AI Reports for Perfex CRM

Module documentation for installation, configuration, and core usage.

This is a Perfex CRM module (not standalone).
Required: Perfex CRM installed and active.

1. Installation

1. Zip folder name should be ai_reports (standard Perfex module structure).
2. Go to Setup → Modules.
3. Upload module zip and click Install.
4. Click Activate.
5. Go to Setup → Settings → AI → AI Reports and configure module settings.

2. Menu & Pages

• Dashboard - KPIs, report generation chart, AI breakdown, and recent reports.
• Reports - reports datatable with filters, versions, and quick actions.
• Schedules - schedule table for automated recurring report generation.
• Templates - reusable report templates with prompt + section structure.
• Settings - AI provider/model settings, report defaults, notifications, cron/retry controls.

3. Core Workflow

• Create template with report prompt, selected data sources, and section blocks.
• Generate report from Report Builder with language, tone, and instructions.
• Report jobs can run instantly or through cron queue (based on settings).
• Regeneration creates a new version under the same report.
• Use version compare mode to review current version against older versions.

4. Report View

• Clean centered report canvas for final output.
• Header actions: regenerate, share, send to email, export as HTML.
• Version-aware view and compare mode.
• Staff comments with mentions and notifications.

5. Report Builder

• Select template, language, tone, and optional custom instructions.
• Attach contextual files for report generation input.
• Optional scheduling and automatic delivery flow.

6. Templates

• Prompt-driven template creation for consistent report structures.
• Data source and variable selection to control report context.
• Section-based output design (text, chart, timeline, recommendation).

7. Dashboard & Reports

• Dashboard: high-level usage and performance metrics.
• Reports page: operational report management with KPI cards.

8. Sharing, Email, and Export

• Public sharing with secure tokenized links.
• Version-aware email sending with report link variables.
• Export report as styled HTML.

9. Queue, Schedules, and Retry

• Cron queue processing for controlled AI generation load.
• Scheduled report automation by frequency.
• Retry handling for failed generations.

10. Settings

• AI provider, model, and API configuration.
• Report defaults (language, tone, limits, instructions).
• Notification recipients setup.
• Cron and retry behavior controls.

11. Changelog

Version 1.1.0 - 01 May, 2026

• NEW: Added new AI models with updated pricing (OpenAI, Gemini, Anthropic)
• NEW: Added scoped report generation by single Client, Project, or Lead

Version 1.0.0

• Initial release.

12. Support

For help with setup, migration, or troubleshooting:
support@maniss.dev