Make time for analysis
Reduce repetitive exports, formatting and deliveries. Automate report preparation and spend more time interpreting results.
REPORTING AUTOMATION · CONTEXTUAL AI
The report arrives.
AI has the context.
You ask the question.
EP Reporter + AI delivers the right information to the right person: it automates reports, personalises distribution and lets users query data within their own information scope.
FROM BI TO INFORMATION DELIVERY
You already have the data.
Deliver the information.
Extracting, filtering, preparing PDF or Excel files, distributing and commenting: when the report repeats, the work often repeats too. EP Reporter + AI brings these tasks into an automated, personalised and governed process.
Reach decision-makers
Distribute personalised content even to people who do not use BI every day, in the intended format and information scope.
From report to answer
Explore KPIs, trends and variances with AI, starting from the report and the context configured for the user.
END-TO-END PROCESS
From sources to the right question.
A configured workflow to collect data, generate personalised reports, distribute them and explore them with AI.
- 01
Collect
Integrate Qlik Sense, Power BI, Apache Superset, databases and business sources such as ERP and CRM, according to the integrations defined for the project.
- 02
Generate
Produce recurring reports according to defined rules: KPIs, Budget vs Actual, sales, production, projects and performance.
- 03
Personalise
Adapt data and content to roles, areas, customers, projects and organisational responsibilities.
- 04
Distribute
Deliver the report automatically, without requiring recipients to search the BI platform for information every time.
- 05
Explore
The user asks a question and AI starts from the report and the configured information scope.
VALUE FOR YOUR BUSINESS
Less preparation. More actionable information.
Automated reporting
Reduce manual preparation, exports and delivery. Centralise rules and distribution.
Personalised information
Reach people who do not use BI every day with content relevant to their role.
Multiple sources, one process
Bring BI environments and business applications together in a single information flow.
AI in context
Explore KPIs, anomalies, trends and variances without rebuilding the scope of each question.
Governance and control
Configure the information scope in line with responsibilities and permissions.
Operational insights
Use AI for summaries, tables, charts and further processing, according to the adopted configuration.
GOVERNED AI CONTEXT
The same question. The context of the person asking.
“Which customers are underperforming?” may require different answers for a Sales Director, an Area Manager or a sales representative. EP Reporter + AI combines three dimensions to create an experience aligned with the user’s role.
Security Context
Which data can the user see? Geographic area, Business Unit, customers, projects, cost centre, plant and function define the authorised scope.
Business Context
How should data be interpreted? KPIs, metrics, dimensions and business rules give information its meaning.
Reporting Context
What is the user analysing? Report, period, filters and selections make the question relevant to the current view.
FIVE AREAS, ONE MODEL
Which report would you like to put to work?
Explore use cases for your function: the report you receive, the AI context and the questions to start with.
Executive ManagementBalanced Scorecard + contextual AI
Management does not need another 50 KPIs. It needs to understand which 3 need attention now.
The report you receive
With EP Reporter + AI, the Balanced Scorecard can reach management automatically with KPIs across four perspectives:
Financial · Customers · Internal processes · Learning and growth
Questions you can ask
AI highlights the most relevant variances and lets you explore them immediately:
- “Which KPIs are off target?”
- “Which areas are deteriorating?”
- “What are the priorities for action?”
The report arrives automatically.
Let’s discuss the Executive Management use case →AI already knows the context. Management only needs to ask the question.
Management ControlFrom Budget vs Actual to explaining variances
Being over budget is a fact. Understanding why is what enables decisions.
The report you receive
With EP Reporter + AI, the management controller automatically receives a report covering:
Budget vs Actual · Forecast · Margins · Costs · Variances
Questions you can ask
AI can immediately highlight critical areas and help explore:
- “Which cost centres are deteriorating?”
- “Which items explain the variance?”
- “Which customers or jobs are weighing on margins?”
The report arrives automatically.
Let’s discuss the Management Control use case →AI already knows the context. The controller only needs to ask the question.
SalesEvery Area Manager talks to their own data
Knowing revenue is falling is a fact. Understanding which customers and products are causing the decline is what enables action.
The report you receive
With EP Reporter + AI, each Area Manager or sales representative automatically receives a report covering:
Sales · Margins · Budget · Customers · Products within their remit
Questions you can ask
AI can immediately highlight the main issues and help explore:
- “Which customers are underperforming?”
- “Which products are below budget?”
