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Reports & Analytics4 min read

Report Templates

Pre-built templates for common business reports

Overview

Alexia.ai comes with pre-built report templates for common business needs. Templates provide a starting point that you can customise with your specific metrics, date ranges, and formatting preferences.

Available Templates

Current templates include:

  1. Weekly Marketing Performance - traffic, leads, conversions, ad spend
  2. Monthly Financial Summary - revenue, expenses, P&L, cash flow
  3. Sales Pipeline Review - deals, conversion rates, forecast
  4. Customer Acquisition Report - CAC, LTV, channel breakdown
  5. Team Productivity Dashboard - tasks completed, goals progress
  6. Quarterly Business Review - comprehensive cross-department summary

Using Templates

Ask Alexia.ai 'Show me available report templates' to browse options. Select a template and Alexia.ai will generate it with your actual data. You can then customise the output to match your preferences.

Custom Templates

Create your own templates by generating a report you like and asking Alexia.ai to 'Save this as a template'. Custom templates appear alongside built-in ones for easy reuse.

Use templates for recurring reports and ad-hoc prompts for one-time analyses. This gives you the best of both worlds.