Intelligent Reporting uses intelligent analysis agent technology to transform the tedious report creation process. It replaces manual tasks such as data retrieval, analysis, and screenshot compilation with automated data acquisition, insights, and dynamic integration.
Whether creating recurring weekly reports or generating a quick business analysis, Intelligent Reporting helps you transition from manual analysis to intelligent, data-driven decision-making.
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Intelligent Reporting is a value-added module that must be purchased separately. After purchase, an organization administrator can assign seats to organization members on the member management page. Members without an assigned seat cannot use the Intelligent Reporting feature. For detailed instructions, see Manage organization users.
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This feature is currently available only in the China (Hong Kong) and Singapore regions. It will be rolled out to other regions soon.
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Intelligent Reporting is available for the Advanced Edition and Professional Edition, but not for the Personal Edition.
Use Cases
Intelligent Reporting combines intelligent content generation with dynamic metrics to reduce manual workload and keep information timely. It applies to scenarios such as tracking marketing campaign performance, analyzing business topics, preparing for customer visits, and monitoring product quality.
Use Case 1: Marketing campaigns
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Scenario: A company's marketing operations team is planning for an upcoming 618 promotional campaign. To create an effective strategy, they must reference data and performance results from the previous quarter's promotional activities.
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Solution Comparison: The following table compares the traditional approach with Intelligent Reporting in this scenario.
Traditional approach (before)
Intelligent approach (after)
Traditional marketing campaign reporting requires manual data retrieval, analysis, and screenshot compilation. This process is labor-intensive and prone to human error.
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Manual data retrieval: You must manually extract data from multiple systems (for example, a CRM system) or various spreadsheets to gather information on user behavior, sales data, and time-based distributions.
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Manual analysis and screenshots: You have to calculate metrics like conversion rates and average daily sales using formulas, create charts manually, and then capture and insert screenshots into the document.
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Manual analysis and summary: You must write analysis conclusions and strategic recommendations.
Intelligent Reporting can quickly generate reports from simple prompts.
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Automated data retrieval: Automatically extracts and consolidates relevant data from your provided data resources based on the executed analysis plan.
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Embedded visual charts: Intelligent Reporting automatically generates suitable charts based on analysis requirements and data performance. You can also directly embed charts created in Quick BI into your report.
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Intelligent content generation: Automatically generates structured content and provides analytical insights based on the analysis results.
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Use Case 2: Business analysis
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Scenario: A company's financial analysts create a monthly business performance analysis report for a monthly business review meeting. The report supports business and financial decisions by providing deep insights, allowing decision-makers to quickly grasp key financial issues without sifting through lengthy statements.
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Solution Comparison: The following table compares the traditional approach with Intelligent Reporting in this scenario.
Traditional approach (before)
Intelligent approach (after)
Traditional business report creation is a lengthy process, which can lead to outdated information and a lack of deep insights.
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Long creation cycle: Reports must be recreated with the latest data every month. This repetitive work is time-consuming, which delays data aggregation and report generation. As a result, decision-makers cannot access real-time data.
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Difficulty integrating data with business knowledge: Key information, such as operational data and internal business knowledge, is often scattered. Without an effective integration mechanism, data analysis is disconnected from internal business knowledge, and reports fail to reflect the full business context.
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Insufficient depth of insight: Analysis often stops at data presentation. This disconnects analysis from decision-making.
Intelligent Reporting combines static document content with dynamic metrics. It can automatically retrieve metric data to generate a dynamic report based on a fixed monthly report structure.
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Dynamic report data updates: It can dynamically retrieve data based on a fixed report structure. This eliminates the need to repeat the tedious process of data collection and content creation, significantly shortening the report creation cycle.
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Intelligent association of data and knowledge: By uploading internal business knowledge as local files (for example, Word documents) and combining it with existing business datasets and reports in Quick BI, you can deeply integrate data with internal knowledge to create analysis reports that better reflect your company's business context.
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Intelligent in-depth insights: Powered by the inference capabilities of a large model, it applies various algorithmic models to intelligently generate insights on data performance and recommend corresponding strategies.
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Use Case 3: Customer visits
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Scenario: Before visiting a client, a sales representative needs to create a visit report to review key information, such as the client's status and collaboration history. This helps in formulating a more effective visit strategy and building a stronger client relationship.