- “Where is the revenue decline concentrated?”
The report arrives automatically.
Let’s discuss the Sales use case →AI already knows the salesperson’s scope. The user only needs to ask the question.
ProductionFrom production KPIs to the causes of inefficiencies
Knowing a line is producing less than expected is a fact. Understanding where inefficiencies, downtime and scrap arise is what enables action.
The report you receive
With EP Reporter + AI, the Production Manager automatically receives a report covering:
OEE · Productivity · Machine downtime · Scrap · Cycle times · Progress against plan
Questions you can ask
AI can immediately highlight the main issues and help explore:
- “Which lines are underperforming?”
- “Which machines have had the most downtime?”
- “Which products are causing the most scrap?”
The report arrives automatically.
Let’s discuss the Production use case →AI already knows the production context. The manager only needs to ask the question.
Project ManagementIdentify projects needing attention earlier
Knowing a project is late is a fact. Understanding which initiatives are going off plan, where risks are concentrated and which dependencies need attention is what enables action.
The report you receive
With EP Reporter + AI, the Project Manager automatically receives a consolidated view of:
Progress · Budget · Milestones · Risks · Effort · Issues
Questions you can ask
AI can immediately highlight anomalies and help explore:
- “Which projects risk exceeding their budget?”
- “Which milestones are late?”
- “Where are the main project risks concentrated?”
The report arrives automatically.
Let’s discuss the Project Management use case →AI already knows the project context. The Project Manager only needs to ask the question.
FITS YOUR ENVIRONMENT
Your BI, with an added layer.
Qlik Sense, Power BI, Apache Superset and other platforms continue to provide analysis and visualisation. EP Reporter + AI adds automation, personalisation, distribution and contextual analysis.
SaaS
To reduce management of the infrastructure dedicated to the solution.
On-Premise
To keep the solution within your own infrastructure, according to organisational needs.
Architecture, integrations and AI configuration are defined according to the customer’s policies, security requirements and technology environment.
FOR THOSE WHO WANT TO EXPLORE FURTHER
All the features, when you need them.
Explore how EP Reporter + AI connects sources, documents, recipients and analysis. Open the topics relevant to your project.
Data sources and integrations
Connect the environments that hold your information.
Qlik Sense
Reuse Qlik Sense data and visualisations in distributed reports. Link generation to Qlik task completion when the process requires data to be updated before delivery.
Power BI
Use data extracted through DAX queries or existing visuals and pages. These two approaches let you choose between composing a document and reusing existing content.
Databases and QVD files
Integrate datasets through ODBC connections and QVD files to complement BI visualisations with the information needed for the report.
Applications and services
Apache Superset, ERP, CRM and other application sources are integrations to define within the project. Microsoft Graph API, plugins and external providers support connections to the intended services.
Power BI: data, visuals and pages
Build on the work already invested in your reports.
DAX queries
Use customisable DAX queries to obtain datasets for tables and charts in the final document.
Visuals and pages
Reuse individual visuals or complete Power BI report pages without rebuilding every chart from raw data.
Report design, templates and formats
Define the document to generate once.
Reusable templates
Set the report structure and layout and reuse them in subsequent runs. Keep documents consistent across periods and recipients.
Tables, charts and images
Combine tabular data, visualisation images and custom objects in the same document according to the information you need to communicate.
Formulas, filters and sorting
Configure formulas, selections, sorting and rendering properties to obtain the required content and presentation.
PDF and Excel
Generate documents in the formats required by the process: PDF for reading and distribution, Excel when recipients need to work with the data.
Preview the result
Check the document before automating delivery, reviewing readability, layout and content with the business contact.
Personalisation, filters and recipients
One process, the right content for each user.
Information scope filters
Configure selections consistent with the recipient’s area, role, customer, project or responsibility. Distributed content follows the rules defined for that process.
Automatic loops and variants
Generate a variant for each value of the chosen dimension: for example, a report per sales representative, customer or area, without manually preparing each document.
Dynamic recipients
Use fields and expressions to build distribution and link content to the intended recipients.
Subject, message and attachments
Personalise email subject and body, attachments and placeholders using fields, expressions, tasks and visual objects. Reporting and communication remain part of the same flow.
Scheduling, triggers and automation
Schedule runs and govern what happens before and after.
Recurring scheduling
Set the frequency of report generation and distribution according to the business information cycle. Recurring runs apply configured rules without repeating manual operations each time.
