Create a report

The generator builds a complete report in seconds: cover, an overview page and, depending on the template, one tab per source. KPIs, charts and tables come with the numbers for the period, and the RelatorAI text blocks arrive already written. Then you just review in the editor.

Before you start

• Select the right client at the top of the app. The report is created inside it.
• Have at least one active source connected for the client (Meta Ads, Google Ads, GA4, Search Console, HubSpot, RD Station Marketing or RD Station CRM). See Available sources.
• You need to be able to edit reports: an agency member, or the Admin or Editor role on the client.
• RelatorAI text uses AI credits. Without credits, the report is still created, just without the text.

Step by step

1. 1
   Step 1

   Open the generator

   Go to Reports and click New report. Another shortcut: the New button at the top of the app › Report.

   Illustrative screen

   Korra/Reports

   Ask RelatorAIPT

   Reports

   Insights by source

   New report1

   AllDraftsSharedTemplates

   No reports yetGenerate a narrated report from a dashboard or a metric selection.

   New report

   1. 1New report opens the Generate report page.

2. 2
   Step 2

   Choose the sources

   In the Sources section, all of the client's active accounts come selected. Click a source to remove it or add it back. Each source shows the account name, never the ID.

   Illustrative screen

   Korra/Generate report

   Ask RelatorAIPT

   Generate reportSelect connected sources, choose a compatible template, and add extra metrics before generating the report.

   Meta AdsSelected

   Korra Brasil

   1

   Google AdsSelected

   Korra — Search

   Google Analytics 4

   korra.com.br

   Paid media reportRecommended

   Paid media results and campaigns.

   2

   Web analytics reportRequires Google Search Console

   Website acquisition, engagement, and organic search.

   3

   1. 1Click a source to include it in or remove it from the report.
   2. 2Recommended marks the template that fits the chosen sources.
   3. 3Requires … tells you which source is missing to use that template.

3. 3
   Step 3

   Choose the template

   In the Template section, click the template. The ones that don't fit the chosen sources are unavailable and say what's missing. If you came from the Templates tab, the template is already chosen and shows under Chosen template; to change it, click Change template.

   • Paid media report: needs Meta Ads or Google Ads (GA4 is included if selected).
   • Executive summary: a single page with the main results.
   • Web analytics report: needs GA4 and Search Console.
   • Client monthly report: one tab per selected source.
   • Period comparison: one page with the change versus the previous period.
4. 4
   Step 4

   Add extra metrics (optional)

   In Extra metrics (optional), check KPIs beyond the ones the template already includes, grouped by source. Skip this step if the template already covers what you need.

5. 5
   Step 5

   Set the period

   In Period, pick a shortcut (for example Last 30 days or Last month) or exact dates on the calendar. The default is the last 30 days. Numbers are calculated in the client's time zone.

6. 6
   Step 6

   Use a dashboard as a base (optional)

   If the client has dashboards, Pre-fill from a dashboard (optional) appears. Pick one so its widgets go into the report; the template fills in whatever is missing. Leave it on Do not use a dashboard to use only the template.

7. 7
   Step 7

   Generate the report

   Click Generate report. The app shows a loading screen while it fetches the numbers and RelatorAI writes the text. When it finishes, the report opens straight in the editor.

Other ways to create

• Dashboard

  How

  Open one of the client's dashboards and click Generate report

  When to use

  When the dashboard already has what the client wants to see.

• Templates

  How

  In Reports › Templates tab, click Use template

  When to use

  When you already know the template. See Report templates.

• Insights by source

  How

  In Insights by source, click Turn into report

  When to use

  When a source's reading already shows what matters. See Insights by source.

• RelatorAI

  How

  In the RelatorAI panel, choose Report mode and describe what you want

  When to use

  When you prefer to ask in text. If the client has no dashboard, it opens the generator.

What happens next

• The report opens in the editor with a default title. Click the pencil next to the title to rename it.
• It already shows in the Reports list, even before you share it.
• If the AI couldn't write some text, the block shows The AI could not write this block and you can click Regenerate.
• From here you can edit, share or schedule it.

Common problems

• No active sources in this workspace.

  Cause

  The client has no active connection.

  Fix

  Connect a source in Connections and come back to the generator.

• Generate report disabled

  Cause

  No source selected, incompatible template or incomplete period.

  Fix

  Select a source, choose an available template and check both dates.

• The selected source is not connected or active.

  Cause

  The connection dropped or was deactivated.

  Fix

  Reconnect it in Connections. See Connection error.

• Block showing Data unavailable

  Cause

  The number couldn't be calculated for the period.

  Fix

  The app doesn't show a false zero. Check whether the source has synced and click Refresh data.