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Solution Comparison: The following table compares the traditional approach with Intelligent Reporting in this scenario.
Traditional approach (before)
Intelligent approach (after)
Preparing for a customer visit traditionally requires advance work, such as gathering client information and reviewing historical collaboration data. This process is highly dependent on manual effort and has information limitations.
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Time-consuming data collection and integration: Client data is spread across different systems, such as CRM and ERP systems. Manually collecting and integrating this data is time-consuming.
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Limited information resource integration: It is difficult to systematically combine multi-source information, such as the client's recent activities and industry trends, resulting in a lack of a comprehensive perspective and deep correlation analysis.
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Analysis depends on personal experience: Analysis relies on the sales representative's personal experience and judgment, which can lead to limitations and a lack of depth.
Intelligent Reporting can generate a visit report with a single click.
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Automated data acquisition: Based on existing client data reports and other resources in Quick BI, the system can automatically retrieve data according to the analysis plan. This eliminates the need for manual data stitching and significantly reduces preparation time.
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Intelligent data analysis: It leverages the analytical capabilities of a large model to provide intelligent insights into client behavior and collaboration history. This helps in formulating visit strategies and broadening approaches to managing client relationships.
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Features
Intelligent Reporting integrates intelligent content generation with document editing capabilities to streamline writing, analyzing, and sharing data reports. It transforms raw business data and static visual reports into shareable, actionable insights through automated analysis logic generation, data retrieval, visualization, and document authoring.
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Intelligent content generation: Create reports with one click
Enter a prompt based on your analysis needs, and the system handles the entire report generation process — building an intelligent analysis logic, performing automated data retrieval and insight generation, and integrating content into a narrative — to produce a well-structured Intelligent Report.
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Building an intelligent analysis logic: Based on the inference capabilities of large models like DeepSeek, the system analyzes your prompt to quickly derive a data analysis logic tailored to your industry and analytical needs.
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Automated data retrieval and insight generation: Based on the confirmed data analysis plan, the system retrieves and interprets the required data. It then automatically generates clear, intuitive visualizations and provides insights and recommendations based on the actual data performance.
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Integrating content into a narrative: The system weaves the intelligently generated data interpretations and visualizations together with a contextual narrative, forming a structured, intelligent report.
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Document editing capability: Flexibly edit report content
After generating a report, you can use Quick BI's editing features to modify its content. This ensures the report aligns with your specific business needs.
On the editing page, you can adjust the report's page style, text formatting, and other visual elements as needed. You can also enrich the report by importing more charts, adding an intelligent Q&A session, or performing a deeper analysis on a specific section by using the insight analysis feature.
Workflow
The following table outlines the Intelligent Reporting workflow.
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Step |
Action |
Description |
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1 |
Create a new Intelligent Report. You can choose a creation method based on your analysis needs:
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2 |
After creating the report, you can adjust its content, text styles, and layout on the editing page. You can also directly import an existing dashboard, data interpretation, or intelligent Q&A result into the Intelligent Report. The editing page supports text editing and integrates intelligent Q&A, analysis, and chart importing to help you complete the process from data integration to content presentation. |
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After creating the report, you can share it with others for viewing. On the report list page, you can also view and manage existing reports or set report permissions. |
Account Permissions
The following table describes the account permissions required for Intelligent Reporting operations.
Intelligent Reporting is an organization-level feature, and by default, all users within the organization can use it. If your organization needs to restrict access, you can configure usage permissions in custom roles to control which users can use Intelligent Reporting. For detailed instructions, see Report usage permissions.
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Operation type |
Permission description |
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Create |
Once an organization administrator adds and assigns a seat to a user, that user—whether a developer, analyst, or viewer—can use Intelligent Reporting to create reports. |
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Edit |
By default, you can edit the reports you create. When you need to collaborate with team members to complete or maintain a report, you can grant editing permissions to specific members through collaborative authorization. |
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View |
By default, you can view the reports you create. You can also allow others to view your report by using the share feature. If you select Generate data results based on viewer permissions when saving the report, the system dynamically queries data based on the viewer's permissions each time they open the report. For more details, see Save a report. |
