can download and share

How it works​

  1. Enable Ordify Default on the agent.
  2. Tick HTML report.
  3. Ask explicitly for an HTML report or dashboard.
  4. The agent returns a standalone HTML file you can download.

Ordinary chat answers do not use this tool. You need to ask for it.

Getting started​

  1. Find the agent in your Library or sidebar and click Edit.
  2. Open the Integrations tab.
  3. Under Apps, tick Ordify Default. It is marked Built-in — there is no connect step.
  4. On the right, tick HTML report.
  5. Click Save Changes.
  6. In chat, ask explicitly — for example, "generate an HTML report" or "create an HTML dashboard."

Example​

Scenario: Operations wants a one-page status dashboard for this week's capacity numbers.

  1. Enable HTML report on the agent.
  2. Ask: "Create an HTML dashboard of this week's capacity by team, with a chart and a table. Use the figures I just pasted — no placeholders."
  3. Download the HTML file from the reply and open it in a browser.

Use cases​

  • Operations: A weekly capacity dashboard with a chart and a table, ready to share as a single HTML file.
  • Marketing: An HTML one-pager that presents campaign results without switching tools.
  • Leadership: A chart-and-table status report the team can open locally.

What's next​