Report Generation

Report Generation Guide

Overview

Report Generation in Sila TrueTrends automates the creation of professional, data-rich reports from trend analysis. This feature transforms complex data into clear, actionable business documents.

Types of Reports

Standard Reports

Trend Analysis Report

Purpose: Deep dive into single trend Contents:

  • Trend overview
  • Historical performance
  • Current metrics
  • Future projections
  • Market implications
  • Recommendations

Market Overview Report

Purpose: Category or market analysis Contents:

  • Market size and growth
  • Key trends
  • Competitive landscape
  • Consumer segments
  • Opportunities
  • Challenges

Comparative Analysis Report

Purpose: Multi-trend comparison Contents:

  • Trend comparisons
  • Relative performance
  • Common factors
  • Differentiators
  • Combined insights
  • Strategic implications

Performance Report

Purpose: Trend performance tracking Contents:

  • KPI dashboard
  • Growth metrics
  • Engagement analysis
  • Sentiment tracking
  • Milestone achievements
  • Next period outlook

Custom Reports

Industry-Specific

Tailored for:

  • Products & Services
  • Consumer Goods
  • Technology
  • Sustainability
  • Health & Wellness

Role-Specific

Designed for:

  • Executives
  • Product Managers
  • Marketers
  • Researchers
  • Investors

Generating Reports

Quick Generation

One-Click Reports

  1. Navigate to trend
  2. Click "Generate Report"
  3. Select quick template
  4. System creates report
  5. Download or view

Batch Reports

  1. Select multiple trends
  2. Choose "Batch Report"
  3. Pick report type
  4. Set parameters
  5. Generate all

Custom Generation

Report Builder

  1. Open Report Builder
  2. Select data sources
  3. Choose sections
  4. Configure layout
  5. Add customization
  6. Generate report

Advanced Options

  • Custom date ranges
  • Specific metrics
  • Filtered data
  • Multiple sources
  • Combined insights

Report Configuration

Data Selection

Core Metrics

Essential data points:

  • Growth rate
  • Volume metrics
  • Engagement scores
  • Sentiment analysis
  • Demographics

Additional Data

Optional inclusions:

  • Geographic distribution
  • Platform breakdown
  • Influencer mentions
  • Related trends
  • Competitive data

Layout Options

Report Structure

Standard sections:

  1. Executive Summary
  2. Introduction
  3. Data Analysis
  4. Visualizations
  5. Insights
  6. Recommendations
  7. Appendix

Formatting Choices

  • Page orientation
  • Margin settings
  • Font selection
  • Color scheme
  • Header/footer

Visualization Settings

Chart Selection

  • Auto-select best charts
  • Manual chart choice
  • Custom visualizations
  • Interactive elements
  • Data tables

Visual Customization

  • Color palettes
  • Chart styles
  • Label formats
  • Legend positions
  • Annotations

Report Templates

Executive Dashboard

Format: 1-2 pages Focus: Key metrics and decisions Visuals: KPI cards, summary charts Best for: Quick executive review

Detailed Analysis

Format: 10-20 pages Focus: Comprehensive analysis Visuals: Multiple charts, tables Best for: Deep dive research

Presentation Deck

Format: Slide format Focus: Visual storytelling Visuals: One chart per slide Best for: Stakeholder meetings

Data Report

Format: Table-heavy Focus: Raw data and numbers Visuals: Minimal, mostly tables Best for: Data analysts

Infographic Style

Format: Visual-first Focus: Easy consumption Visuals: Icons, graphics Best for: Marketing use

Automation Features

Scheduled Reports

Setting Schedules

  1. Choose report type
  2. Select frequency:
    • Daily
    • Weekly
    • Monthly
    • Quarterly
  3. Pick delivery time
  4. Set recipients
  5. Activate schedule

Delivery Options

  • Email attachment
  • Cloud storage
  • Team workspace
  • FTP upload
  • API webhook

Alert Reports

Trigger Conditions

Generate when:

  • Threshold crossed
  • Significant change
  • New trend emerges
  • Milestone reached
  • Anomaly detected

