AI Report: New Templates & Custom Report Alignment

AI Report in DXT360 has been enhanced to unify AI Generated Report (AI Summary) and Custom Report under one streamlined module.

This update allows you to:

• Generate one-time AI Report from my data (Updated version)
• Schedule recurring AI Report (New)
• Manage all reports from one unified interface (New)
• Choose AI Report template before generation (New)

The goal is to simplify workflows, improve discoverability, and support automated reporting at scale.

What’s New?

New AI Report Templates

AI Report now supports three templates:

• Campaign Performance (Improved)
• Industry Trends (NEW)
• Competitive Analysis (NEW)

Previously, you could generate an AI Report directly with the default Campaign Performance output. Now, before generating the report,  you must first select which report template you want to use. The template you choose will determine the structure and final output of your AI Report.

Unified Report Section in Library & Report menu

You will now see tabbed navigation inside the Report Library:

• AI Report
• Custom Report

Both report types are grouped in one section so you can manage everything from one place.

Note: The AI Report tab is only visible if the AI Feature is activated.

Report Types

AI Report – One-Time (From My Data)

Use this when you need an AI-generated insight instantly.

How It Works

1. Go to My Data
2. Filter your dataset
3. Click Generate Insights
4. Select report template
5. Confirm quota usage
6. System generates report

Quota

• Each AI Report consumes 1 AI Summary quota from your daily limit.
• Before processing, the system automatically checks your remaining quota.
• If your quota is 0, the report status becomes Failed — Quota Exhausted. A pop-up notification will appear informing you that you cannot continue. Please ask your CX to upgrade your daily quota to continue generating the AI Report.
• If a system error occurs while generating the AI Report, you can retry the process up to three times.
• Quota is only deducted for successful report generation.
• If the AI Report generation fails, your AI Report quota will be automatically restored.

AI Report – Recurring (Scheduled)

You can schedule AI Reports using the Custom Report form, similar to how you create a scheduled Custom Report.

How It Works

1. Go to Report Library
2. Select the AI Report tab
3. Click + Add New Report
4. Select Report Template
5. Complete the required fields (Report Name, Recipient Email(s), Send Time Type & Intervals, Time of Delivery, Sources Filter)
6. Click Confirm

Supported Scheduling

You can configure recurring delivery using:

• Daily
• Weekly
• Monthly
• 30 / 60 minutes
• 3 / 6 / 12 hours

Required Fields for Recurring AI Report

To activate a recurring AI Report, the following fields must be completed:

• Report Template (Campaign Performance, Competitive Analysis, Industry Trends)
• Report Name
• Send Time Type
• Delivery Time
• Recipient Emails
• Sources Filter

These settings determine both the content scope and delivery behavior. If mandatory fields are incomplete, the report cannot be scheduled.

AI Report Statuses

Recurring AI Reports appear in the Report Table and may display the following statuses:

• Scheduled – Report is active and waiting for the next delivery time.
• Draft – Report configuration is saved but not yet activated.
• Editing – A user is currently modifying the report.
• Paused – Report is temporarily inactive.
• Sending – Report is currently being processed and delivered.
• Sent – Report was successfully delivered.
• Failed – Report generation or delivery encountered an issue.

Editing Capability

AI Reports allow limited editing so you can refine the narrative without affecting the underlying data. This ensures you can adjust wording, tone, or context — while maintaining data accuracy and integrity.

What You Can Edit

You can edit all narrative (text-based) elements in the AI Report, including:

• Title
• Subtitle
• Paragraph content

In other words, anything that is descriptive and text-based can be adjusted.

This means you can humanize the summary, simplify the language, add business context, highlight strategic points, or tailor the messaging for executives, clients, or internal teams — while the underlying data, charts, and metrics remain unchanged.

You can adjust AI-generated wording to:

• Simplify technical language
• Add internal insights
• Include action points
• Emphasize wins or risks

What You Cannot Edit

To preserve data accuracy, the following elements are not editable:

• Charts
• Graph visuals
• Metrics
• Numerical data

These elements are automatically generated based on your filtered dataset and cannot be modified manually. This prevents accidental data distortion and ensures reporting consistency.

Editing Behavior & Session Control

To prevent conflicts:

• When one user edits a report, status changes to Editing
• Other users cannot modify or take action on the report during this session
• Editing session expires after 5 minutes of inactivity
• If the session expires:
  • Unsaved changes are discarded
  • Status returns to the previous state (Scheduled / Paused / Draft)
• Only the Admin and the Report Creator can edit AI Report, both one-time and recurring.

If a user closes the browser or refreshes the page during editing, any unsaved changes will be discarded automatically.

Translation & Export

AI Reports support multiple output and sharing options:

Translate

• Translates Title, Subtitle, and Paragraph content only
• Charts, metrics, and numerical data remain unchanged
• Preserves data accuracy
• Includes “Revert to Original” option to restore original language

Download as PDF

• Generates a professionally formatted PDF
• Matches the on-screen preview layout
• Preserves:
  • Template structure
  • Charts and visuals
  • Narrative edits
• Suitable for stakeholder and executive reporting

Copy as Text

• Copies full narrative content to clipboard
• Useful for:
  • Presentations
  • Emails
  • Messaging platforms
  • External reporting tools

Send to Email

• Sends report directly to selected recipients
• For recurring reports, delivery is automatic
• Includes inline preview and access link (if applicable)

View in Browser

• Opens report in HTML format
• Maintains structured layout
• Useful when attachments are blocked
• Ensures easy access across devices

To learn how to fully leverage this feature according to your role — as a PR professional, Marketing lead, or Analyst — read AI Insight Summary: Role-Based Best Practices to Maximize Impact.