Falaah Falaah AI

Creating Reports

Build custom reports across every platform module with filters, charts, AI insights, and automatic scheduling. Export to PDF, Excel, or Markdown.

Muin Reports lets you generate actionable reports from data across every platform module. Combine finance, vendor, HR, compliance, and document data into a single report with charts, filters, and AI-powered insights. Generate on demand, schedule recurring delivery, and export to PDF, Excel, or Markdown.

Overview

Key Features

Feature Description
Cross-Module Data Pull data from Finance, Vendors, HR, Compliance, Documents, and more into one report
Chart Types Bar, line, pie, and table visualizations with interactive hover and drill-down
Filters Narrow results by date range, department, vendor, status, and custom fields
Scheduling Set reports to generate and deliver automatically on a daily, weekly, monthly, or quarterly basis
Export Formats Download as PDF (branded), Excel (pivot-ready), or Markdown (plain text)
AI Insights Natural language summaries highlight trends, anomalies, and recommendations

How to Create a Report

Via the Reports Page

  1. Navigate to Reports in the left sidebar
  2. Click Generate New
  3. Select a report type:
    • Cash Flow Summary — inflows, outflows, and net position
    • Vendor Spend Analysis — spending by vendor, category, and trend
    • Approval Bottleneck — pending items, aging, and approver performance
    • Document Status — processing health, success rates, and errors
    • Compliance Check — missing documents, expirations, and compliance rates
    • Custom — describe what you need and AI assembles the report
  4. Configure parameters:
Parameter Description
Date Range Select a preset (this month, this quarter) or custom dates
Comparison Include previous period for trend context
Detail Level Summary, Standard, or Detailed
Filters Narrow by department, vendor, category, or status
Format PDF, Excel, or Markdown
  1. Click Generate
  2. View the report in the built-in viewer or download it

Via Chat

Ask Muin to generate reports conversationally:

"Generate a cash flow report for Q4"
"Show me vendor spend by department for the last 6 months"
"Run a compliance check for all vendors"

AI generates the report and provides a summary with download links.

Scheduling Recurring Reports

  1. Navigate to Reports –> Schedules
  2. Click Create Schedule
  3. Select the report type and configure parameters
  4. Choose frequency: daily, weekly, monthly, or quarterly
  5. Set delivery method: email to recipients, save to report library, or both
  6. Click Save Schedule

Scheduled reports generate automatically and appear in your Report Library.

Tips

  • Use comparison periods — reports with previous-period comparison provide context that makes data actionable. A $10,000 spend number means more when you know it is up 15% from last month.
  • Schedule recurring reports — set up weekly or monthly reports for metrics you review regularly. Consistency builds habits and ensures stakeholders always have current data.
  • Start with templates — built-in report types cover the most common needs. Use the Custom option only when you need a specific data combination not covered by templates.
  • Export for stakeholders — PDF exports include your branding and are ready for board meetings or donor reports. Excel exports are pivot-ready for deeper analysis.

Next Steps