Report Agent

Intelligent reporting assistant that generates custom reports from natural language queries with rich visualizations.

MangoApps

Overview

The AI Reporting Agent enables admins and managers to create custom reports using natural language. Simply describe the data you need, and the agent generates tables and charts instantly. Features include: natural language query understanding, automatic chart type selection, employee/attendance/shifts/performance data domains, saved report library, export capabilities, and rich HTML previews in Ask AI.

Platform

Highlights

Generate custom workforce reports from plain-English queries via the Ask AI chat interface.

Visualize data instantly with auto-selected chart types and rich HTML table previews.

Refine reports conversationally — add filters, change grouping, or sort without starting over.

Export reports to CSV, Excel, PDF, or JSON with configurable row limits.

Save reports as reusable templates that teammates can run with one click.

Query across 20+ data domains including employees, attendance, shifts, compensation, and recruiting.

Capabilities

Natural Language Queries

Plain-English report requests (no SQL required)
Conversational refinement ("filter for active only")
Natural date expressions ("last 90 days", "this quarter")
Auto-detection of best-fit data domain from query
Multi-entity query planning (e.g. employees + attendance)
Saved query templates reusable by the whole team

Query Parsing & AI Engine

LLM-powered Query DSL generation with structured output
RAG-based dynamic schema context selection
Few-shot learning from prior successful queries
LLM self-correction loop on validation failures (2 retries)
Query result caching (30-minute TTL, admin-configurable)
Free-form formula expressions in queries Use grouping + metrics instead

Saved Reports

Save any AI-generated report as a named template
Duplicate and remix existing reports
Favorite reports for quick access
Share reports with specific teammates
Public / private visibility per report
Run history and last-result summary per report

Scheduling & Delivery

Scheduled recurring reports (daily, weekly, monthly)
Email delivery on schedule
Run-now trigger for immediate delivery
Enable / disable toggle without deleting the schedule
Webhook / SFTP delivery On the roadmap

Data Sources

Employees & demographics
Attendance & timekeeping
Shifts & scheduling
Performance reviews & goals
Compensation & merit cycles
Leave & PTO
Training enrollments
Onboarding & offboarding
Recruiting (candidates & jobs)
Succession planning
Feedback cycles & responses
OKR objectives & key results
Competency assessments
Service Desk tickets
Promotions & career events
External / third-party data sources Native domains only

Visualizations & Export

Auto-selected chart type (bar, line, pie)
Rich HTML table preview in Ask AI
CSV export
Excel (.xlsx) export
PDF export
JSON export (API use)

Access & Limits

Accessible roles: Manager, Admin, Super Admin
Data domain toggle: Per-domain on/off in settings
Max rows per query: 10,000 (admin-configurable)
Preview rows in Ask AI: 5–20 (admin-configurable)
Max saved reports per user: 50 (admin-configurable)
Query cache TTL: 30 minutes
Pricing: Included with MangoApps Workforce

Use cases

Headcount by department

Ask "Show me headcount by department" and the agent generates a grouped table with totals and a bar chart in seconds.

Attendance trend analysis

Request "Attendance exceptions last 90 days by location" to identify sites with chronic absenteeism patterns.

Compensation benchmarking

Query "Average salary by job title and department" to support pay equity reviews and budget planning.

Recruiting pipeline visibility

Ask "Open jobs by stage and recruiter" to get a real-time view of your hiring funnel across all active positions.

Saved report library

Managers save frequently-used queries as templates so their teams can re-run weekly reports without re-typing the question.

FAQ

Over 20 domains are available including employee data, attendance, shifts, performance, compensation, leave, training, recruiting, succession, OKRs, and more. Each can be toggled on or off in settings.

No. Describe what you want in plain English. The agent interprets your request, selects the right data source, and builds the query automatically.

Yes. Say "filter for active only" or "group by location instead" and the agent modifies the existing report without starting from scratch.

Access is role-based. Managers see their team data, admins see business-wide data, and sensitive domains can be restricted to specific roles.