Alert Configuration

  • Set trigger criteria
  • Choose report template
  • Define recipients
  • Set urgency level
  • Enable/disable

Recurring Reports

Use Cases

  • Weekly team updates
  • Monthly board reports
  • Quarterly reviews
  • Annual summaries
  • Campaign tracking

Management

  • View scheduled reports
  • Edit configurations
  • Pause/resume
  • Delete schedules
  • Check history

Report Customization

Branding

Brand Elements

Add your:

  • Company logo
  • Brand colors
  • Custom fonts
  • Letterhead
  • Footer text

White-Label Options

  • Remove Sila branding
  • Full customization
  • Custom domains
  • Branded exports

Content Personalization

Dynamic Content

  • Recipient name
  • Company specifics
  • Regional data
  • Role-relevant sections
  • Personalized insights

Language Options

  • Multiple languages
  • Regional formatting
  • Currency conversion
  • Date formats
  • Measurement units

Interactive Elements

Digital Reports

Include:

  • Clickable contents
  • Hover details
  • Expandable sections
  • Embedded videos
  • Interactive charts
  • Table of contents
  • Section links
  • Back to top
  • Page numbers
  • Bookmarks

Quality Control

Data Accuracy

Validation Checks

System verifies:

  • Data freshness
  • Calculation accuracy
  • Source reliability
  • Completeness
  • Consistency

Error Handling

  • Flag missing data
  • Note limitations
  • Provide context
  • Suggest alternatives
  • Mark estimates

Report Review

Preview Features

  • Full preview mode
  • Page-by-page review
  • Zoom capabilities
  • Print preview
  • Mobile preview

Editing Options

  • Text corrections
  • Data updates
  • Chart modifications
  • Layout adjustments
  • Final touches

Export and Distribution

Export Formats

Document Formats

  • PDF: Universal, print-ready
  • Word: Editable document
  • Excel: Data-focused
  • PowerPoint: Presentations
  • HTML: Web-ready

Data Formats

  • CSV: Raw data
  • JSON: Structured data
  • XML: System integration
  • API: Direct integration

Distribution Methods

Direct Delivery

  • Email attachments
  • Secure links
  • Cloud sharing
  • Team platforms
  • FTP transfer

Access Control

  • Password protection
  • Expiring links
  • View-only mode
  • Download limits
  • User authentication

Best Practices

Report Planning

Before Generation

  1. Define audience
  2. Set objectives
  3. Choose metrics
  4. Plan structure
  5. Schedule timing

Content Strategy

  • Lead with insights
  • Support with data
  • Visualize clearly
  • Conclude with actions
  • Append details

Report Optimization

For Readability

  • Clear headlines
  • Logical flow
  • Visual breaks
  • Consistent formatting
  • Executive summary

For Impact

  • Highlight key findings
  • Use compelling visuals
  • Include examples
  • Provide context
  • Make actionable

Troubleshooting

Generation Issues

Report Won't Generate

Solutions:

  • Check data availability
  • Verify permissions
  • Reduce complexity
  • Try different template
  • Clear cache

Slow Generation

Solutions:

  • Reduce data range
  • Simplify visualizations
  • Generate in parts
  • Schedule off-peak
  • Upgrade plan

Quality Issues

Poor Formatting

Solutions:

  • Check template
  • Verify settings
  • Preview first
  • Try different format
  • Reset to default

Missing Data

Solutions:

  • Refresh sources
  • Check filters
  • Verify access
  • Expand range
  • Contact support

Mobile Considerations

Mobile Generation

  • View reports
  • Basic generation
  • Quick exports
  • Share functions
  • Schedule management

Mobile Limitations

  • Complex customization
  • Advanced formatting
  • Bulk operations
  • Large reports
  • Custom templates

Integration Capabilities

Business Intelligence

Connect with:

  • Tableau
  • Power BI
  • Looker
  • Google Analytics
  • Custom BI tools

Workflow Integration

  • Slack notifications
  • Teams updates
  • Email automation
  • CRM integration
  • Project management
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