AI Insights reports: How to create your first report

Welcome to AI Insights Reports by Genius, an innovative product designed to deliver AI-powered insights effortlessly. With automated tools and intuitive setup, you can generate impactful reports in just a few clicks, saving time while uncovering actionable insights.

How to get started?

  1. Configure Your Metrics: Select the key KPIs you want to track and customize your view.
  2. Generate a Report: Use the intuitive setup to create your first report.
  3. Automate Analysis: Let the AI engine handle all the heavy lifting.
  4. Explore Insights Reports: Access a gallery of automatically generated reports.

Metrics and Report configuration 

AI Insights Reports introduces a metrics space where you can:

  • Select and track the key performance indicators (KPIs) most relevant to your business.
  • Set up customized reports to analyze and display your data in a meaningful way.

Once configured, the tool automatically organizes your KPIs and generates reports tailored to your needs.

What do the Reports include?

AI Insights Reports deliver a comprehensive view of your data with the following sections:

Key Highlights

  • High-level comparisons of key metrics.
  • Actionable insights for quick decision-making.

Summary

  • A concise snapshot of the report, highlighting the most important takeaways.

Breakdown Analysis

  • Analyze data based on your preferred dimensions for deeper understanding.

Variance Analysis

  • Compare different periods or scenarios, such as:
    • Actual vs Budgeted Values
    • Scenario Analysis (e.g., forecasted vs achieved performance).

Trend Analysis

  • Identify and compare trends over time.
  • Highlight the most influential drivers impacting your KPIs.

Predictions

  • Forecast future trends using advanced AI models.
  • Gain actionable insights into the coming months.

Customization Options

  1. Metrics Selection: Choose and prioritize the KPIs that matter most to your business.
  2. Adjust Aggregation Types: Organize and analyze data at the desired level—daily, monthly, quarterly, or custom ranges.
  3. Brand Customization: Align reports with your company’s branding using custom colors and visuals.
  4. Tailored Insights: Customize how key highlights, breakdowns, and trends are displayed based on your reporting needs.



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