{"id":685,"date":"2025-08-01T09:42:08","date_gmt":"2025-08-01T09:42:08","guid":{"rendered":"https:\/\/comng.ai\/ws\/?post_type=wz_knowledgebase&#038;p=685"},"modified":"2025-08-01T13:37:56","modified_gmt":"2025-08-01T13:37:56","slug":"creating-data-driven-reports-with-the-ai-generator","status":"publish","type":"wz_knowledgebase","link":"https:\/\/comng.ai\/ws\/knowledgebase\/creating-data-driven-reports-with-the-ai-generator\/","title":{"rendered":"Creating Data-Driven Reports with the AI Generator"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">How to Use the Project Reports Generator<\/h3>\n\n\n\n<p><strong>Audience:<\/strong>&nbsp;Project managers, team leads, and stakeholders.<\/p>\n\n\n\n<p><strong>Goal:<\/strong>&nbsp;To explain how to generate, customize, and save a wide variety of analytical reports based on live project data.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The&nbsp;<strong>Reports<\/strong>&nbsp;generator is your on-demand project analyst. It leverages AI to scan your entire project&#8217;s live data, task progress, budget status, risks, and more<br>and synthesizes it into a professional, narrative report. This tool is essential for understanding project health, identifying issues, and communicating progress to stakeholders.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Select Your Report Template<\/strong><\/h3>\n\n\n\n<p>The process begins by choosing the type of analysis you want to perform. The main page presents a comprehensive library of report templates, each designed for a specific analytical purpose.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eeeff0\" data-has-transparency=\"false\" style=\"--dominant-color: #eeeff0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117-1024x533.avif\" alt=\"\" class=\"wp-image-686 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117-1024x533.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117-768x400.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117-1536x800.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-117.avif 1903w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Browse the available templates, such as the&nbsp;<strong>Task Progress Report<\/strong>,&nbsp;<strong>Executive Summary Report<\/strong>, or&nbsp;<strong>Risk Assessment Report<\/strong>.<\/li>\n\n\n\n<li>Click on the card that matches the report you need to generate.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Configure Your Report Options<\/strong><\/h3>\n\n\n\n<p>After selecting a template (e.g., &#8220;Executive Summary Report&#8221;), a set of customization options will appear below the template gallery. These options allow you to tailor the report to your exact needs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eeeff0\" data-has-transparency=\"false\" style=\"--dominant-color: #eeeff0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118-1024x534.avif\" alt=\"\" class=\"wp-image-687 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-118.avif 1903w\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eff0f1\" data-has-transparency=\"false\" style=\"--dominant-color: #eff0f1;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"531\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119-1024x531.avif\" alt=\"\" class=\"wp-image-688 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119-1024x531.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119-768x398.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119-1536x797.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-119.avif 1899w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Date Range:<\/strong>&nbsp;Specify the time period the report should cover. This could be &#8220;All Time,&#8221; &#8220;Last 30 Days,&#8221; or another custom range.<\/li>\n\n\n\n<li><strong>Focus Areas:<\/strong>&nbsp;Use the checkboxes to select which specific sections you want the AI to include in the report. This allows you to include or exclude topics like&nbsp;Budget Overview,&nbsp;Key Risks, or&nbsp;Next Steps.<\/li>\n\n\n\n<li><strong>Report Length:<\/strong>&nbsp;Choose how detailed you want the report to be, from a&nbsp;Brief (1 page)&nbsp;summary to a more&nbsp;Detailed&nbsp;analysis.<\/li>\n<\/ul>\n\n\n\n<p>Once you have configured your options, click the blue&nbsp;<strong>Generate Report<\/strong>&nbsp;button.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Review the AI-Generated Analysis<\/strong><\/h3>\n\n\n\n<p>The AI will now analyze all the relevant data from your project based on your selections and write a complete, narrative report. This isn&#8217;t just a data dump; it&#8217;s a professionally written document that explains the status, highlights key findings, and provides context.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"efeff0\" data-has-transparency=\"false\" style=\"--dominant-color: #efeff0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120-1024x535.avif\" alt=\"\" class=\"wp-image-689 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120-1024x535.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120-1536x802.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-120.avif 1900w\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Export and Save Your Report<\/strong><\/h3>\n\n\n\n<p>With your report generated, you have several options at the bottom of the page to use and preserve it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Regenerate<\/strong>: If the report isn&#8217;t quite what you wanted, you can click this to have the AI try again, perhaps after adjusting the focus areas or length.<\/li>\n\n\n\n<li><strong>Export as HTML<\/strong>: Click this to download a perfectly formatted HTML file of your report. This file is easy to share, print, or archive.<\/li>\n\n\n\n<li><strong>Save as Note<\/strong>: This is a highly recommended action. Clicking this button creates a permanent, time-stamped copy of the report in your project&#8217;s&nbsp;<strong>Notes (Docs)<\/strong>&nbsp;section. This is invaluable for tracking project history and for audit purposes.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/comng.ai\/ws\/knowledgebase\/reviewing-project-history-with-audit-logs\/\"><strong>Reviewing Project History with Audit Logs<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Explain how to generate, customize, and save a wide variety of analytical reports based on live project data<\/p>\n","protected":false},"author":1,"featured_media":686,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"wzkb_category":[148],"wzkb_tag":[258,255,256,257,199,259,254,155,236],"class_list":["post-685","wz_knowledgebase","type-wz_knowledgebase","status-publish","has-post-thumbnail","hentry","wzkb_category-basic","wzkb_tag-ai-powered-insights","wzkb_tag-ai-report-generator","wzkb_tag-automated-reporting","wzkb_tag-business-intelligence","wzkb_tag-data-analysis","wzkb_tag-data-driven-reports","wzkb_tag-project-analytics","wzkb_tag-project-managers","wzkb_tag-project-reporting"],"_links":{"self":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase"}],"about":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/types\/wz_knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/comments?post=685"}],"version-history":[{"count":2,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/685\/revisions"}],"predecessor-version":[{"id":699,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/685\/revisions\/699"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media\/686"}],"wp:attachment":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media?parent=685"}],"wp:term":[{"taxonomy":"wzkb_category","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_category?post=685"},{"taxonomy":"wzkb_tag","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_tag?post=685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}