SimpleKPI's AI assistant helps you go from a blank page to a report worth sharing. Describe what you need in plain English and it suggests the sections, KPIs and template that fit. You stay in control of what's saved.

Start a report with AI

  1. Go to Reports.
  2. Click AI Generated (on the starter cards, or in the Add a new report menu).
  3. The Ask Me panel opens and the assistant starts suggesting sections and KPIs, and a template that suits a typical leadership digest.
  4. Reply to shape the suggestions: say who it's for, which KPIs matter, and how often you'll send it.

The assistant suggests and explains; it doesn't quietly save or delete anything on its own. You take its suggestions into the builder, arrange the sections, and save when you're happy.

Write a summary with AI

Inside a report, the Summary section can be written for you. Add a Summary section, open it, and click the AI button next to Save. The assistant reads the KPIs in your report's date range and drafts a short write-up straight into the editor, which you can then edit before saving.

Give the assistant something to work with: a summary needs KPIs that have data in the report's date range. If there's nothing to summarise yet, add those KPIs first, then try again.