Create a Q Report

Method 1: Generate a report with AI

Use cases:

• Large and scattered datasets: Manual reporting requires you to find, analyze, and organize data, which is time-consuming with large datasets. Q-Report automatically fetches and analyzes data based on your instructions to generate a structured report.

• In-depth analysis in specialized domains: For deep insights into areas such as finance and business operations, conventional analysis may only list data points without connecting them to business scenarios or predicting trends. Q-Report can assess current performance, forecast trends, identify risks, and suggest strategies.

• Quick support for decision-making: When management needs to quickly understand business status or when teams need to monitor risks, manual reports are often too slow. Q-Report rapidly generates reports from project data and summarizes key risks.

The following steps describe how to generate a report with AI.

1. In the command dialog box, configure the following information.

   Input	Recommendation
   Try a Demo	To quickly get started with Q-Report using sample data, click Try a Demo in the dialog box. This action automatically populates the prompt and reference material with an example topic: 618 Promotion Campaign Optimization Analysis Report.
   Prompt	Template input	Quick BI includes built-in prompt templates for various scenarios, such as business analysis and weekly or monthly reports. You can also study these templates to create a custom prompt for your business needs. In the dialog box, click Prompt Template or the icon to open and select a prompt template. After you select a template, replace the placeholder keywords with your actual business information to ensure the generated execution plan meets your requirements. For example, you might change the time period in the business analysis template to "2020" and add "cost and profit analysis" to the content section. Note All content in the prompt template is editable, not just the text inside the blue boxes.
   	Custom input	If the built-in prompt templates do not meet your needs, you can write a custom prompt. For best results, include the following details: ① Your role, such as Analyst or Operations Specialist. ② The analysis context and objective. For example, "Analyze this month's business data to support financial decisions." ③ The report type, such as a monthly report or business analysis. ④ The desired report sections, such as "Key Metrics Overview" and "Problem Analysis and Improvement Suggestions." ⑤ Any specific requirements for the report, such as "Provide practical guidance" or "Ensure the plan is actionable and trackable."
   Reference material	Click the icon to upload reference material. You can upload the following types of material: Dataset: You can select up to three datasets that you have permission to use and that have been successfully learned by the system. Dashboard: You can select a dashboard or specific chart components within a dashboard as data sources for the report. Local file: You can upload up to five Word, Excel, CSV, or PDF files. Each file must be 10 MB or smaller. Note To select a dataset, you must first complete the following steps. Otherwise, the dataset will not appear in the Select Dataset dialog box. ① The dataset has been learned in Data Query Configuration. For more information, see Data Query Configuration. ② You have been granted query permissions for the dataset. For more information, see Data Query Permission Configuration. You can upload different types of reference material at the same time. For example, you can add a business dataset as the primary data source and upload a Word document for supplementary business logic. If you add a dashboard as a reference and filter the data in a selected chart component (for example, filtering a sales table to show only January-June data), the report is generated based on the filtered data. For Excel files, a maximum of 10 sheets can be processed. Data in any additional sheets is ignored. To ensure the system can effectively learn from your materials, follow these recommendations: In an Excel file, store your business data in structured tables, such as activity details or sales figures. This helps the system recognize and extract the data. In a Word document, provide information about business logic and calculation formulas, such as marketing campaign formulas or business analysis logic. This helps the system learn your business context and produce more relevant reports.
   Enable Enterprise Knowledge Base Search	Choose whether to enable enterprise knowledge base search and select a knowledge base to associate with your query. When enabled, the large model uses business information from the associated knowledge base to generate reports that are better aligned with your company's context and management logic. Note A knowledge base is available for selection only if an organization administrator has configured and enabled it in Organization Management. For instructions on configuring a knowledge base, see Knowledge Base Management.
   Analysis Idea Choose whether to specify an analysis idea.	Enterprise Knowledge	The Enterprise Knowledge tab displays common knowledge content configured and maintained across your organization. This standardizes data analysis methods and content structure so that reports from different team members meet organizational standards. You can select an analysis idea or a content template. Analysis idea: Specifies only the analysis idea. An analysis idea guides the system to generate report content that aligns with your company's analytical logic, avoiding generic results disconnected from your business. The large model will determine the report's presentation structure. If you have specific layout requirements, you can switch to the Content Template tab and select a template, or define the structure using a prompt or by uploading a file. Content template: Specifies both the analysis idea and the output structure. A content template lets you use your company's standard report frameworks while ensuring the analytical logic meets your expectations. Click the icon next to an analysis idea or content template to preview its details in the Specify Analysis Idea dialog box. Note If you do not specify an analysis idea, the large model will automatically plan one based on your prompt. An analysis idea or content template is available for selection only if an organization administrator has configured and enabled it in Organization Management. For more information, see Knowledge Base Management.
   	Personal Knowledge	The Personal Knowledge tab displays your private analysis ideas and content templates. Upload knowledge derived from your role and experience to generate reports aligned with your specific work needs. Click Add Content Template/Add Analysis Idea to add new personal knowledge. You can import from an existing document or add it manually. Click Import from Existing Document and upload a knowledge file in the dialog box. Note Only .doc and .pdf files under 10 MB are supported. After the system parses the file, you can preview the content. Review and edit the knowledge as needed, and then click Finish. Click Add Manually, enter the knowledge content in the dialog box, and click Finish. After the knowledge is added, it appears in your personal knowledge list. You can: Select a knowledge item to apply it during report generation. Click the icon and enter a keyword to search for a specific knowledge item. Click the icon to preview the knowledge details in the Specify Analysis Idea dialog box. You can also edit, delete, or add new items here. Click the icon to edit the content of a knowledge item. Click the icon to delete a knowledge item that is no longer needed. Note Personal knowledge is private and visible only to the user who uploaded it. It is not synced with the enterprise knowledge base in Organization Management. When a creator shares a report that was generated using personal knowledge, collaborators can update data and regenerate it. However, they cannot use the creator's personal knowledge for other tasks, such as generating a new report from scratch.

