Reports are analytical documents the Genie generates from any completed match job. Unlike the raw results file, a report is meant to be read — by you, by stakeholders, by anyone who cares about what happened but doesn't need to see the underlying rows.
Reports replace the older Insights feature, which is still available for legacy jobs but no longer the recommended path.
What's in a report
Every report has a consistent structure:
Executive summary
A 2–3 paragraph narrative answering "what happened in this match". Written by the Genie from aggregate stats — safe to share without exposing PII.
Summary stats
Four cards: source rows, matched, needs review, unmatched. Same numbers you see on the job detail page, formatted for print.
Match method breakdown
Chart showing how many matches came through each pass (exact_id, deterministic, fuzzy, phonetic). Tells you what drove the quality.
Score distribution
Histogram of _lmg_match_score. The shape signals match quality — two clear peaks good, smeared middle means ambiguity.
Pivots
Per-dimension group-by tables showing match rate per group. For a person match, common pivots include by state, by city (top 20), by email domain, and by data-quality band. For company matches, by industry, state, revenue range.
The Genie picks pivots based on your data shape — columns with moderate cardinality (not too few, not too many distinct values) make the best dimensions.
Data quality narrative
A paragraph describing the data-quality story: which columns had quality issues, how much those issues affected match rate, and what you might fix before next run. Written from the cleansing report stats.
Key findings
3–5 bullet-pointed observations. Not just numbers — things like "Your Pacific Northwest region has a 23% lower match rate than other regions, driven by out-of-date ZIP codes in the master. Updating those would likely recover ~200 unmatched rows."
Sample rows
A representative sample of matched, review, and unmatched rows so the reader can anchor the stats to concrete cases.
Inline Q&A
Ask the Genie follow-up questions about this match. Answers appear inline with charts and suggested next prompts. See Follow-up questions.
Generating a report
From the job detail page, click Generate report. The report runs asynchronously (typically 10–30 seconds) and shows a progress indicator. Once complete, it's saved permanently and available from the Reports page.
On the Reports list page, reports show with a status pill: Ready, Running, or Failed. Click any ready report to open it.
Export formats
From an open report, click Export to download:
- PDF (Pro+) — formatted for print/email sharing
- PPTX (Business) — editable slide deck
- HTML (all tiers) — standalone HTML file
Or generate a shareable link.
Tier limits
| Feature | Free | Starter | Pro | Business |
|---|
Related reading
- Reading a report — how to interpret each section
- Follow-up questions — inline Q&A with the Genie
- Sharing reports — tokenized links and passwords