Why do we build reports?

I was playing around with the new Agentic Insights capabilities in Infinity '26 recently when I had an interesting thought.

Do we even need dashboards anymore?

For decades, dashboards and reports have been the primary way we consumed business information. If someone wanted to understand a trend, identify a bottleneck, or answer a business question, the answer was usually a dashboard.

But why do we create reports and dashboards in the first place? What’s the end goal? We create charts, reports, and visualizations because we’re trying to answer questions or test a hypothesis about what’s happening in the business.

The dashboard is just the middleman between the user and the answer. But what happens when that middleman is no longer required? If my AI agent already has access to all of my historical case data and understands the context behind it, why am I looking at charts in the first place?

Instead of opening a dashboard and hunting for clues, I can simply ask, “What’s going on in my part of the business?” I can ask my AI Agent and immediately follow up with deeper questions.

The experience feels less like consuming a report and more like having a conversation with someone who already knows the answers.

Of course, that doesn’t mean reports and dashboards disappear. In fact, one of the things I like most about the experience is that once you discover something interesting, you can still turn those insights into a report and share them with others. The difference is that the report becomes the outcome of the investigation, not the starting point.

Check it out for yourself using the link below:

I don’t disagree with where you’re going with this, Chris, but it reminded me of a client who recently asked me, half-joking, whether a hand could come out of the screen and give the user a gentle slap when an SLA is breached. Naturally they were interested when I showed them SLA configuration, notifications, and urgency. What really caught their attention, though, was using insights to put the important, attention-getting data right on their users’ home page. How do you motivate a team to meet SLAs and hit its goals? Put a big chart on the home screen that shows each person how they’re doing and how the team is doing. That’s what I find interesting about insights. It’s not just data for analytical reporting later. It’s live data in the moment that shapes how people work and informs their decisions.

Add what you described on top of that. You can just ask an agent for the data when you need it (a capability in Infinity '26 for all chat interfaces for agents in Pega!), then turn the answer into a private or shareable insight and put it on a dashboard or landing page. Now we’re cooking with gas. The conversation handles the discovery, and the dashboard keeps the team focused on what matters. Great post, Chris, it got me thinking. I need to go meet with my client again and talk about this some more!