Report Generation User Guide

This guide walks you through each feature of the Report-Agent, ensuring you maximize its potential for streamlining reporting processes for your team.

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Prerequisite : Selecting Your Team and Service

Before making any queries, it’s essential to specify the Team and Service for accurate responses.

What happens if you skip this step?

If you don’t specify a team or service, the system will prompt you to choose from available options, guiding you toward the right path for precise reporting.

This ensures your query is answered with data relevant to the specific team and service.

📝 Note Always specify both Team and Service to avoid unnecessary prompts and streamline your workflow.

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🔍 Data Inquiry

Overview

The Data Inquiry feature allows you to ask specific questions about your data and receive insightful answers instantly.

📝 Note Ensure your questions are specific and clear to get the most accurate responses.

Demo Video:

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📊 Custom Report Generation

Overview

Generate reports tailored to your specific needs with the Custom Report Generation feature.

How to Use

1. Go to the Custom Report Generation section.

2. Select the data parameters for the report, such as date range, metrics, and filters.

3. Click Generate Report. The report will be displayed in your chosen format (PDF, Excel, etc.).

📝 Note Double-check your selected parameters to ensure the report meets your expectations.

Demo Video:

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📝 Report Template Creation

Overview

Create reusable templates to save time and maintain consistency across reports.

How to Use

1. Open the Template Creation section.

2. Define the structure of your template, including headers, data fields, and formatting.

3. Save the template for future use.

📝 Note Well-structured templates can significantly reduce the time required for recurring reports.

Example Screenshot:

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📂 Template Retrieval

Overview

Easily retrieve and use previously saved templates to streamline your reporting tasks.

📝 Note Ensure the selected template aligns with your current data structure to avoid discrepancies.

Demo Video:

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