> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Reports

> Generate chat, lead and appointment reports in Notfy, filter by period, export as PDF or CSV and send by email from the Report Center.

The **Report Center** brings together Notfy's reports on a single screen. You choose the report, adjust the filters and generate the PDF file, export it as CSV or send it by email.

## When to use

Use the reports when you need a document for a results meeting, for the board or for analysis in a spreadsheet. To follow the day-to-day on screen, use the [Dashboard](https://docs.notfy.ai/en/painel-de-controle.md).

## Generate a report

**1. Open the Report Center**

In the menu, **Reports** group, click **Report Center**.

**2. Choose the report**

In the **Report** field, select the one you want to generate. If you only have access to one report, it comes already selected.

**3. Adjust the filters**

Each report has its own filters, usually **Start date** and **End date**.

**4. Generate or export**

Use one of the buttons at the bottom of the form (see below).

| Button | What it does |
| :- | :- |
| **Generate PDF** | Opens a **Report Preview** on screen, with a **Download** button. |
| **Export CSV** | Downloads a CSV spreadsheet with the data. |
| **Send by email** | Sends the report to a recipient (see below). |

### Send by email

In **Send by email**, fill in:

| Field | Description |
| :- | :- |
| **Email Server** | SMTP server registered in the account's integrations. |
| **Format** | PDF or CSV. |
| **Recipient Email** | Who receives the report. |

> [!NOTE]
>
> To send by email you need an active SMTP integration. Without it, the field warns that you need to configure one. The sending is done in the background; you get the notice "Report generation has started and will be sent to your email".

## Available reports

| Report | What it is for |
| :- | :- |
| [Chat Report](https://docs.notfy.ai/en/relatorios/atendimento.md) | Conversations, response time, agents and channels. |
| [Lead Report](https://docs.notfy.ai/en/relatorios/oportunidades.md) | Funnel, revenue, conversion and loss reasons. |
| [Scheduling Report](https://docs.notfy.ai/en/relatorios/agendamentos.md) | Events in the period by status. |
| [Report catalog](https://docs.notfy.ai/en/relatorios/catalogo.md) | The 11 available reports, filters and requirements. |

The Center may show other reports, depending on the account's plan and permissions, such as customers, legal processes, signatures, vehicle stock, financial, inventory, tax and accounting. What you do not have access to does not appear in the list.

In addition to the reports, the **Credit Consumption** item, in the same menu group, shows AI credit usage. See [AI credit consumption](https://docs.notfy.ai/en/relatorios/ia-uso.md).

## Useful cross-checks

| Combination | What you find out |
| :- | :- |
| Chat and Leads | Whether a high response time coincides with a drop in conversion. |
| Scheduling and Leads | How many meetings become deals. |

## See also

> [card] [Dashboard](https://docs.notfy.ai/en/painel-de-controle.md)
>
> Indicators on screen, without generating a file.

> [card] [Chat Report](https://docs.notfy.ai/en/relatorios/atendimento.md)
>
> Service by agent and channel.

> [card] [Lead Report](https://docs.notfy.ai/en/relatorios/oportunidades.md)
>
> Sales funnel performance.

> [card] [Scheduling Report](https://docs.notfy.ai/en/relatorios/agendamentos.md)
>
> Events by status and integration.

> [card] [Report catalog](https://docs.notfy.ai/en/relatorios/catalogo.md)
>
> Get to know all the reports and their filters.


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