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Welcome to the new portal
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What’s new in <span style="color:#006B42;">Reporting.</span>
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Reporting is now available in the new StashStock portal at <strong>ai.stashstock.com</strong>.
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Along with the move, we’ve made some changes to how you view, customize, and save reports. Here’s what’s new.
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Live now · Reporting
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Feature
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Save and share dashboards
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You can now save dashboards with your own filters, views, and report setup — one of our most-requested Reporting updates. Keep a dashboard private or share it with others in your organization, so you don’t have to rebuild the same report each time.
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<img src="https://21646616.fs1.hubspotusercontent-na1.net/hubfs/21646616/V3%20Reports%20Overview.png" alt="A report in the new StashStock Reporting experience" style="display:block; width:100%; height:auto; border-radius:10px; border:1px solid #ABABAB;" />
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Feature
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More control over your reports
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Reports have a new layout, with report-wide filters at the top and more options for controlling what’s shown. Choose your columns, grouping, filters, date ranges, and more to get to the data you need.
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<img src="https://21646616.fs1.hubspotusercontent-na1.net/hubfs/21646616/V3%20Customize%20Reports.png" alt="The Reports library, where you can open a platform report or clone one to customize" style="display:block; width:100%; height:auto; border-radius:10px; border:1px solid #ABABAB;" />
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Setting up your dashboards
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When you’re ready, customize the reports you use most and save them as dashboards. Saved dashboards replace the report customizations you had in the old portal, so the views you rely on will be ready the next time you log in.
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Coming soon
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Build custom reports with AI
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You’ll also be able to use an AI assistant to build reports by describing what you’re looking for. Tell it the metrics, filters, grouping, or other details you need, and it will build the report for you.
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When it’s available, you’ll connect your AI assistant through our MCP server.
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If you get stuck
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Where to get help
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Two ways to get help when you need it.
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Schedule a training session
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Want a guided walkthrough? Book a one-on-one training session and we’ll show you around the new portal — covering whatever questions or workflows you want to dig into. See the link below.
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Share your feedback
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Tell us how the new Reporting is working for you — what you love, what’s missing, and any features you’d like to see. It takes about a minute — the link is just below.
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</div>Quick links
Share your feedback
Book a training session
Go to the new portal (ai.stashstock.com)
