Reports
Generate AI-written executive reports with live charts, then export as PDF, DOCX, or PPTX.
Reports turn a dashboard into a shareable document. DuckViz generates a Notion-style report with live charts, AI-written analysis, and live numbers from your data — all created and rendered in your browser.
How report generation works
Click Generate Report on any dashboard. The process has four stages:
1. Template auto-selection
DuckViz detects the data domains of your widgets (e.g. "Sales", "Infrastructure") and picks the most relevant report template. Templates define the section structure, tone, and the prompt the AI follows.
2. Instant scaffold
Before any AI call, DuckViz builds the scaffold — the report structure you see immediately:
- H1 title
- H2 section headings from the template
- Chart blocks for each widget in the dashboard
This appears in the editor instantly (no loading delay).
3. Parallel content streaming
DuckViz writes up to 3 sections in parallel. Each section takes ~1–2 seconds. As sections complete, their content fills into the scaffold — you can watch the report build in real time.
Each section generates 2–4 content blocks with:
- Executive-style prose (summaries, analysis, recommendations)
{{variable}}placeholders for live data (e.g.{{total_revenue}},{{top_category}})
4. Variable resolution
After content arrives, DuckViz resolves {{variable}} placeholders by running DuckDB queries locally. For example, {{total_revenue}} might resolve to "$1,234,567" with live values from your data.
Editing reports
The report uses a Notion-style block editor. You can:
Block editing
- Click any text to edit it directly
- Drag blocks to reorder them (grab the drag handle on the left)
- Select multiple blocks by dragging a selection box
Slash menu
Type / to open the slash menu and insert new blocks:
- Heading (H1, H2, H3)
- Paragraph
- Bullet list / Numbered list
- Blockquote
- Callout
- Divider
Floating toolbar
Select text to see a floating toolbar with formatting options:
- Bold, Italic, Underline, Strikethrough
- Highlight
- Block type switching
AI chat modifications
The right-side panel has a chat interface. After the report is generated, you can ask the AI to modify it:
- "Make the tone more casual"
- "Add a risks section at the end"
- "Shorten the executive summary"
- "Add more detail about Q4 performance"
Each modification replaces the full report content with the updated version. Modifications consume credits — see Credits.
Live charts
Charts from your dashboard appear as interactive blocks inside the report. They run their queries and render in real time — not static images. When you export, charts are captured as images automatically.
Exporting
Clicking Export opens a pre-export dialog with an A4 preview, report and dashboard name fields, an optional cover page, and an optional table of contents. Three formats, all rendered entirely in your browser:
| Format | What you get |
|---|---|
| A clean, vector-text PDF with rasterized charts. The optional table of contents has clickable bookmarks that jump to each section. Text stays selectable and searchable — it's not an image. | |
| DOCX | A real Word document with headings, paragraphs, native tables for data-table widgets (first 30 rows), and inline chart images. The TOC uses internal Word hyperlinks. |
| PPTX | A PowerPoint deck with one slide per chart plus title and summary slides. |
Report layout
The report view is a split-panel layout:
- Left panel — the editor on an A4-width paper, infinite height (no page breaks)
- Right panel — generation timeline and chat input for modifications
Resize the divider to adjust the split. Looking for a slide-oriented output instead? See Deck Mode.