How to use AI Reports

Option A: Start from a template (fastest)

1. Open AI Reports from the sidebar.
2. In the Start from a template gallery, click a template such as Monthly revenue summary, Overdue invoices analysis, Project portfolio overview or Team workload & task status.
3. The report opens. Click Generate report.
4. NIZU computes the figures, the AI writes the report, and it opens in a new tab.

Option B: Create a custom report

1. Open AI Reports and click Create custom report.
2. Enter a title.
3. Choose a data source (Invoices, Projects or Tasks). A preview of the available figures appears.
4. Tick the data sections you want included.
5. Type what report you want in plain language.
6. Choose the output options (charts, tables, explanation) and click Save.
7. Open the report and click Generate report.

Viewing a report

Each time you generate, a Run is created and listed under the report with its date and status. Click the eye icon (or the run title) to open the rendered report — headline, key metrics, charts and narrative — in a new tab.

Rating a report

On a completed run, click the star icon to rate it Good, OK or Bad and add notes. This helps you track which reports were useful.

Re-running a report

Open any saved report and click Generate report again to produce a fresh run with up-to-date figures. The report definition is reusable; each generation is a separate run.

Tips

• Be specific in your request: mention the comparison or decision you care about.
• Smaller, focused reports are clearer than asking for everything at once.
• If a generation fails, check that your provider API key is set and valid in Settings.