> For the complete documentation index, see [llms.txt](https://support.meetuma.ai/uma-knowledgebase/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.meetuma.ai/uma-knowledgebase/data-and-reporting/analytics-pro/ai/ai-reports.md).
# 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
| License Tier | AI Reports |
| ------------ | ---------- |
| 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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