Order and view reports

Submit a report

1. Select Intelligence Reports in the top navigation.
2. Select + New report.
3. Under Order a report, select Start on the report you want.
4. Fill in the form. Required fields are marked with *.
5. Select the generate button at the bottom of the form.

When it’s submitted you’ll see a confirmation, and KnowYourMarket.ai emails you when the report is ready. The email goes to the address on your KnowYourMarket.ai account.

Paying

The report’s cost is held from your workspace wallet when you submit.

• If your balance is too low, KnowYourMarket.ai tells you and offers to top up. See Billing and payments.
• If the report fails or you cancel it, the hold is released and you aren’t charged.

Note

If you see “You don’t have permission to submit reports in this workspace”, your role doesn’t allow ordering reports. Ask an owner or admin to change your role. See Team members.

Find your reports

Intelligence Reports lists every report in the workspace, newest first. Each row shows the title, type, when it was ordered and its status.

• Filter by Status or Type using the buttons at the top. Select a button again to clear it.
• Select Load more to see older reports.
• Select a row to open the report.

Report status

Status	What it means
Queued	Received and waiting to start
Running	Being generated. This takes between 5 minutes and 4 hours.
Completed	Ready to read
Failed	Something went wrong. You weren’t charged.
Cancelled	Cancelled. The hold was released.

While a report is queued or running, select Refresh on its page to check for progress.

Open a completed report

Select a completed report to read it in KnowYourMarket.ai. Select Back to Reports to return to the list.

Report details

For reports that aren’t complete yet, the report page shows Details:

• Submitted, Started, Completed or Failed at times
• Cost
• Report ID

It also shows Submitted inputs: what you entered on the form.

Cancel, retry or delete

You can do these on reports you ordered. Owners and admins can do them on any report.

Action	When	What happens
Cancel	Queued or Running	The report stops and the hold is released.
Retry	Failed	The report is queued again and resumes from where it stopped.
Delete	Completed, Failed or Cancelled	The report is removed. You’ll be asked to confirm.

These actions are on the report’s row in the list. Reports that aren’t complete also show them on their own page as Cancel Report, Retry Report and Delete Report.

Share a report

Select Share on the report’s page. See Share a report.

Reports others have shared with you are under Shared with me in the top navigation.