> For the complete documentation index, see [llms.txt](https://boundaryai.gitbook.io/boundaryai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://boundaryai.gitbook.io/boundaryai-docs/analysing-your-feedback/reports.md). # Reports Turn any feedback group into a shareable report. A **report** turns the analysis of a feedback group into a polished, shareable document: an executive summary, the themes and grouped themes, sentiment, Custom Monitoring results, NPS, and recommended actions, all in one place. Reports are ideal for stakeholders who do not log into BAI Analytics day to day. Reports are **scoped to a feedback group**, so a single report can summarise everything across that group's surveys, uploads, connectors, and agents, or you can narrow it to specific sources or a time range. {% hint style="info" %} Reports are enabled per organisation by the BAI Analytics team. Some capabilities described here, such as report designs and additional report layouts, are separate options that your organisation may or may not have enabled. Contact your BAI Analytics representative if you would like them turned on. {% endhint %} *** ## What's in a report * An executive summary of the period * Headline themes and grouped themes, each with a detailed analysis card and representative quotes (the twelve most-mentioned are pre-selected; you choose which ones get a card) * A priority matrix and a sentiment breakdown * Monitor activity: counts by category, with sample comments * NPS and other quantitative charts, where present * Optionally, the AI-generated **Recommended actions** section A quote is used only once per report, so the same verbatim never illustrates two different grouped themes. The executive summary only concludes that no action is needed when the negative figures it weighed support that, so a report carrying a large negative signal describes it rather than reassuring. Reports and the date ranges you pick for them (last month, last quarter, a custom range) filter by when the feedback actually happened, not by when it was analysed, so a report for "last month" reflects last month's experience even if some of it was only analysed afterwards. *** ## Where reports live Every feedback group has a **Feedback Group Reports** panel. Open it to find two tabs: * **Reports**: every generated report and every recurring report schedule for this group, with its status (Completed, Generating, Scheduled, Failed, PDF Expired). * **Period-close reports**: the automatic reports that are created and emailed whenever a tracked period closes (see below). The **Report settings** menu in the same panel holds the group's report configuration: **Report designs** (when enabled for your organisation) and **Report source weighting**, which sets how much each source contributes to generated reports without changing dashboard analysis, themes, or charts. *** ## Creating a report {% stepper %} {% step %} ### Open the feedback group Go to the feedback group you want to report on and click **New Report** in the Reports panel. From a period view the report is scoped to that period; from the Overall view it is a one-time snapshot across every period. {% endstep %} {% step %} ### Choose the scope and period Give the report a name (one is generated for you if you leave it), pick the **Sources** to cover, and choose a period: **Since the beginning**, **Last month**, **Last 3 months**, **Last 6 months**, **Last 12 months**, or **Custom** dates. The response count for your selection is shown as you go. {% endstep %} {% step %} ### Pick a frequency and a design **Frequency** is **One-time**, **Monthly**, **Quarterly**, or **Annual**. If report designs are enabled for your organisation, choose a **Feedback group report design** here, or keep the standard report. See [Report designs](/boundaryai-docs/analysing-your-feedback/reports/report-designs.md). {% endstep %} {% step %} ### Advanced options, then generate **Advanced options** groups the finer settings in three tabs: * **Content**: the **Report language** (English, French, or Spanish), whether to include **Recommended actions**, and which **Detailed themes** get their own analysis card. * **Delivery**: **Dashboard** and/or **Email** (with the recipients), and for one-time reports the **Report format**: PDF, Word (.docx), and/or PowerPoint (.pptx). * **Branding**: the logos printed on this report (see below). Click **Generate report** (or **Create schedule** for a recurring one). Generation runs in the background; a notification tells you when the report is ready. {% endstep %} {% endstepper %} {% hint style="info" %} **Source report or feedback group report?** When report designs are enabled and you select a single source, the dialog offers a **Source report**: the full analysis of that one source, saved as a PDF with the source itself. A **Feedback group report** remains available for the same source, and is the only option once you select several sources, a custom date range, or a recurring frequency. You can also start a source report from the source's own analysis page with **Build a Report**. {% endhint %} *** ## Scheduling recurring reports A recurring schedule (**Monthly**, **Quarterly**, or **Annual**) generates the report automatically each period as a PDF and delivers it the way you chose. Each schedule appears in the Reports tab with its next run date, and you can **Pause**, **Resume**, **Edit**, or **Generate now** at any time. A schedule that uses a report design either **follows the current default** (so future default