Report Generator
Your management report, on time, every number traced.
Report Generator
Analytics & Reporting
- RuleDone:
The report is due (schedule, books closed, Sheet ready, or Run now).
- RuleDone:
It works out the period in your time zone and fiscal year.
- RuleDone:
It pulls every approved metric and checks freshness and completeness.
- RuleDone:
It computes changes and drivers and flags what is notable.
- AIDone:
AI writes the summary; a check makes sure every number traces back.
- PersonWaiting for approval:Waiting for you
The owner approves, then it is sent and archived.
For example: A 60-person distributor gets its monthly report on the 3rd working day after QuickBooks books close.
Waiting for you. Nothing has changed yet.
Review for important actions. Customer-facing and record-changing actions are reviewed first.
What is Report Generator?
In shortReport Generator is an AI automation for Analytics & Reporting teams that works with Gmail, Google Docs, Google Sheets, Outlook, PostgreSQL and 2 more apps. Builds your weekly or monthly management report from approved metrics, adds a short "what changed and why", and sends it after the owner approves. It is built for owner or founder, finance lead, operations manager (with the leadership team and board or investors as readers).
Last reviewed
Key facts
- Department
- Analytics & Reporting
- Starts when
- On a schedule (default weekly Monday 07:00, or the Nth working day for monthly), when QuickBooks books close, when a Google Sheet cell says ready, or on "Run now"
- Works with
- Gmail, Google Docs, Google Sheets, Outlook, PostgreSQL, QuickBooks, Slack
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Review for important actions
- Status
- Available now
The problem today
Someone copies numbers from QuickBooks, a Google Sheet and a database into a slide or doc each week or month. Today: 3–6 hours each time. Numbers get pasted wrong, definitions drift ("revenue" means three things), and nobody writes down data caveats.
What it does
On schedule, it runs each approved metric and compares it with the prior period, last year and target. Rules decide what is notable, find the top 3 drivers behind big changes and add caveats when data is late or incomplete. AI writes a short narrative, but it can only refer to numbers from the rule-built fact pack, and a check blocks any number that does not trace. The report owner reviews and edits the text, then it goes out by email and Slack.
How does Report Generator work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
The report is due (schedule, books closed, Sheet ready, or Run now).
- Step 2Rule
It works out the period in your time zone and fiscal year.
- Step 3Rule
It pulls every approved metric and checks freshness and completeness.
- Step 4Rule
It computes changes and drivers and flags what is notable.
- Step 5AI
AI writes the summary; a check makes sure every number traces back.
- Step 6Person
The owner approves, then it is sent and archived.
What you get
Key features- Every number comes from the shared metric layer, rounded once by its definition.
- Comparisons vs prior period, last year and target; "notable" at a change of 10% or more (default) and above a minimum amount.
- Top 3 drivers by product, region or customer for notable changes.
- Fiscal calendars: India FY April–March, January FY, retail 4-4-5, plus month-to-date labels.
- Caveats on page 1, a PROVISIONAL banner when books are not closed, a definitions appendix and a data freshness table.
- PDF by default, Google Doc optional; Indian number format option (1,00,000).
- If the narrative fails the check twice, the tables still go out with a short template note.
How much does it do on its own?
Run modesPick a mode to see what Report Generator would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Report Generator in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
The report is due (schedule, books closed, Sheet ready, or Run now).
Watches for it
- Rule
It works out the period in your time zone and fiscal year.
Runs on real data, read only
- Rule
It pulls every approved metric and checks freshness and completeness.
Runs on real data, read only
- Rule
It computes changes and drivers and flags what is notable.
Runs on real data, read only
- AI
AI writes the summary; a check makes sure every number traces back.
Runs on real data, read only
- Person
The owner approves, then it is sent and archived.
Shown to you as a suggestion
Shadow vs Auto for Report Generator
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1The report is due (schedule, books closed, Sheet ready, or Run now). | Watches for it | Runs on its own within your limits |
| Step 2It works out the period in your time zone and fiscal year. | Runs on real data, read only | Runs on its own within your limits |
| Step 3It pulls every approved metric and checks freshness and completeness. | Runs on real data, read only | Runs on its own within your limits |
| Step 4It computes changes and drivers and flags what is notable. | Runs on real data, read only | Runs on its own within your limits |
| Step 5AI writes the summary; a check makes sure every number traces back. | Runs on real data, read only | Runs on its own within your limits |
| Step 6The owner approves, then it is sent and archived. | Shown to you as a suggestion | Within your limits; anything outside them goes to a person |
| True in every mode | Never invents a number and never states a cause as fact; interpretations must be hedged ("likely", "may"). | |
What it will never do on its own
Safety & human control- Never invents a number and never states a cause as fact; interpretations must be hedged ("likely", "may").
- Board, investor and external reports always need approval, in every mode.
- Recipients come only from your list; owner notes are shown to the reviewer but never printed in the report.
- It escalates on a stale source, a changed definition, a 50%+ change on a key metric, query errors, incomplete data or suspicious text.
- Read-only access to QuickBooks, Sheets and your database; raw rows are not stored, and logs hold no figures.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Target
Hours saved per report (target: prep from ~4 hours to under 20 minutes of review)
A goal it is built to reach
- Tracked
Time to draft
Measured on your own data
- Target
On-time delivery (target: ≥ 95%)
A goal it is built to reach
- Tracked
Data errors caught before sending
Measured on your own data
- Target
Reviewer edit rate (target: ≤ 20% after 4 periods)
A goal it is built to reach
- Target
Number fidelity (target: 100%)
A goal it is built to reach
- Target
Caveat recall (target: 100%)
A goal it is built to reach
- Target
Fact vs interpretation tagging (target: ≥ 95%)
A goal it is built to reach
A 60-person distributor gets its monthly report on the 3rd working day after QuickBooks books close. Revenue is down vs last month, and the report names the three regions behind it using "likely" wording. The finance lead edits one sentence, approves, and the board email goes out with the PDF.
Who is Report Generator for?
- Owner or founder
- Finance lead
- Operations manager (with the leadership team
- Board or investors as readers)
Industries: Professional services, SaaS & tech, E-commerce & retail, Manufacturing & distribution, Accounting & bookkeeping firms
Also useful for: Finance & Accounting
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- Gmail
- Google Docs(optional)
- Google Sheets
- Outlook
- PostgreSQL
- QuickBooks
- Slack
What do you need to set it up?
Setup- Connect QuickBooks Online, Google Sheets and/or a read-only Postgres reporting role.
- Approve your metric definitions in the metric layer.
- Build the report: sections, metrics, comparisons, period, schedule and fiscal year start.
- Set recipients, internal email domains, which Slack channels are internal, and the report owner.
- Choose PDF, Google Doc or both, plus currency and number format.
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- Defining metrics (done once in the metric layer) and ad-hoc questions.
- Statutory or tax financial statements, and forecasts.
Questions about Report Generator
FAQSee Report Generator on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.