AI Reports 📂
Overview
AI Reports turn any combination of dashboards into a polished, executive-ready document. Each report includes the selected charts, AI-generated explanations of each chart, an executive summary, and recommendations.
Use it to:
Produce monthly facilities reviews
Generate board packs and quarterly business reports
Build executive briefings on demand
How to Generate a Report
The report generation flow is a four-step wizard launched from Analytics Pro → Reports → New Report.
Step 1 — Dashboard Selection
Select any combination of the seven dashboard categories:
Space Usage and Trends
Energy
Occupancy
Air Quality and CO₂
Temperature and Humidity
Ambient Noise
Water Usage
Selecting a dashboard automatically includes all of its charts; selections can be refined in the next step.
Step 2 — Chart Selection
For each selected dashboard, you can:
Expand the chart list to view individual charts
Toggle individual charts in or out of the report
Use Select All or Deselect All per dashboard
Dashboard-only visualisations (such as the Daily Usage Heatmap) are automatically excluded as they are not optimised for static report layouts.
Step 3 — Filters and Scope
Apply the analytical scope:
Date Range — preset buttons (last 7, 30, 90 days) or a custom range
Building — required
Floor — optional
Resource Type — multi-select (rooms, desks, parking, etc.)
Individual Resource — optional
Step 4 — Generation and Saving
The system fetches data for each selected chart, renders the visualisations, generates AI explanations, and assembles the report. A title is auto-generated from the selected dashboards (for example, Space Usage & Trends Report, Energy Report) and can be edited.
Reports are saved to your browser and indexed by the building they cover.
Report Viewer
Once generated, the report opens in a viewer with the following sections:
Header
Report title
Generation date
Applied filters (building, floor, date range, resource types)
Charts
Each selected chart rendered with the data for the chosen scope
AI-generated explanation displayed beside or below the chart
Per-chart export options: PNG, PDF, CSV, JSON
Executive Summary
AI-written narrative covering the headline findings across all selected dashboards.
Recommendations
AI-generated, prioritised list of suggested actions based on the data observed.
Full-Report Export
Landscape PDF containing every chart, explanation, and the executive summary, suitable for board packs and offline circulation.
Saved Reports
Reports appear under Analytics Pro → Reports and are filtered by the buildings you have access to.
For each saved report you can:
View it in the Report Viewer
Edit metadata or the chart selection
Delete it
Export the full PDF
Reports are stored in browser storage and do not currently sync across devices. Up to 50 reports per user are retained.
Availability
BasicAI
❌
AnalyticsPro
❌
Enterprise
✅
Use Cases
Monthly facilities review — full report covering all analytics pro dashboards, generated at month-end and archived as PDF
Board pack — last-90-days report exported as PDF for circulation
Compliance evidence — Water and Climate dashboards combined to demonstrate HTM 04-01 compliance
Executive briefing — single building, single dashboard, last 7 days, generated on demand before a meeting
Best Practices
A full report covering all seven dashboards is the most informative monthly artefact; generate it once a month and archive the PDF.
Narrow the date range to focus the AI's narrative — broad ranges produce broad commentary.
Edit the auto-generated title before sharing externally; the default is descriptive but not always presentation-ready.
AI explanations and the executive summary are regenerated on each run; if the language does not suit your tone, regenerate the report.
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