changes apply) or is **pinned** to the design you picked, and the dialog tells you which. {% hint style="info" %} Tracking feedback in periods (weeks, months, quarters)? A **period-close report** emails itself automatically whenever a tracked period ends, instead of on a fixed calendar schedule, and is also added to the group's Reports tab with an **Automatic** badge. Set these up from the **Period-close reports** tab. See [Subscribing to period reports](/boundaryai-docs/analysing-your-feedback/tracking-feedback-over-time-evolution.md#automatic-period-reports). {% endhint %} A period-close report can wait a number of hours after the period ends so late-arriving feedback still lands in it. If you later shorten the group's periods so that a saved delay no longer fits, BAI Analytics asks you to reset the affected delays before applying the change rather than silently dropping the report; a report whose timing needs a look is marked **Send timing needs review** in the panel. If the group switches to one all-time analysis, its period-close reports are paused and resume when period tracking is turned back on. *** ## Viewing, downloading, and sharing Click a report to open it in the viewer. From there you can: * **Download** it as PDF, Word (.docx), or PowerPoint (.pptx), and **Download data (Excel)** for the underlying figures. PDF and Word are generated separately and can differ slightly in layout. * **Print** it. * **Send it by email** to organisation members or external recipients. * **Share** it with a public link. Anyone with the link can view the report's PDF without logging in; the link expires after 30 days and you can **Revoke** it at any time. Shared reports carry a **Shared** badge in the list. A report's PDF is kept for a while, then expires; a **PDF Expired** report can be regenerated in one click from the list or the viewer, and if it is regenerated elsewhere (another tab, or a schedule's **Generate now**) the viewer picks up the new version instead of showing the old one. *** ## Branding your reports Every generated report can carry your own logo instead of the standard mark: * **Upload a logo** in any report dialog (survey PDF, feedback-group report, theme or monitor PDF, scheduled reports). An upload applies to that one report only. * **Save as default** stores the logo for you in this organisation, so every future report, including scheduled and period-close runs, picks it up automatically with no re-upload. * Add an optional **second logo** to co-brand a deliverable: the two marks render side by side. Per logo slot, the report uses this report's upload if there is one, otherwise the logo saved with the report design it uses, otherwise your saved default, otherwise your organisation's logo, otherwise the standard mark. With nothing configured, reports look exactly as before. For full control over colours, fonts, sections, and page layouts, use [Report designs](/boundaryai-docs/analysing-your-feedback/reports/report-designs.md). *** ## Per-source PDFs Any single source can also be exported as its own PDF from its analysis page with **Build a Report**. Every report you generate for a source is saved with it under **Generated Reports**, where you can preview, download (PDF, Word, or PPTX), email, or delete it. If report designs are enabled, pick a **Source report design** in the dialog. For review-platform sources (Google Reviews, Trustpilot, TripAdvisor, Avis Vérifiés) the PDF uses a dedicated template: the cover carries the platform's identity, a star-rating summary, and a health score, and three review-specific pages can be toggled in the customisation dialog: * **Ratings & trend**: average rating, a 5-to-1 star histogram, and how volume and rating moved vs the previous period. * **Reviews to answer**: the period's 1-2 star reviews, newest first. The operational to-do list. * **Customer voices**: representative quotes grouped as what to keep, what to watch, and what to improve. *** ## Theme and monitor reports Any theme, monitor, grouped theme, or grouped monitor can be exported on its own from its analysis view with **Export**: a **Theme Report** or **Monitor Report** PDF with an introduction, a short or in-depth summary, sub-categories, and supporting evidence, or a **Raw Data Excel File** of all its comments. Select several items to **Download Multiple Reports** at once, as separate PDFs in a ZIP or as one combined PDF. For the Excel export, a **Columns to include** picker lets you choose exactly which fields to bring along: the comment text, sub-theme or sub-category, sentiment, and any of that source's own respondent-metadata fields, so a multi-source export can mix in each source's relevant metadata rather than a fixed set of columns. *** ## Formats Reports can be exported as **PDF**, **Word (.docx)**, or **PowerPoint (.pptx)**, with the underlying figures available as an **Excel** data file. Word export is not available for fully custom page layouts; use the PDF or PowerPoint to preserve the layout. {% hint style="info" %} Reports inherit the group's structure, so as your feedback grows the same report keeps working. There is no need to rebuild it each cycle. {% endhint %} For the groups that reports summarise, see [Feedback Groups](/boundaryai-docs/feedback-groups/feedback-groups.md). For the signals a report can highlight, see [Custom Monitoring](/boundaryai-docs/analysing-your-feedback/custom-monitoring.md). To control how your reports look, see [Report designs](/boundaryai-docs/analysing-your-feedback/reports/report-designs.md).