Generating Your First Report
Connect your tools and ask Alexia.ai to create data-driven reports in natural language
Overview
Generating reports with Alexia.ai is as simple as asking. No templates to configure, no data to export - just describe what you want and Alexia.ai builds it from your connected data sources.
Connect Your Tools for Better Reports
Alexia.ai generates the most accurate, concrete reports when your business tools are integrated. By connecting your platforms, Alexia.ai can pull real-time data across all your databases and systems - combining information from multiple sources into a single, unified report. Without integrations, reports are limited to manually provided data. With integrations, Alexia.ai cross-references data across platforms to surface deeper insights.
- HubSpot / Salesforce - CRM data, deal pipelines, lead tracking, and customer interactions
- Xero / QuickBooks - Financial data, revenue, expenses, P&L, and cash flow
- Google Analytics / GA4 - Website traffic, user behaviour, conversions, and acquisition channels
- Google Ads / Meta Ads - Ad spend, impressions, clicks, ROAS, and campaign performance
- Google Workspace / Outlook - Email data, calendar events, and communication patterns
- Slack / Teams - Team communication and collaboration metrics
The more tools you connect, the more powerful your reports become. For example, connecting both your CRM and ad platform lets Alexia.ai show you the full funnel - from ad click to closed deal - in a single report.
Can't Find Your Tool?
Alexia.ai supports 1,000+ integrations and we're adding more every week. If the tool you need isn't available yet in Alexia.ai's integrations library, simply submit a feature request through the bug report button in your dashboard. Our team actively reviews every request and prioritises new integrations based on user demand - so your suggestion could be available sooner than you think.
Cross-Platform Insights
When multiple tools are connected, Alexia.ai doesn't just pull data from each one separately - it connects the dots across your entire tech stack. Ask for a marketing performance report and Alexia.ai will combine your ad spend from Google Ads, website conversions from GA4, and leads generated in HubSpot into one comprehensive view. This eliminates the need to manually export data from different tools and stitch reports together in spreadsheets.
How to Generate a Report
Simply ask any AI assistant. Here are some example prompts:
- 'Create a weekly marketing performance report'
- 'Show me a P&L summary for last month'
- 'Generate a sales pipeline report with conversion rates'
- 'What were our top-performing products this quarter?'
- 'Create a team productivity report for the engineering department'
What's Included
Alexia.ai automatically structures reports with: a clear title and date range, key metrics with trend indicators, charts and visualisations where appropriate, comparison to previous periods, AI-generated insights and recommendations, and source attribution for all data.
Iterating on Reports
After getting a report, refine it with follow-up requests: 'Add a comparison to last quarter', 'Break this down by region', 'Remove the social media section', or 'Make this more executive-summary style'.
Save your favourite report prompts by pinning the conversation. Next time, you can regenerate the same report with updated data in one click.