The report you used to spend Friday building.
Compose multi-page reports from any source in Corei, schedule delivery, brand to your MSP, and let Corei draft the narrative. PDF, PPTX, or CSV — same builder.
Add section
KPI snapshot
318
Tickets
99.1%
SLA
4.8
CSAT
Toggle report sections on or off. Click a section to preview it. Page count updates as you compose.
Friday report tax
Half a day every week rebuilding the same slide deck.
Stitched-together data
Numbers pulled from five tools never quite agree.
Manual delivery
Email the right file to the right people on the right day.
Static and dead
PDF lands, nobody knows whether to act on it.
Capabilities
Built for the way dispatchers, leads, and admins actually work.
Drag-and-drop sections
Title, KPI tile, chart, table, narrative, signature — composable blocks.
Corei narrative
AI-drafted summaries and call-outs grounded in the report data.
Schedule & deliver
Recurring or one-off — email, Teams, or pinned to a workspace.
Per-recipient filters
Same template, customer-scoped data — no manual cloning.
Multi-format export
PDF, PPTX, CSV, and live shareable link from one source.
Permission-aware
Recipients only see fields their role allows.
How it works
A simple loop, run continuously.
Pick a template
QBR, MBR, exec digest, billing summary — or start blank.
Drop the sections
Compose pages with KPI tiles, charts, tables, narratives.
Add narrative
Corei drafts the story; you edit before send.
Schedule & ship
Weekly, monthly, or one-off; auto-personalized per recipient.
Scheduled list
Recurring reports, by owner.
Cobalt QBR
Quarterly · Fri
Exec weekly digest
Mon 7am
Billing reconciliation
1st of month
Customer health pack
Bi-weekly Thu
- Drag-and-drop builder
- Corei narrative drafts
- Per-recipient filters
- Multi-format export
- Branded headers and footers
- Permission-aware fields
Ask Corei.
Corei works inside this module with cited sources and permission checks. You choose whether it advises, pauses for approval, or runs trusted work.
Example
Draft the executive summary for Cobalt's QBR.
Cobalt's tickets dropped 18% QoQ, SLA at 99.1%, and three aging Win11 fleet refreshes are mature for proposal. Two open risks: backup verification on the Stamford site and the printer fleet warranty in Sept. Draft ready in the report.
See it in your tenant.
Book a 45–60 minute working demo with the Corei team — we'll wire this module to your live data.