Product / AI Reports

Turn business performance into an executive story.

Bring metrics, graphs, and AI-generated commentary together in modern, customizable reports. Create professional A4 documents and export them as PDFs for leadership reviews, board meetings, and business updates.

Explore AI Reports

Report library

From Genius Analytics

Revenue vs plan

Margin by region

Smart AI text

KPI strip

Export as PDF

MERIDIAN HOLDINGS

Q3 Executive Review

Board meeting · October 2026

Revenue

$1.42B

+6.4%

EBITDA

$284M

+1.2pp

Free cash flow

$96.4M

−$4.2M

Drop a graph here

Drop Smart AI text here

Meridian Holdings · ConfidentialPage 2 of 12

An executive report should make performance easy to understand. It should highlight what changed, explain why it matters, and bring attention to the decisions ahead. And it doesn’t have to be built by hand every time: automate its creation and delivery.

Genius AI Reports combines your analytics with explanatory text in a structured reporting experience. Build reports around your audience, connect visual evidence with business context, and use AI to help develop summaries and commentary.

From operational reviews to board updates, create a clear narrative around the information that matters.

Key capabilities

Build reports that inform and engage.

Executive Report Templates

Start with a template suited to your reporting needs. Organize performance summaries, operational reviews, financial updates, and other executive communications into a clear structure.

Board update

Operational review

Financial update

Your Brand. Your Presentation.

Customize covers, colors, and layouts to reflect your company’s identity. Create a consistent presentation across departments and reporting periods.

Annual Business Review

Colors

Cover

Full-bleed · logo top left

Layout

Two columns · wide graphs

Connected Metrics and Graphs

Bring graphs and metrics from Genius Analytics into your reports. Build your narrative around the same business definitions used in your dashboards.

Gross margin % by quarter

Analytics

Same definition as your dashboards

Smart AI Commentary

Use AI to develop executive summaries, explain performance changes, and highlight findings that deserve attention. Review and refine the commentary to reflect the message you want to communicate.

Smart AI · Commentary

Margin improved for the third quarter in a row, up 1.2 points, as pricing held while freight costs eased. Southeast remains the exception.

ShorterMore detailRegenerate

Flexible Report Composition

Drag graphs and Smart AI text into designated report sections. Arrange visualizations and explanations to guide your audience through the information.

Graph sectionDrop Smart AI text

Smart AI text

A4 Design and PDF Export

Create reports formatted for A4 presentation and export them as PDFs, ready for distribution to executives, board members, and other stakeholders.

Q3 Executive Review

210 × 297 mmA4

PDFQ3-Executive-Review.pdf12 pages · A4 · 3.2 MBDownload

Executive committeeBoard membersRegional leaders

How it works

From connected analytics to a finished report.

01
STEP 01
Choose your template.
Select a structure and customize its cover, colors, and layout.
02
STEP 02
Add your graphs and metrics.
Bring the relevant analytical content into your report.
03
STEP 03
Develop the narrative.
Add your own explanations or use Smart AI text to help prepare summaries and commentary.
04
STEP 04
Review and export.
Refine the content and presentation, then export your report as a PDF.
05
STEP 05
Automate creation and delivery.
Schedule the report to be generated with the latest data and sent to the right people, every week, month, or quarter.

Business benefits

Make business results easier to communicate.

01
Executive clarity
Bring key results, relevant context, and priorities into a focused document.
02
Consistent information
Connect reporting to the metrics and definitions used across your analytics.
03
Less manual assembly
Combine existing graphs, reusable templates, and AI-assisted writing.
04
Professional presentation
Deliver a cohesive visual experience aligned with your company’s identity.

Fully Managed

We run the platform for you. Your team just uses the intelligence.

Implementation, integration, configuration and ongoing management, all handled by Genius Lab.

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Connected to Genius

One connected foundation for analysis and communication.

AI Reports builds on the prepared data from Data Manager and the metrics and graphs created in Analytics.

Genius Cortex contributes business knowledge and relevant events, while AI Agents support analysis and recommendations. Automation can bring report preparation into configured recurring workflows.

Together, these capabilities help turn business information into a clear executive narrative.

Genius Platform

Integrate · Prepare · Understand · Act