Top 10 Features of Dakota's Joe Report Builder

December 01, 2025

Top 10 Features of Dakota's Joe Report Builder

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Fundraising is hard.

You’re juggling outreach, follow-ups, tracking commitments, and preparing reports all while trying to stay focused on building relationships.

At Dakota, we believe your time is your most valuable asset. That’s why we created Joe Report Builder: An AI-powered report agent built right inside Dakota Marketplace.

Joe helps investment sales professionals generate, customize, and share reports in seconds so you can spend less time formatting spreadsheets and more time doing what actually moves the needle: Fundraising.

In this article, we’ll cover 10 features that make Joe Report Builder one of the most powerful tools in your fundraising toolkit.

1. Just Type What You Want

No need to learn filters or menus.

Type something like, “Show new RIAs investing in real estate in the past 12 months,” and Joe gets to work. It applies the right filters, adds the right fields, and builds your report. Just like that.

2. Works Across All Major Data Sets

Joe can pull from Accounts, Contacts, Investments, and Dakota Recommends to give you a comprehensive view without jumping between tabs or tools.

3. Cross-Object Matching Made Easy

Need to see which investors committed to certain funds? Or who at a specific account type is active?

Joe connects the dots across different data sets, so you can surface deeper insights in seconds.

4. Custom Filters, Timeframes, and More

Looking for a report filtered by AUM, geography, account type, or fund type?

Joe can handle it. You set the parameters, Joe builds the report.

5. Fully Editable Reports

Don’t love what you got the first time? No problem.

You can tweak filters, update columns, or change the timeframe and Joe will instantly update the report for you.

6. Automatic Saving with Secure Access

Every report is auto-saved in your team’s Reports folder.

No more lost files or forgotten filters. Just a reliable, secure place for your work.

7. Share and Collaborate with Ease

You can share reports with anyone in your organization who has access to Dakota Marketplace making it simple to keep your team aligned.

8. Export to Excel

Need to present your report outside the platform?

Joe supports clean, structured Excel exports with all approved fields and values intact.

9. Smarter Every Time You Use It

Joe learns from your past prompts and preferences, so it gets better and faster the more you use it.

10. Private, Secure, and Compliant

Joe only accesses Dakota Marketplace data and follows all platform privacy standards. It doesn’t touch your notes, events, or personal content. Your data stays safe.

Joe Report Builder Inside Dakota Marketplace

Joe Report Builder is more than a time-saver, it’s a smarter way to stay ahead in fundraising. By automating the reporting process and surfacing insights instantly, Joe helps you focus on building relationships and raising capital.

Book a demo of Dakota Marketplace to see Joe in action and see how easy report building can be.

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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Top 10 Features of Dakota's Joe Report Builder