Generate your first report
Turn an existing dashboard into a polished, presentation-ready report with an AI-written narrative and a .pptx export. Takes about 5 minutes.
SMAQ's Report AI reads a dashboard, generates a written narrative for each chart, and arranges everything into a slide deck you can edit and export.
Prerequisites
A project with at least one dashboard built (see Build your first dashboard).
Editor or Owner role.
Step 1 — Configure the source dashboard
The report is generated from the current state of the dashboard — applied filters, selected date range, hidden/shown items. Get it right before you generate:
Open the dashboard.
Set the date range to what you want the report to cover (e.g. "Last 30 days" or a fixed custom range).
Apply any global filters (region, channel, campaign, etc.).
Hide any charts you don't want in the report by toggling them off in Edit mode.
Step 2 — Pick a report theme (optional)
By default the report uses your project's default report theme. To customize:
Go to Settings → Report Theme.
Either upload a PowerPoint template (.pptx) and SMAQ will extract the style, or pick from the built-in themes.
Save.
Future reports will use this theme by default. You can also override per-report from the report page.
See Report themes for the full theme workflow.
[Screenshot needed] Report Theme settings tab with a custom uploaded template and the preview pane visible.
Step 3 — Generate the report
Back on the dashboard, click Generate Report AI in the dashboard header.
A progress overlay shows the AI working through the charts.
When done (usually 60 seconds depending on the content of the dashboard), you'll be redirected to the report page.
.
Step 4 — Edit the report
The report opens in the report editor. You can:
Edit titles, body text, and section headings.
Reorder slides by dragging.
Delete slides you don't need.
Add new sections or text blocks.
Re-run AI on a specific slide if the narrative needs another pass.
Step 5 — Export to .pptx
Click Export in the top-right.
Choose PowerPoint (.pptx).
The file downloads to your machine. Open it in PowerPoint, Keynote, or Google Slides — the layout is preserved.
Tips
Use clear chart titles on the source dashboard. The Report AI uses the title as anchor context — vague titles produce vague narratives.
Date range is everything. A report for "Last 7 days" reads completely differently from one for "Last 90 days." Pick deliberately.
Re-generate, don't rebuild. If the dashboard changes, click Generate Report AI again — it overwrites the previous report. Faster than editing slide by slide.
What's next
Reports overview — list view, scheduling, additional export formats.
Generate report from dashboard — the deeper feature reference.
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