Reports you describe, not build
The Analytics page turns a plain sentence into a report over your PromoPlan data. Type an idea like "best selling items during promotion", "stores with no promotion in the last 8 weeks", or "spend by retailer this quarter", and PromoPlan designs the report for you: which data, which columns, how it is filtered and sorted.
The AI designs the report once. Every run after that executes the saved design against your live data, so a saved report is always current and never costs another AI call. Date ranges are stored relative ("the last 8 weeks"), so "this quarter" still means this quarter next year.
Generating a report
Open Analytics and describe what you want to see. The example chips are good starting points.
Choose Generate report. The result appears as a table with totals where they make sense.
If something is not quite right, use Change this report under the result: "add the retailer column", "only Drakes stores", "sort by sales value". The design is revised, keeping everything your instruction did not touch.
Saving and rerunning
Save report names the design and adds it to the saved list. Anyone in your PromoPlan group can run a saved report; designing new ones is for administrators.
Run a saved report any time from the list; it uses fresh data on every run.
Refining a saved report shows an "Edited, not saved" chip with Save changes (update the saved design) or Save as new (keep both). Use Edit on a saved row to rename or re-describe it.
Getting a report out
Every result can be exported as a PDF (landscape table) or Excel file, ready for a buyer meeting or a board pack.
What the reports can see
Reports draw on your promotions (including sales results and spend), promotion lines, products, customers and their promo activity, retailers, budgets, and your imported sales lines from the Sales data area, so questions like "sales for one store over the last 8 weeks" or "value by product this month" work too. They only ever see your company's data.