Generate And Export AI Reports
Select date ranges and produce AI-generated reports for analysis.
Generate And Export AI Reports
Learn how to generate and export AI-powered financial reports using Propio
Steps
1. Introduction
You will learn how to select report dates and produce the final report for analysis.
2. Access Saved Reports
Click the Saved Reports section to view your previously generated reports and access reporting options.
3. Open AI Report Section
Click the AI Report option to start creating a new AI-generated financial report.
4. Select Start and End Date
Click the Start date and End date fields to specify the beginning and end of the report period.
5. Generate The Report
Click the Generate button to create the AI report based on the selected date range.
6. Export The Report
Click the export option to download the generated AI report for your records or further analysis.
Summary
You have successfully generated and exported an AI report by selecting the appropriate date range and using Propio's reporting features. Next, consider scheduling automated reports or customizing report parameters for deeper insights.