AI report generator

Bring the spreadsheets, campaign exports, or project notes behind your client update. Okou turns them into an editable Word report with a clear summary, checked metrics, source references, and next steps for review.

Describe the report and who will read it

Opens a task in Okou. Sign in and add your source files; AI runs use credits. The starter Word template is free to download.Create my client report
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What is an AI report generator?

An AI report generator organizes source material into a document a client or manager can review. It connects the work completed, the measured results, and the decisions needed, with the evidence and its limits close to each claim.

Choose a report when you need a dated narrative, commentary, and recommendations in Word or PDF. Choose the AI dashboard builder for a visual view of spreadsheet metrics, or Excel to PPT for a meeting deck. The same evidence can support each format, but the deliverable serves a different job.

Source files → checked findings → summary → evidence → next stepsBUYER-FIRST HIERARCHYSource files01checked findings02summary03evidence04next steps05

How to create a client report with AI

Keep the result traceable from the input to the final recommendation.

  1. 01

    Supply the evidence

    Upload exports and notes. Name the client, date range, metric definitions, and desired document format.

  2. 02

    Check before interpreting

    Reconcile totals and comparable periods. Identify gaps, duplicates, and attribution differences.

  3. 03

    Review the report

    Check the executive summary, source table, limitations, and proposed actions before sharing.

What business reports can you create?

Match the document to the decision your reader needs to make.

  • Marketing performance reports

    Completed work, campaign results, attribution limits, and next-period priorities.

  • Social media reports

    Content themes and measured engagement with the account, period, and sample stated.

  • Client progress reports

    Deliverables completed, blockers, decisions, dependencies, and accountable next steps.

  • Management reports

    Checked KPIs, period comparisons, risks, and recommendations supported by source files.

How to turn a client report into a meeting deck

Use the reviewed report as the source for an executive readout, keeping the figures and limitations attached.

Open report to PPT
How to turn a client report into a meeting deck01What is an AIreportgenerator?02How to turn aclient reportinto a meetingdeck03Open report toPPT

A report that keeps the denominator visible

Illustrative figures from the downloadable sample workbook, not customer performance.

Synthetic campaign inputs

Search campaign
USD 1,200 spend, 40 attributed conversions, USD 4,000 attributed revenue.
Social campaign
USD 800 spend, 20 attributed conversions, USD 1,600 attributed revenue.
Comparison limits
One fictional month, one currency, and a shared 7-day click attribution window. No prior period is supplied.

Checked findings

  1. Calculate from totals

    USD 2,000 total spend and 60 attributed conversions give USD 33.33 CPA. Do not average the channel CPAs.

  2. Keep revenue qualified

    USD 5,600 attributed revenue divided by USD 2,000 spend gives 2.8× ROAS. This is not a profit or incrementality measure.

  3. Keep the next step conditional

    Request the previous period and tracking context before claiming growth or recommending a budget shift.

The sample is for practice. Replace it with your own exports before preparing a real client report.

Resultados melhores com conectores

Bring the source material and choose the reporting period. Review the findings before you share them.

Conectores úteis

  • Google Sheets
  • Google Docs
  • Google Drive

Prepare your next client report

Use the reviewed report as the source for an executive readout, keeping the figures and limitations attached.

Create my client reportVer exemplos de workflows

AI report generator FAQs

Which files can I start from?

Start with Excel or CSV exports, existing documents, and project notes. Explain what each file represents and which source is authoritative if figures disagree.

How does a report differ from a dashboard?

A report captures a period's results, commentary, evidence, and next steps in a document. A dashboard emphasizes charts and metrics for repeated viewing. Use the dashboard builder when that is the format your team needs.

Can I export the report to Word or PDF?

Ask for an editable Word document to keep revising it. Request a PDF when you are ready to share a fixed version, and retain the source files and calculation workbook for review.

Can it report on competitors' social accounts?

Yes, using available public evidence or material you supply. The report should state the sample and access limits. Private reach, saves, audience demographics, and sales remain unknown without authorized first-party data.

Is it free?

The starter Word template and sample workbook are free to download without an account. Creating an AI report opens in Okou after sign-in and uses credits.

O Okou também tem: criador de painéis com IA, excel para PPT, relatório para PPT e análise de concorrentes no Instagram.

Prepare your next client report

Bring the source material and choose the reporting period. Review the findings before you share them.

Create my client report