Qlik Sense triggers
Start the process when a Qlik Sense task completes, linking report generation to the source update expected by the workflow.
Execution preconditions
Evaluate Qlik expressions before generating the report. Configured conditions determine whether to proceed with the run or skip it.
Retries and error handling
Configure attempts, delays and behaviour when a reload fails, managing anomalies according to explicit rules.
Follow-up actions and task chains
Connect multiple activities and define the steps following a run. Document generation can become one stage in a broader information process.
Outcome notifications
Distinguish success, skip and error with dedicated messages. Process owners can receive information to check the outcome and intervene when needed.
On-demand generation
Allow authorised users to request manual generation when needed, alongside recurring scheduling.
Distribution channels and notifications
Deliver reports through the tools your team uses.
Email and Microsoft 365
Distribute the document with the intended message and attachments. Content personalisation and recipients are managed in the process configuration.
Teams and SharePoint Online
Integrate delivery with the intended Microsoft collaboration environments, verifying access and configuration in the customer’s context.
File system and feeds
Make outputs available through file systems or feeds when the process requires destinations other than email.
Format, channel and recipient
Define together what to send, to whom and through which channel. Operational notifications support distribution monitoring.
Console, permissions and monitoring
Maintain visibility over runs and responsibilities.
Central console
Monitor tenants, service status, scheduler and running tasks from a central management point.
Permissions on connections, reports and tasks
Define owners, users and groups for process resources. Operational access is assigned according to the intended responsibilities.
Execution history and trace
Review history, notifications and execution traces to understand what happened and support anomaly analysis.
Authorised on-demand operations
Enable manual generation only for users who should have it, maintaining process oversight outside scheduled runs too.
Contextual AI, comments and conversational analysis
Bring AI into reporting with a defined scope.
Automatic summaries and comments
Send the generated file to an LLM service with a custom prompt. The result can be included in the email body accompanying the report.
Objective, tone and content
Configure the prompt to request an executive summary, comments on results, key points or targeted extractions. The request guides the expected processing.
Conversation in Power BI and Qlik Sense
EP AI Analyst lets users ask questions in the Power BI Custom Visual or Qlik Sense extension. The answer becomes the starting point for further exploration.
Question context
Visible data, filters, selections and metadata form the configured scope. The model receives the context provided by E-project services, together with instructions and settings.
Assistants, providers and models
Configure assistants, providers, models, prompts and permitted fields. Consider Managed AI or a connection to the company’s BYO AI service according to the agreed plan.
Requests and token usage
Monitor requests and tokens to understand AI usage. Services, consumption and commercial terms must be considered in the adoption plan.
Tables, charts and insights
Use AI for further data processing and exploration, according to the adopted configuration and intended information scope.
Security and validation
Define transferred data, logging, retention and deployment within the project. Provider credentials stay in backend services; responses and configurations are validated with the customer’s team.
Activation and project journey
Start with a real report and verifiable objectives.
Define the use case
Select reports, sources, recipients, frequency, formats and business questions. Identify a business contact and a technical contact.
Configure and verify
Agree on SaaS or On-Premise, access, integrations and AI scope. Verify generation, recipient-specific content, distribution, AI responses and usage before go-live.
- 01
Define
Reports and objectives.
- 02
Connect
Sources and access.
- 03
Configure
Rules, recipients and AI.
- 04
Validate
Outputs, responses and controls.
- 05
Launch
Go-live and monitoring.
Want to verify these features in your environment?
Bring a report, identify the sources and tell us how you distribute it today.
FREQUENTLY ASKED QUESTIONS
Before you start.
Does EP Reporter replace the BI platform?
No. It builds on existing BI platforms and sources, adding automation, distribution and contextual AI.
Can every user see all the data?
The experience is built around the information scope configured for the user, in line with their role and permissions.
Does AI know the report context?
Users can query AI starting from their own report and the information scope defined by the configuration.
Can several business functions use it?
Yes. The same model applies to Executive Management, Management Control, Sales, Production and Project Management.
Can I start with an existing report?
Yes. We identify an existing reporting process and jointly assess automation, personalisation and AI integration.
YOU ALREADY HAVE BI. NOW PUT IT TO WORK.
Bring us a report.
We start with a report someone currently has to prepare, filter, export or distribute. We show you how to turn it into an automated, governed process you can query with AI.
Email us at info@e-projectsrl.it. The buttons open your email application with a prefilled request.