{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1c7d55aabd414c7f94824ec8b61c386c\" frameborder=\"0\" width=\"1720\" height=\"1290\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1290,"width":1720,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1290,"thumbnail_width":1720,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1c7d55aabd414c7f94824ec8b61c386c-33761090d88d3e07-full.jpg","duration":333.419,"title":"Effi Smart Reporting Capability","description":"This Loom introduces Effie’s new Smart Reporting capability for interrogating business and referral-partner data. The speaker explains that users can go to the Smart Reporting tab, ask an embedded data analyst questions in simple business language, and receive deep dives with metrics, charts, and context, including an example of active leads by workflow stage. They note user-based access control so each broker can only access their own data. The Loom also shows how to save charts to favorites, edit visuals, and create shareable canvases as live apps or point-in-time presentations, emphasizing that using tools like Claude or ChatGPT is not viable due to missing security access controls."}