2. Click the icon in the lower-right corner of the dialog box to send your command. The system opens the execution plan generation page. If you no longer need the plan, you can click the icon to stop the generation process.

   Note

   Q-Report supports asynchronous generation tasks that run in the background. For more information, see Asynchronous generation in this topic.

   

3. After the execution plan is generated, it is displayed on the page in sections. You can:

   • Click the icon next to Thinking complete to expand and view the large model's thinking process. Understand the basis for each part of the execution plan to identify potential comprehension errors by the large model.

   • Click Modify to correct unexpected output. For example, delete unnecessary parts or merge several steps into one to optimize the execution plan.

   • Click OK to confirm and run the current plan. The system then automatically generates an intelligent data report based on the plan's steps and content.

4. While the plan executes, you can see its progress and the inference process on the right side of the page.

   Generating the execution plan and inferring report content can take a long time. To avoid blocking your work, Q-Report supports asynchronous background generation. If you close the browser or switch to other Quick BI pages during generation, the task continues in the background.You can check the status of the current generation task in the dialog box on the Q-Report page and perform the following actions as needed.

   Execution status	Description	Available actions
   Generating report	The execution plan or report content is being generated.	View: Click View to go to the generation page and view the details of the execution plan or report. Stop: Click the icon to stop the task if you no longer need to generate the current content.
   Report pending confirmation	The initial execution plan for the report has been generated.	View: Click View to go to the generation page to further confirm or adjust the analysis logic.
   Report generated	The report content generation task is complete.	View: Click View to go to the report preview page and view the report details.
   Report generation failed	The generation task for the execution plan or report content failed due to a system error or other issue.	View: Click View to go to the generation page to see the specific reason for the failure. As needed, choose to rerun or stop the current task.

   Note

   An account cannot generate multiple reports at the same time. If a report is already being generated for your account, including one that is being generated asynchronously in the background, you cannot open another page to create a new report generation task.

5. After the plan finishes executing, the results are automatically displayed on the left side of the page, and the execution process is collapsed in the panel on the right. To view the results and the corresponding execution process, click the icon next to Execution complete to expand the panel.If the report finishes generating while you are on another Quick BI page, such as Intelligent Q, My Dashboards, Enterprise Portal, the workbench list page, Open Platform, or Template Marketplace, a Report generated pop-up notification appears. Click Open report to go directly to the report preview page and view the details.

   You can also perform the following actions on the report preview page.

   Action	Description
   Switch chart type	The system automatically selects chart types based on the use case and data during report generation. If a chart does not meet your expectations, you can change its display format on the current page.
   View generation process	After the report is generated, an icon appears next to key metrics and data conclusions. Click this icon to view the generation process in the Execution process panel, which helps you trace and verify the data analysis.

6. Click Generate report document and edit to go to the report editing page. On this page, you can:

   • View generation process and referenced resources: Trace the generation process of key data in the report to verify the analysis.

     Note

     To provide a better final delivery and reading experience, you cannot view the generation process and referenced resources on the report preview page.

   • Adjust execution panel width: Drag to adjust the width of the execution panel on the editing page to better suit your workflow.

   • Edit report content: Adjust the page style and visualization format, or enrich the report by inserting charts and data queries. For more information, see Edit Q-Report.

Method 2: Create a blank report

Use cases:

• When you need full creative control over the report content: For reports that require a high degree of creativity or personalization, start with a blank report. Use the document editing features and AI assistant in Q-Report to build a professional, customized report.

The following steps describe how to create a blank report.

1. Click New Blank Report.

2. On the report editing page, you can ① change the report name, ② write and style the report content, and ③ add charts and other resources. For more information, see Edit Q-Report.

3. After you finish creating the report, click Save or Save and Publish as needed.

   Note

   Only reports with a Published status can be shared. Saved reports cannot be shared.