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Welcome

Rollstack builds automated, data-driven slide reports from your BI dashboards and data warehouses. Build a report with Rollstack Agent, keep it up to date on a schedule, and burst it into one report per region, team or client.

Core concepts

The building blocks of Rollstack: reports, datasheets, connections, updates and Rollstack Agent.

Connections

Set up the connections your reports draw their data from, and control who can use them.

Reports

Find, open and manage your reports on the Reports page: views, filters, folders and the report menu.

Rollstack Agent

Ask Rollstack Agent to build reports from your data, edit slides, and set up updates, emails and sharing.

Updating

Update a report's charts, tables and numbers with the latest data, by hand or on a schedule, and follow past updates.

Bursts

Turn one report into many: a burst makes a variant of a template report for each region, team or client, then updates and emails them all.

Report parameters

Set one value, such as a region or a date range, on the filters of several dashboards at once with report parameters.

Bring your own AI provider

Run Rollstack Agent on your organization's own Anthropic, OpenAI, Azure AI Foundry, Amazon Bedrock or Google Vertex AI account.

MCP

Connect Claude, ChatGPT, Cursor and other AI assistants to Rollstack with the MCP server, and work on your reports in plain language.