The AI Report page in ExactFlow helps authorized users create clear, detailed performance reports using AI. These reports are useful for monthly reviews, management meetings, audits, and performance analysis.

This page is restricted. Only authorized users (such as managers, admins, or approved team leads) can view and use this feature. If you do not have permission, this page will not be visible to you.

How to Open the AI Report Page

• Log in to your ExactFlow account.

• From the left sidebar, click Operational Agent.

• Expand Performance Management.

• Click AI Reports

You will now see the AI-Powered Report Generation page.

Page Header

At the top of the page, you will see:

• The title AI-Powered Report Generation

• A short description explaining that AI is used to create performance reports

• Labels such as:

  • AI-Powered Report

  • Real-time

This confirms that the reports are generated using live data and AI analysis.

Report Type Tabs

Below the header, you will see two tabs.

Export AI-Powered Report

• This option lets the system automatically generate a report using AI.

• Best for quick insights and summaries.

Manual Export Monthly Report

• This option lets you manually choose a month and export a report.

• Useful when you need a fixed monthly document.

Click on a tab to switch between these two report types.

Report Configuration Section

This is where you set up your report before generating or exporting it.

Date Range / Month

• Choose a date range or a specific month (for example, January 2026).

• The report will only include data from this period.

Team Selector

• The default option is All Teams.

• You can select a specific team if needed.

• This helps focus the report on one department or group.

Search User

• You can search for a specific employee by:

  • Name

  • Email

  • Username

• Leave this empty if you want data for everyone.

Generate AI Report

• Click Generate AI Report.

• The system analyzes the data and creates a smart performance report.

• This may take a few seconds.

Manual Export Monthly Report

• Select the month and the team.

• Search User

• Choose the file format for the report.

• Common option: PDF

• This makes the report easy to download and share.

Export Report

• Click Export Report in manual mode.

• The report will be downloaded in the selected format.

Report History Section

This section shows a list of reports that were generated earlier.

For each report, you can see:

• User: Who generated the report

• Range: selected date or month

• Date: data period covered

• Report Generated Date: when the report was created

This helps you:

• Track report activity

• Avoid generating duplicate reports

• Reconfirm past exports

You can also hide or show this section if you want a cleaner screen.

When Data Is Not Visible

If you see empty fields or no reports, it usually means:

• No data exists for the selected period

• Filters are too specific

• You do not have permission for certain data

This is normal and not an error.

Summary

The ExactFlow AI Report Page allows authorized users to:

• Create smart, AI-driven performance reports

• Export monthly performance data

• Filter reports by team and user

• Review report history in one place

This page saves time, reduces manual work, and helps decision-makers clearly understand performance data.