Business Reports

Generate comprehensive business reports combining data from multiple sources. Schedule automated delivery, download as PDF, and share insights with your team.

Key Features

Multi-Source Reports

Combine data from databases, files, and APIs into unified reports with cross-source analysis.

Scheduled Reports

Automate report generation with flexible scheduling: daily, weekly, or monthly delivery.

PDF Export

Download your reports as professionally formatted PDF documents for sharing and printing.

AI-Generated Insights

Automatically include AI-powered insights, correlations, and data quality assessments.

Sharing & Collaboration

Share reports with team members, create public links, or share within workspaces.

Report Templates

Start from pre-built templates or create custom templates for recurring report needs.

Report Types

Executive Summary

High-level business overview

Concise summaries for leadership with key metrics, trends, and actionable recommendations.

KPIs Trends Recommendations

Financial Overview

Revenue and cost analysis

Comprehensive financial reports with revenue breakdowns, cost analysis, and profitability metrics.

Revenue Costs Margins

Operational Metrics

Performance and efficiency

Track operational performance with efficiency metrics, throughput analysis, and bottleneck identification.

Efficiency Throughput Quality

Trend Analysis

Historical patterns and forecasts

Analyze historical trends, identify patterns, and generate forecasts with statistical confidence.

Patterns Forecasts Seasonality

Compliance Report

Audit and regulatory tracking

Generate compliance reports for audits, regulatory requirements, and internal governance.

Audit Trail Controls Evidence

Custom Report

Build your own reports

Create fully customized reports with your own sections, data mappings, and visualizations.

Flexible Reusable Templatable

Report Scheduling

Automate report generation and delivery with flexible scheduling options. Reports are generated during off-peak hours (2 AM UTC by default) for optimal performance.

Daily

Every day at your preferred time

Weekly

Choose your day of the week

Monthly

Pick your day of the month

Schedule Features

  • Email delivery - Send reports directly to recipients' inboxes
  • Lookback periods - Automatically include data from the last 7, 30, or custom days
  • Failure handling - Automatic retry and admin notifications on failures
  • Version tracking - All scheduled reports are versioned and traceable

Export Format

PDF

PDF Documents

Download your reports as professionally formatted PDF documents, complete with charts, tables, and AI-generated insights.

  • Print-ready formatting
  • Embedded charts and visualizations
  • Easy to share via email or link

Creating Your First Report

1

Choose Report Type

Select from pre-built templates or start with a custom report. Each template is optimized for specific use cases.

Executive Summary - Quick overview for leadership
Financial Overview - Revenue and cost analysis
Operational Metrics - Performance tracking
Custom Report - Build from scratch
2

Select Data Sources

Connect one or more data sources to pull data from. Reports can combine data from databases, files, and API integrations.

Supported Sources

Databases
File Uploads
API Integrations
Jira
Google Analytics
Airbyte Connectors
3

Generate Report

Click generate to create your AI-powered report. The AI will analyze your data and produce insights, charts, and recommendations.

What's Included

  • • AI-generated executive summary
  • • Key metrics and KPIs
  • • Visualizations and charts
  • • Actionable recommendations
4

Download & Share

Download your report as a PDF or share it with team members via public link.

Download PDF Share Link

What's Included in Reports

Each AI-generated report includes analysis based on your selected template and data source.

Report Content

  • Executive summary
  • Key metrics and KPIs
  • Charts and visualizations
  • AI-generated recommendations

Sharing Options

  • Download as PDF
  • Public shareable link
  • View in browser

Next Steps

Ready to Generate Reports?

Start creating automated business reports from your data in minutes.