利用 AI 提炼信息并撰写清晰叙述。大型语言模型擅长总结和压缩数据。例如，如果报告包含冗长的分析或会议记录，AI 可以生成简明摘要。
AI 摘要用简短的总结替代冗长的报告和手册，突出关键点。
— AI 摘要专家
输入数据
向 AI 助手（ChatGPT 或内置 BI 工具）提供详细的文字记录、图表或分析。
AI 处理
请求“关键要点”或执行摘要，提取最重要的结论。
润色输出
将 AI 生成的叙述用作报告引言或要点，便于快速理解。
实用应用：这些 AI 生成的叙述让读者无需阅读所有细节，也能快速掌握要点，同时不遗漏关键信息。
AI 驱动的内容总结流程
协作与校验
最后，利用现代云平台进行团队协作，但始终验证 AI 输出。基于云的 BI 工具支持实时协作——多位同事可同时查看、编辑和评论报告，避免版本混乱。
AI 自动化
AI 负责内容
数据摄取与处理
图表和可视化生成
模式识别
内容总结
模板应用
人工监督
人工校验内容
数字和计算的准确性
假设的有效性
图表标签的正确性
上下文的适当性
最终质量保证
重要提醒：切勿跳过人工监督。务必将 AI 的数字和假设与原始数据进行核对。确保图表标签正确，AI 撰写的文本在上下文中合理。
最佳实践：让 AI 处理繁重工作，但由专家审查最终报告的准确性和清晰度。人工快速检查能在报告发送给利益相关者前捕捉 AI 的失误。
协作报告校验工作流程
关键要点
连接并清理数据：在 AI 驱动的 BI 工具中集中数据源，节省准备时间（参见 IBM Cognos 集成）。
使用 AI 报告向导：利用 Power BI 快速报告等工具，从字段自动生成图表。
用自然语言提问：通过输入问题（如“显示上季度销售趋势？”）使用 AI 助手，快速获得可视化结果。
使用模板自动化：保存报告模板，安排更新和分发，实现报告自动刷新。
总结内容：应用 AI 摘要，将冗长分析转化为简明洞察。
审查与协作：利用云平台实现实时团队协作，始终通过人工审核验证 AI 输出。
生成报告的顶级 AI 工具
ChatGPT
ChatGPT is a generative AI application developed by OpenAI that enables users to quickly create professional-style written output—including structured reports—via natural language prompts. By asking ChatGPT to "generate a report on X topic", users can receive a draft document with headings, analysis and narrative in minutes, accessible on web and mobile. It supports multiple languages, multiple models, and offers both free and paid tiers.
Natural-language prompt input for generating structured reports, summaries, narratives.
File uploads and data analysis capabilities (in advanced plans) including spreadsheets, PDFs, and document‐analysis workflows.
Web and mobile access across platforms (browser, iOS, Android) for flexibility.
Microsoft 365 Copilot (often simply “Copilot”) is an AI-enhanced tool by Microsoft that helps users generate content, analyse data, and draft professional-style reports across Microsoft 365 apps. By integrating with applications like Word, Excel, PowerPoint and Teams, Copilot leverages organizational data, large-language models and contextual intelligence to automate document creation, data insights and workflow tasks.
Generates structured documents and reports within Word or PowerPoint, leveraging your data and context.
Performs data analysis in Excel: identifies trends, suggests formulas, creates visuals and summaries.
Enables “chat with your data” experience in Power BI: ask questions about your datasets and get answers or summaries.
Integrates across Microsoft 365 apps using your organization’s data via Microsoft Graph, providing personalized, context-aware responses.
Copilot is not free in full form: access typically requires a Microsoft 365 subscription with Copilot licensing—free consumer version may have limited features.
Requires proper data model preparation (especially in Power BI) to ensure accurate insights; otherwise outputs may be generic or less reliable.
Multilingual support and availability of all features vary by region; some experiences are still in preview and some regions are unsupported.
While powerful, it does not fully replace specialised business-intelligence platforms or guarantee error-free output—human review remains necessary.
Microsoft Power BI is a business intelligence and reporting platform developed by Microsoft that enables organizations to connect to a wide range of data sources, transform and model that data, then generate interactive visuals, dashboards and reports to extract actionable insights. With support for AI-powered features such as natural language Q&A and Smart Narrative, Power BI accelerates report creation and data storytelling.
Connects to 100+ data sources (databases, cloud services, files) and supports data transformation via Power Query.
Built-in AI features: natural-language Q&A, automated insights and Smart Narrative to generate commentary on visuals.
Interactive dashboards and reports with drag-and-drop visuals, real-time analytics, sharing and collaboration via the Power BI Service.
Cross-device support: Desktop app for Windows, web service, and mobile apps for Android/iOS for viewing reports on the go.
The free version (Power BI Desktop / free service) lacks sharing capabilities and has data size/storage limits; full features require paid licensing.
Performance and scalability may degrade with very large datasets or complex models; dataset size limits apply depending on licence.
Steep learning curve for advanced modelling (e.g., DAX formulas, data modelling) and higher-end customisation may require technical expertise.
Real-time collaboration and editing features can be limited compared to other tools; some device responsiveness or custom visual limitations exist.
Storydoc is a web-based platform that uses generative AI to turn standard documents, slides or reports into interactive, visually engaging narratives. With Storydoc you can create professional-looking reports, pitch decks or impact stories fast—by simply feeding prompts, PDFs or website links—and the system automatically generates layout, visuals, text and brand styling. It also offers tracking and analytic features so you can monitor viewer engagement in real time.
AI-driven report generation: input a prompt, document or website and Storydoc fills slides with content, structure and visuals.
Interactive-friendly output: live charts, embedded videos, forms and content that adapts to mobile devices.
Engagement analytics: track how people read, click and interact with your report or deck to refine your content.
Integrations & personalization: connect to CRMs or data sources, use dynamic variables for personalization, and generate many versions automatically.
While there is a free trial, full-feature access requires a paid subscription (Starter, Pro, Team tiers).
Some users report that the editor or customization options can be slower or more limited than fully manual design tools.
Data-visualisation and input quality still depend on how much relevant source data you provide; blank or placeholder visuals may appear if inputs are insufficient.
Mobile browser experience may vary depending on content complexity (though responsive design is emphasised).
