Reports Overview
Estimated reading time: 3 minutes
Reports are AI-generated analysis documents that turn your raw data into structured findings, charts, and recommendations. Unlike dashboards (which show live data), reports capture a point-in-time analysis.
What Is a Report?
A clariBI report is produced by AI analyzing your connected data. It typically includes:
- Executive Summary — 2-3 paragraph overview of key takeaways
- Key Metrics — headline numbers with change indicators
- Detailed Analysis — charts, tables, and written commentary
- Key Findings — numbered list of insights extracted from the data
- Recommendations — suggested actions based on the findings
Key Capabilities
- Template-based generation using 200+ analysis templates
- Custom prompts for ad-hoc analysis in plain English
- Scheduling for recurring automatic reports (Professional+)
- Download as PDF for offline sharing and archival (Professional+)
- Sharing with team members or via public links
Getting Started
- Generate Your First Report — quick tutorial
- Report Generation In-Depth — full options reference
- Report Templates — browse available templates
- Schedule Reports — automate recurring reports
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