Stop spending hours building presentation decks from scratch. TrackIQ’s AI-powered **Insight Reports** do the heavy lifting for you. Simply select your data sources, tell our AI what you want to see, and watch it instantly generate comprehensive, presentation-ready slides. Just type a prompt, and let the magic happen!
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Follow these steps to generate your first AI-driven report:

#### **Step 1: Accessing the Insight Reports**

To get started, navigate to the Insight Reports dashboard:

1. On the left-hand sidebar, click on **Reports** to expand the menu.
2. Select **Insight Reports** from the dropdown list.
3. Click the blue **Create Insight Report** button located in the top right corner of your screen.

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#### **Step 2: Configuring Your Report Details**

A dialog box will appear. Here, you will lay the foundation for your data:

- **Report Title:** Give your report a clear, descriptive name.
- **Slide Template:** Choose the visual theme for your presentation (e.g., Corporate Blue).
- **Date Range:** Select the specific time period you want to analyze.
- **Data Sources:** Check the boxes for the specific data you want the AI to process (such as Portfolios, Campaigns, or Vendor Sales).
- Once your setup is complete, click the blue **Proceed** button.

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#### **Step 3: Generating Your Report with AI**

You are now in the AI creation workspace—this is where the magic happens!

- **Verify Your Data:** In the top-left corner, you can review a summary of the title, date range, and data sources you just selected.
- **Prompt the AI:** Right below that, you will see a list of **Pre-made Prompts** (e.g., *"Generate a comprehensive performance report"*). You can simply click one of these to start, or type your own specific instructions into the text box at the bottom.
- **Generate:** Click the **Generate Report** button and wait a few moments while the TrackIQ AI automatically builds your slides.
- **Present or Save:** Once the report is ready, you can present it instantly right from the browser by clicking the **Fullscreen** button in the top right corner, or click **Download** to save it to your device.

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