ALLi - Report Visualization Agent Walkthrough
Using ALLi’s Report Visualization Agent
ALLi’s Report Visualization Agent helps you turn uploaded reports, spreadsheets, and pasted tables into visual-first summaries that are easier to read, share, and present.
Instead of manually building charts or reformatting raw exports, you can ask ALLi to visualize the data and generate a clean report with KPI tiles, charts, and supporting tables.
Quick Takeaway: Upload an Excel file, CSV, PDF report, or paste a table, then ask ALLi to visualize it. If the data is clear and chartable, ALLi builds a visual-first report with KPI tiles, charts, and accessible tables.
What the Report Visualization Agent Does
The Report Visualization Agent converts uploaded reports and structured data into visual summaries that are easier to review and discuss.
It can help you:
- Create KPI tiles from key metrics
- Build charts for trends, comparisons, and category breakdowns
- Visualize aging buckets and time series data
- Turn operational or financial reports into dashboard-style summaries
- Pair every chart with an accessible table for auditability and review
Built for clarity: This agent is designed to visualize real report data, not estimate or fill in missing numbers.
When to Use This Agent
This agent is best used when you want charts, comparisons, or a visual summary built from real report data.
Common use cases include:
- Visual summaries from uploaded financial or operational reports
- Charts and graphs from Excel or CSV exports
- Dashboard-style summaries for board or management review
- Aging bucket breakdowns and delinquency trends
- Monthly, quarterly, or period-over-period comparisons
If your request includes words like report, summary, visualize, chart, graph, trend, compare, breakdown, dashboard, performance, or status, and the data supports charting, ALLi will use this workflow.
Best Input Types
The Report Visualization Agent works best when the report data is structured and readable.
Supported inputs include:
- Excel files (.xlsx, .xls)
- CSV files (.csv)
- PDF reports with selectable text and readable tables
- Pasted tables or structured data in chat
- Combined inputs such as Excel plus supporting notes
Best practice: Excel or CSV is the preferred source when available. These formats are treated as the source of truth and usually produce the cleanest visuals.
How the Agent Workflow Works
The Report Visualization Agent follows a strict process so charts and summaries stay tied to reliable data.
Step 1: You upload a report or paste table data
Step 2: ALLi reviews the file structure and available fields
Step 3: If the data is clear and chartable, ALLi builds a visual summary
Step 4: The report is generated with KPI tiles, charts, and matching tables
Step 5: Notes identify the source sheet, period, or assumptions used
If the data is incomplete, unreadable, or unclear, ALLi asks a few targeted follow-up questions instead of building a misleading chart.
What the Output Includes
When enough reliable data is available, the Report Visualization Agent creates a visual-first HTML report.
Typical outputs include:
- Header with title, reporting period, and generated date
- 4 to 8 KPI tiles
- 1 to 4 charts depending on data richness
- A matching HTML table directly beneath each chart
- A short summary paragraph based only on real values
- Notes about source sheet, source period, or extracted input
Important: Every chart includes a matching table beneath it. This improves accessibility and makes the report easier to audit and verify.
Examples of What It Can Visualize
Financial Reports
- Budget versus actual comparisons
- Expenses by category
- Accounts receivable or payable summaries
- Fund or community comparisons
Operational Reports
- Violations by type or status
- Maintenance activity trends
- Architectural request volumes
- Invoice status or delinquency tracking
Trend and Breakdown Reports
- Aging buckets such as 0 to 30, 31 to 60, 61 to 90, and 91 plus
- Monthly or weekly time series
- Category distributions
- Side-by-side period comparisons
When ALLi Will Ask Follow-Up Questions
If the uploaded data cannot be safely charted, ALLi pauses and asks for the missing information before continuing.
This usually happens when:
- The PDF is scanned or image-based
- Tables are unclear or unreadable
- Headers are missing
- Dates or reporting periods are not included
- Totals or units are ambiguous
In those cases, ALLi may ask for:
- The original Excel export
- A pasted version of the table
- Clarification on missing fields or date ranges
Tip: If your PDF is scanned or difficult to read, upload the Excel export instead. That usually gives the cleanest and fastest result.
Example Prompts
Visual Summary Request
Visualize this report and create a dashboard-style summary with KPI tiles and charts.
Trend Request
Build a visual report from this AR aging export and show trends, aging buckets, and total delinquency.
Operational Breakdown Request
Turn this maintenance report into a visual summary with charts for status, category breakdown, and monthly trends.
Comparison Request
Compare these two periods and create charts showing performance changes by category and total volume.
Recommendations for Better Results
You will get the best output when the uploaded data is structured and clearly labeled.
- Use Excel or CSV when possible
- Make sure dates and reporting periods are included
- Use clear headers for categories and totals
- Upload the most complete version of the report available
- Tell ALLi what kind of visual story you want to see
Helpful examples:
- Focus on aging buckets and delinquency risk
- Show month-over-month changes in maintenance volume
- Highlight the biggest expense categories
- Compare this quarter to last quarter
What This Agent Does Not Do
- It does not invent or estimate missing numbers
- It does not chart unclear data just to complete the request
- It does not output visuals without supporting tables
- It does not treat scanned PDFs as reliable chart sources if the data cannot be extracted clearly
- It does not replace other restricted or specialized flows handled elsewhere
Review before sharing: The Report Visualization Agent produces clean visual summaries from report data, but final interpretation and business decisions should still be reviewed by management and the board.
How This Fits Into Your Workflow
The Report Visualization Agent helps turn raw exports and static reports into something easier to understand and present.
Instead of manually building graphs or reformatting spreadsheets, you can:
- Create visual summaries faster
- Spot trends and outliers more easily
- Prepare cleaner board or management updates
- Use the same source data for both analysis and presentation
Best fit: Financial reviews, delinquency tracking, operational dashboards, period comparisons, and situations where a visual summary is easier to interpret than a raw report.
What’s Next
Once you are comfortable using the Report Visualization Agent, you can pair it with Board Report workflows and saved prompts to create more repeatable reporting and presentation processes.