Reports

Polished, presentation-ready deliverables. Reports are generated from a dashboard, styled with a report theme, edited inline, and exported as PowerPoint.

A report in SMAQ is a presentation-quality document derived from a dashboard. Think of dashboards as your working canvas and reports as the cleaned-up deliverable you hand to a client or executive.

[Screenshot needed] Report list page with three reports and the "Generate Report AI" button visible.

How reports relate to dashboards

Dashboards are interactive, live, editable.
Reports are written, structured, exportable.

You build a dashboard once. You generate many reports from it over time — one per month, one per campaign, one per stakeholder review.

Generating a report

The fastest path is from the dashboard itself: Generate Report AI in the dashboard header. See Generate report from dashboard for the full walkthrough.

Alternatives:

From scratch — start an empty report and drag in charts manually.
From a template — start from a saved structure (intro, KPI summary, channel deep-dives, recommendations).

Editing a report

The report editor exposes:

Slide list in a left rail — reorder by dragging.
Current slide in the center — edit title, body text, headers.
Chart preview on the right (when a slide contains a chart).
Re-run AI on this slide — regenerate the narrative without affecting other slides.

[Screenshot needed] Report editor with the slide list, edit pane, and chart preview all visible.

Themes

Reports inherit your project's report theme. Themes control colors, fonts, slide layouts, and chart styles.

Two ways to set theme:

Project default — set in Settings → Report Theme. Every new report uses it.
Per-report override — change theme on a specific report without affecting the project default.

Exporting

Click Export in the report header. Options:

PowerPoint (.pptx) — most common. Opens in PowerPoint, Keynote, or Google Slides with layout preserved.
PDF — for archival or email distribution where you don't want editable slides.

Scheduled reports

For recurring stakeholder deliveries, schedule a Dashboard Summary instead. A Dashboard Summary covers similar ground but in email format on a schedule — no manual editing required.

Tips

Use clear chart titles on the source dashboard. The Report AI uses titles as narrative anchors.
Lock the date range before generating. The report inherits the dashboard's current state — wrong date range, wrong report.
Edit selectively. The AI's first draft is usually 80% there. Editing 20% is faster than starting from scratch.
Save report theme work for last. Style after structure.