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Self-Serve Data Agent for Tier-One Reporting Requests

April 17, 2026
Sales Reporting Agent interface with billing metrics: $87,400 total gross margin, 15 active job orders, $5,827 avg margin per order, 8 open invoices (2 overdue, 1 missing). Includes a search bar with an example query for gross margin by Sarah Chen.

The problem

Analyst teams spend hours every week on Tier-One data requests—writing SQL, hunting through dashboards they did not build, applying the right filter, and returning the answer in an Excel attachment. Field employees and business partners wait a day to ask a question they could answer in seconds if they knew where to look.

What this app does

A scoped data agent lives inside the platform. A field employee types a plain-English question—show me open jobs with margin for this employee, give me a billing summary for my team this week—and the agent interprets the query, locates the relevant dashboard or dataset, applies the right filter, and returns a formatted table or chart. Each agent instance is pre-wired by an analyst for a specific domain so cross-domain access is impossible. If no dashboard exists, the agent falls back to the underlying dataset.

Key takeaways

  • Plain-English questions, formatted answers
  • Domain scoping prevents cross-team data access
  • Dataset fallback when no dashboard exists
  • Analyst configures once, hundreds of users self-serve

Who it's for

Analytics teams supporting large field workforces in staffing, financial services, and professional services who want to free senior analysts from repetitive reporting work.

Get analysts out of the data-request queue

See how Domo can deliver a domain-scoped reporting agent your field teams will self-serve from. Working pilot for your first domain in under two weeks.

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