Connect spreadsheets, CRM, and finance data in minutesTrends, KPIs, forecasts & specialized analyticsCompetitor, customer & sentiment intelligenceBuild dashboards without a BI teamReports and board decks from your analysesAgentic AI for plain-English Q&A when you want itStart free — no credit card required
Build5 min

Reports

Reports turns the analyses you mark across Intelligence Navigator into a polished, multi-section executive report — automatically. Every KPI, chart, and table comes straight from the analysis that produced it, so there are no invented numbers and no drift. Pick your audience and depth, let the AI compose the narrative, then read it in-app or export a premium PDF.

At a glance

Level
Beginner
Duration
5 min
Product
Intelligence Navigator
Prerequisites
One or more analyses marked for reports from any module
Audience
Owners, founders, firms, technical & non-technical teams
Subjects
Board-ready reportsdata-grounded narrativeaudience & depthoutline & designPDF exportpublish & share

Board-ready reports, automatically

Select the analyses you want to include — marked from any module or imported — and Reports composes a polished, multi-section report. The build workspace walks you through three steps: Data (the analyses), Content (audience, depth, narrative), and Style (outline and design).

  • Import from churn, customer, sentiment, pricing, forecast, competitor, KPI, financial, operations, marketing, and research analyses
  • The AI retrieves your marked analyses, plans the outline from your brief, composes sections, writes the narrative, plans visual design, generates cover art, and finalizes
  • Recent and shared reports are saved so you can reopen, edit, or delete anytime

See Reports in action

Watch: select analyses, set audience and depth, plan the outline and design, and generate a polished report.

Grounded in your data

Every KPI, chart, and table in the report comes straight from the analysis that produced it — what the analysis found, written for the room. No invented numbers, no drift, so you can trust what you hand to leadership.

Audience-aware detail

Choose the audience and the depth adapts. Executive is tight and board-ready — headlines, top KPIs, the essential charts. Leadership goes deeper with more charts, tables, drivers, and methodology. Set the depth to Brief for key highlights, Standard for balanced analysis, or Comprehensive for full narrative depth, and toggle the AI narrative composer and recommendations.

  • Executive — tight, board-ready headlines and top KPIs
  • Leadership — deeper operational detail, drivers, and methodology
  • Depth: Brief, Standard, or Comprehensive

Outline, design, and cover art

Plan the outline — pick the sections and assets to include — and plan the visual design from an optional design brief. Reports can generate cover art for a polished first page, and you preview the cover before generating.

Read in-app or export premium PDF

Explore interactive charts in the in-app reader, edit and reorder sections, then download an editorial, premium PDF that matches the AI Operations Center reports. Publish to your team to share, or unpublish anytime.

  • Interactive in-app reading with charts you can explore
  • Export a premium, editorial PDF
  • Publish to share with your team, unpublish anytime

Best practices

  • Mark analyses from the source module as you go so they're ready to select
  • Match the audience to the reader — Executive for the board, Leadership for operators
  • Use a brief to steer the outline, then reorder sections before publishing
  • Generate cover art for external-facing reports; skip it for quick internal updates

You've completed the tour

That's the full Intelligence Navigator workspace — from Data Hub through Analytics, Automation, OKRs, Vision AI, and the build tools. Head back to Get started with IN anytime to review the fundamentals.