Need a polished report to send to a client, a manager, or your own team — without building slides from scratch? **Business Reports** lets you generate a fully customized report in seconds with AI, or build one manually with drag-and-drop widgets, using your real Amazon data.

Here's how it works:

## **Step 1: Accessing Business Reports**

On the left-hand sidebar, click on **Reports** to expand the menu, then select **Business Reports**.

You'll land on the main Business Reports page. Here you can see a table listing every report you've created, with columns for Logo, Report Title, Mode, Description, Date Range, Slides/Pages, and Created date — along with the usual **Search**, **Filters**, **Manage Columns**, and **Export** tools.

In the top-right corner, there are three main buttons: **Templates** (to reuse a layout you've saved before), **AI Report Generator**, and **Create Business Report**.

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## **Step 2: Generating a Report with AI**

Click **AI Report Generator** to open its dialog. Here, you can see:

- **Quick start:** six ready-made report types you can jump straight into — Executive Review, Weekly Ops, Product Deep-Dive, Vendor Scorecard, DSP Performance, and Diagnostic.
- **Describe the report:** a free-text box (up to 5,000 characters) where you describe exactly what you want — for example, mentioning the audience, the metrics to include, and the decision the report should support.
- **Report type:** choose between **Slides** (a 7–10 slide deck, one focus per slide, and supports scheduling) or **Dashboard**.
- **Date range** and an optional **Comparison range** you can toggle on to compare against a prior period.

Once you've filled this in, click **Generate Report** and TrackIQ will build the report for you automatically.

![](/kb-assets/b76990f7da34c0b7d9af.png)

## **Step 3: Creating a Report Manually**

If you'd rather build a report yourself, click **Create Business Report** instead. This opens a setup dialog starting on the **General** tab, where you can see:

- **Report Mode:** Slides (presentation-style, 1320×720, supports scheduling) or Dashboard.
- **Template:** a dropdown to start from **Blank Report** or a previously saved template.
- **Report Title** and **Date Range** (both required), plus an optional **Comparison Date Range** and **Report Description**.
- **Brand Logo:** an upload option so your report carries your branding.

On the left side of this dialog, you'll also notice the categories you'll be able to customize once the report is created — **Layout Widgets** (Cover Design, Header Design, Footer Design, Weekly Header, Section Divider, Quote/Callout, Thank You) and **Data Widgets** (KPI Design, Chart Colors, Table Design).

Once your details are filled in, click **Create Report**.

![](/kb-assets/ad2ed88ef0286b76c19d.png)

## **Step 4: Building Your Report in the Editor**

After creating a report, you'll land in the report builder. On the left, you can see a **Slides** panel showing your current slide(s) as thumbnails, with a **+ Add Slide** button to add more, and below that a **Widgets** panel grouped into categories: **Layout (8), KPIs (3), Charts (12), Tables (6), Insights (3),** and **AI-Powered (8)** — each expandable to reveal the individual widgets inside.

At the top of the page, you'll find the report's date range, along with **Settings**, **Save as Template**, **Download**, and **Save** buttons.

![](/kb-assets/769e1d90c97dea5d5fd4.png)

## **Step 5: Configuring a Widget**

Drag any widget from the left panel onto the canvas to add it to your slide. For example, dragging a **KPI Card** from the KPIs category adds it to the canvas, and a configuration panel opens on the right, where you can see three tabs:

- **Data Source:** choose the **Source** (e.g. Portfolios) and the **Metrics** you want the card to display (e.g. Clicks).
- **Config** and **Style:** further tabs to adjust the widget's settings and appearance (not shown here, but available alongside Data Source).

Click **Load Data** in the top-right of this panel to populate the widget with real numbers. Hovering over a widget on the canvas also reveals quick actions to **refresh**, **duplicate**, or **delete** it.

![](/kb-assets/dfddffcdddb2c67a595f.png)

## **Step 6: Customizing Report-Wide Settings**

Click the **Settings** button in the top bar to open **Report Settings**, which lets you customize the look of your entire report. On the left, you can see the same **General**, **Colors & Fonts**, **Layout Widgets**, and **Data Widgets** categories from Step 3 — but now fully editable.

For example, selecting **Cover Design** shows a gallery of ready-made cover page styles to choose from — including **Dark Gradient**, **Split Panel**, **Minimal White**, **Full Bleed Color**, **Corner Accent**, and **Minimal Analytics**, each with a live preview of how your title and branding will look.

Once you've picked your styles, click **Apply Settings** to update the report.

![](/kb-assets/2b7116384c2de538a217.png)

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*That's it! Whether you let AI generate a complete report in one step, or build and style each slide yourself, Business Reports gives you a polished, shareable output built directly from your Amazon data.*