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Save time and learn key insights with HeyOrca's AI Report Summary
Save time and learn key insights with HeyOrca's AI Report Summary

Learn how to use AI Report Summary to easily measure your content's performance!

Updated over 4 months ago

HeyOrca's AI Report Summary allow you to gain key insights and identify opportunities for improvement by providing you with an automatically generated report summary! Using AI, HeyOrca analyzes your selected report type and date range, to quickly provide a summary of your content's performance.

With AI Report Summaries, you can save time analyzing your reports and provide more thorough summaries for your clients in seconds!

Before you begin:

  • AI Summaries are available on all Reports!

  • Exported reports won't contain AI Report Summaries at this time

Step 1: Head over to the Reports section

The first step in generating your AI Report Summary is to head over to the Reports tab to select the report you want to generate.

Step 2: Generate your desired report

Select the desired profile you want to generate the report for. You can generate a report for any type of Standard or Pro Report!

With your account type selected, choose the date range you want to have your summary be generated for.

Image showing the date range picker used to select a report  date range

Step 3: Generate and View your AI Report Summary

Once your date range is selected, hit the Generate Summary button! Your generated summary will be displayed at the top of your report. Here, you'll be presented with a summary of key observations, highlighting both successes and areas of opportunity.

arrow pointing to the generate summary button located towards the top of the generated report

By providing you with a summary of your content's performance, you're able to #takebackyourday and save time analyzing your reports to measure your content's performance.

Additionally, anytime a new date range is selected, a new summary based off the new range will be generated!

How can I share this report?

Internal team members who have access to reports will be able to see the summaries themselves. To share your reports with clients - copy and paste the content into an email, or whatever format you use to communicate with clients and other stakeholders! Feel free to take credit for the analysis — we won't tell!

Note: The AI summary will not be included in any exported reports at this time.

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