Creating Reports
Skopx can generate full documents from your connected data. Instead of copying numbers into a spreadsheet, just ask for a report.
How to Generate a Report
- In the AI chat, describe what you need. For example:
- "Generate a weekly engineering report with PR stats, bug counts, and deployment frequency." - "Create a sales summary for Q1 with revenue by region and top deals." - "Write a monthly customer health report covering support tickets and NPS scores."
- Skopx will query your data sources, compile the results, and format them into a structured document.
- Once the report is generated, click Export to download it as Word, PDF, or Excel.
What You Can Generate
- Status reports. Weekly or monthly updates pulling from Jira, GitHub, and Slack.
- Sales summaries. Revenue breakdowns from your CRM and billing tools.
- Customer health reports. Support ticket trends, usage data, and satisfaction scores.
- Executive briefings. High-level overviews combining data from multiple sources.
- Custom proposals. Data-backed documents with charts and tables.
Customizing Output
You can control the format by being specific in your request:
- "Include a chart showing the trend."
- "Format this as a table with columns for name, revenue, and growth."
- "Keep it to one page."
- "Add section headers for each region."
Tips
- The more specific your request, the better the output.
- You can iterate: "Add a section on customer churn" or "Remove the Slack section."
- Reports use live data from your connected sources, so they are always current.