Analysis

What it is for

The Analysis tab in Reports reads your numbers and highlights what deserves attention, with or without AI.

Before you start

• Have closed months. Optional: an AI turned on in the AI page.

Step by step

1. Open Reports › Analysis.
2. Read the summary and findings (good, attention, alert).
3. If you have AI, ask in the chat: "where can I cut?".
4. History keeps saved analyses.

Every action on this screen

Local engine

Works without AI or internet; shows the provider in use.

Findings

Example: "Leisure is 24% above normal".

AI chat

Ask about your numbers; answers use the app's overview.

Set up AI

The button goes to the AI page.

Shortcuts

• Enter sends in the chat.

Common problems

No chat without AI. Turn on a provider under AI.

See also

• Reports
• AI
• Dashboard › Goals