Report Generation
Rona AI generates comprehensive reports across any module — on demand or scheduled for automatic delivery, in PDF, Excel, or JSON.
Report types
| Management summary | Cross-module overview with key metrics |
| Attendance | Presence, lateness, and overtime analysis |
| Production | Output, efficiency, and downtime tracking |
| Inventory valuation | Stock on hand and total value |
| Quality | Inspections and pass rate analysis |
| Sales | Orders, revenue, and top products |
| Finance | Profit, receivables, and invoices |
Generating a report
Open the AI assistant panel
Select Report Generation from the menu
Choose the report type
Select the time period
Choose the export format
Generate — typically ready in a few seconds
Formats
Print-ready document format. Ideal for sharing with stakeholders, printing, or archiving — includes charts, tables, and formatted text.
- Professional formatting
- Charts and visualizations
- Table of contents
- Page numbers and headers
Excel
Spreadsheet workbook format. Ideal for data analysis, pivot tables, and further processing — raw data in structured tables.
- Raw data tables
- Multiple sheets
- Formatted numbers and dates
- Excel and Google Sheets compatible
JSON
Machine-readable format. Ideal for integrations, API consumption, and custom processing — structured data with metadata.
- Structured data
- Metadata and timestamps
- API-ready format
- Easy to parse programmatically
Time periods
| Today | Current day's data |
| This week | Monday to the current day |
| This month | Current calendar month |
| Last week | Previous week, Monday to Sunday |
| Last month | Previous calendar month |
| This quarter | Current fiscal quarter |
| This year | Current calendar year |
For specific needs, define a custom range — start and end dates for any period.
Report contents
| Management summary | Stock value, production output, pass rates, revenue, profit, receivables |
| Attendance | Present/absent by employee, lateness, overtime, department breakdown |
| Production | Output by product, yields, scrap, downtime, order completion |
| Inventory valuation | Stock on hand by item, total value, value by warehouse, expiry risk |
| Quality | Overall pass rate, by item, by supplier, failed inspections, quarantined lots |
| Sales | Total revenue, order count, top products, sales by customer, commissions |
| Finance | Total profit, receivables, overdue invoices, costs, VAT summary |
Report status
Report generation is asynchronous — check status while it processes:
Scheduled reports
| Daily | Generate every day at a specified time |
| Weekly | Generate every week on a specified day |
| Monthly | Generate every month on a specified date |
| Recipients | Email the report to multiple recipients |
| Format | Choose the format per recipient |
Best practices
- Use PDF for sharing with executives or stakeholders
- Use Excel for data analysis and pivot tables
- Use JSON for integrations and API consumption
- Schedule regular reports for consistent monitoring
- Review reports weekly for trend analysis
- Archive reports for historical comparison
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