AI Features
AI Report Generator
Transform your Excel data into a comprehensive, presentation-ready report in minutes. The AI Report Generator creates professional 20+ page documents with charts, trend analysis, and executive insights.
What's Included in an AI Report
Each AI-generated report follows a professional business report structure:
1. Executive Summary
A concise 1–2 page overview of key findings, top metrics, and critical recommendations for decision-makers.
2. Data Overview
Description of the dataset — number of records, date range, key columns, and data quality notes.
3. Key Performance Metrics
Full-page KPI section with all critical metrics, period-over-period comparisons, and trend arrows.
4. Trend Analysis
AI analysis of time-series trends, seasonality, growth rates, and trajectory projections.
5. Category Breakdowns
Deep-dive analysis of performance by category, region, product, or any categorical dimension in your data.
6. Anomalies & Outliers
AI-flagged unusual data points, unexpected dips or spikes, and possible explanations.
7. Top & Bottom Performers
Ranked lists of best and worst performers across your key metrics.
8. Insights & Recommendations
AI-generated strategic recommendations based on data patterns and industry best practices.
9. Appendix: Data Tables
Full data tables with summary statistics for reference.
How to Generate a Report
1
Open your dashboard
After uploading your Excel file and generating a dashboard, click the "Generate Report" button in the top right.
2
Set report options
Choose the report title, audience (executive, technical, operations), date range, and tone (formal, concise, detailed).
3
AI generates the report
In 2–5 minutes, the AI creates a complete report with all sections. Progress is shown in real time.
4
Review & customize
Review each section, edit text, add or remove charts, and reorder sections using drag-and-drop.
5
Export or share
Download as PDF or PowerPoint, or share a live link. The PPT export includes editable slides for each section.
Report Types by Use Case
📄 Monthly Business Review
Upload your monthly KPI spreadsheet and get a board-ready MBR in minutes.
📄 Financial Report
P&L, budget vs actuals, and cash flow analysis with variance commentary.
📄 Sales Performance Report
Quota attainment, pipeline analysis, and rep-level performance breakdown.
📄 Marketing Campaign Report
Channel ROI, lead funnel, and campaign attribution analysis.
📄 HR Analytics Report
Headcount trends, attrition analysis, and workforce planning insights.
📄 Operations Review
KPI scorecard, process efficiency metrics, and supply chain analysis.