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Using Auto Report ​

Auto Report takes the manual work out of reporting. You describe what you need, connect it to a data source, and VENI-AI's AI generates a polished, structured report — on demand or on a schedule. No spreadsheet juggling, no copy-pasting. Your reports show up in your inbox, ready to share.

Create Your First Report ​

  1. Click Auto Report in the left sidebar.
  2. Click New Report.
  3. Fill in the following details:
    • Report Name — Give it a clear name, e.g., "Weekly Sales Summary" or "Monthly HR Headcount".
    • Data Source — Select where the AI should pull information from (see the section below for supported sources).
    • Instructions / Prompt — Describe what you want the report to cover. For example: "Summarize the key metrics from last week's sales data. Highlight the top 3 performers and any items that missed targets."
  4. Click Save Report.

Your report is now saved as a draft and ready to generate.

TIP

Be as specific as possible in your instructions. Instead of "summarize sales," try "summarize total sales by region for the past 7 days, and flag any region that is more than 10% below last month's average."

Generate a Report Now ​

  1. Open the report from your Auto Report list.
  2. Click Generate Now.
  3. The AI processes your data source and instructions. This usually takes 15–60 seconds.
  4. When it's ready, the report opens on screen.

You can read, scroll, and interact with the output immediately. Use the toolbar to export or share it.

Schedule Automatic Delivery ​

Set up a report to run automatically and land in your inbox — or your team's inboxes — without you lifting a finger.

  1. Open the report and click Schedule.
  2. Choose a frequency: Daily, Weekly, or Monthly.
    • Daily — select the time of day.
    • Weekly — select the day of the week and time.
    • Monthly — select the day of the month (e.g., the 1st) and time.
  3. Enter the recipient email addresses (you can add multiple, separated by commas).
  4. Choose the delivery format: in-app only, or attach as PDF.
  5. Click Save Schedule.

You'll see a "Next run" timestamp on the report card so you always know when the next delivery is.

INFO

All scheduled times are based on your organization's time zone, which is set in Settings → Organization → Profile.

Export to PDF ​

  1. Open any generated report.
  2. Click Export in the top-right toolbar.
  3. Select PDF.
  4. The PDF downloads to your computer.

The exported PDF includes your organization's logo (if set in your profile), the report title, the date generated, and all content sections.

View Report History ​

Every time a report is generated — manually or on schedule — a copy is saved automatically.

  1. Open the report from the Auto Report list.
  2. Click History (clock icon in the top toolbar).
  3. A panel slides open showing all past runs, sorted by date.
  4. Click any entry to view that version of the report.

TIP

Old report versions are stored for 12 months on Pro and Business plans, and indefinitely on Enterprise plans. Hobby plan stores the last 10 runs.

Common Questions ​

Q: What data sources can Auto Report use?A: Auto Report can use files stored in your VENI-AI Drive (PDF, Word, CSV, spreadsheets), documents from VENI-AI Document, and data from HRM (headcount, leave summaries, performance data). Integration with external data sources (databases, third-party apps) is available on Business and Enterprise plans.

Q: How accurate is the AI?A: The AI generates reports based strictly on the data you provide. It does not guess or fill in gaps — if certain data isn't available in the source, it will say so. Always review AI-generated reports before sharing them with stakeholders, especially for financial or compliance purposes.

Q: Can I edit a generated report?A: Yes. Click Edit on any generated report to make manual adjustments. Edited reports are saved as a new version and clearly marked as "Edited" in the history view.

Q: What happens if a scheduled report fails to generate?A: If a report fails, you'll receive an email notification explaining the reason (e.g., a disconnected data source). The failure is also logged in the report's History panel. Fix the issue and click Run Now to generate it manually.

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