AI Reporting

AI Reporting turns a plain-English request into a presentation built from your live data. Slides render in the canvas with grounded commentary you can edit, hide, export, and share — without rebuilding decks by hand each cycle.

Key capabilities

• Ask Report AI in the side chat to generate a deck from a prompt (e.g. board update, AR dashboard, investor KPIs)
• Slide canvas with thumbnail rail — navigate, hide slides, and edit commentary per slide
• Slides grounded in current financial data (statements, KPIs, charts)
• Export to PowerPoint (.pptx) or PDF
• Share live link for view-only access to the generated deck
• Quick-start prompts on the empty state for common deck types
• Auto-opens the Books chat panel so you get the full AI workflow (history, search, follow-up questions)

How it works

You describe the deck you need in chat. Report AI assembles slides from your books, stores the deck, and opens it in the AI Reporting canvas. Edits to commentary save back to the deck; exports render the current slide set.

flowchart LR
  prompt["Ask in chat"] --> build["AI builds deck"]
  build --> canvas["Review slides"]
  canvas --> export["Export PDF / PPTX"]
  canvas --> share["Share live link"]

How to use it

1. Open AI Reporting from the Reports area (or follow a deck link from chat).
2. If no deck is open, pick a quick prompt or ask Report AI in the chat panel — e.g. "Build our Q3 board deck."
3. Review slides in the canvas; use the thumbnail rail to jump between them.
4. Click Edit commentary on a slide to adjust the narrative.
5. Hide slides you do not want in the final package.
6. Export to PowerPoint or PDF, or Share live link for stakeholders.

Pro tips

• Be specific in prompts — mention the period, audience (board vs. sales), and metrics you care about.
• Hide before export — removed slides stay out of PDF/PPTX output.
• Follow up in chat — ask Report AI to add a slide or change the period without starting over.
• Share live links for async review; export when you need a static file for email attachments.
• For CFO Portal board packages, see also Board Deck — AI Reporting is the flexible, chat-driven alternative in Books.

In-depth guide

AI Reporting vs. Board Deck

Slide types

Decks can include KPI tiles, chart slides, statement summaries, and commentary blocks. Each slide type pulls from the same live data as your Books reports, so numbers stay consistent with statements you already trust.