Sharing an Analytics Report
Tick the answers you want, then export the report as a PDF, turn it into slides or send it by email.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Quick Reference
Click Analytics and ask a question or pick a preset.
Tick In report on each answer you want to keep.
Add a title and text, or click Arrange layout with AI.
Click Export PDF, Slides or Send by email.
Before You Start
Your account has access to Analytics.
The Analytics Hub comes with your draw inspections under an active RAZE agreement.
You have asked at least one question. Running Reports in Analytics covers asking.
Step 1 — Build the Report
Tick the answers you want
Tick the answers you want and they build a report. Every tile, text block and table has an In report tick, and the Report panel counts its items. Chat, Both and Report at the top right switch the view.
Title, text and layout
Add a title and your own text, and let RAZE AI arrange the layout. The toolbar has Arrange layout with AI, Add title, Add text, zoom and Fit.
Any table as CSV
Any table downloads as CSV from the download control at its top right.
Step 2 — Export It
Export PDF
Click Export PDF to export the report as a PDF.
Slides
Turn the report into slides and download them as a PowerPoint file. Click Slides, page through the preview, then click Download .pptx.
Step 3 — Send It
Send by email
Send the report by email from the same screen, with the PDF and the slides attached. Fill in To, Subject and Message, tick the attachments, check the preview and click Send.
Tips
DO
- •Ask for metrics first, then the table, so the report opens on the headline numbers.
- •Untick any answer that does not belong before you export.
- •Read the email preview before you click Send.
WATCH FOR
- •The Analytics Hub reads your own account's inspections, projects and budget lines.
- •Reports are built when you ask. They are not sent on a schedule.
Troubleshooting
Commercial draw workflow
- Build and share an Analytics report (this guide)
Use this guide with AI.
Ask RAZE AI here, or hand the plain-text guide to the assistant you already use.
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