Generate professional reports from your data with clariBI.
Report Types
Available Formats
- PDF: Professional formatted documents
- Excel: Spreadsheet with data tables
- CSV: Raw data export
- HTML: Web-viewable reports
- JSON: Structured data export
Creating a Report
Step 1: Access Reports
- Navigate to Reports in sidebar
- Click Generate New Report
- Select a report template or start custom
Step 2: Choose Template
Browse template categories:
- Executive Summary
- Sales Performance
- Marketing Analytics
- Financial Reports
- Custom Template
Step 3: Select Data Sources
- Choose data sources to include
- Set date ranges for each source
- Configure filters if needed
- Preview data selection
Step 4: Configure Report
- Title: Report name
- Description: Purpose and summary
- Output Format: PDF, Excel, etc.
- Parameters: Date ranges, filters
Step 5: Generate
- Click Generate Report
- Wait for AI processing
- Review generated content
- Download or share
Report Templates
Template Marketplace
Access pre-built templates:
1. Go to Templates in sidebar
2. Browse by category
3. Preview template layouts
4. Apply to your data
Popular Templates
- Weekly Business Review
- Monthly Sales Report
- Marketing Campaign Analysis
- Customer Analytics Summary
- Financial Performance Report
AI-Generated Insights
What's Included
Reports automatically include:
- Key metrics summary
- Trend analysis
- Anomaly detection
- Recommendations
- Visualizations
Credit Consumption
Report generation uses AI credits:
- Simple reports: 10-25 credits
- Complex multi-source: 25-50 credits
- Credits depend on data volume
Sharing Reports
Download
- Click download icon
- Choose format
- Save to local device
Public Sharing
- Click Share on report
- Enable public link
- Copy shareable URL
- Set expiration (optional)
Email Distribution
Future feature: Schedule email delivery