Report Generator
Getting Started
Creating a Report
Start from Scratch
Hit the + Button to create a new report from scratch.
Import a Template
Already have a saved report template you want to reuse? Select Import Template to browse your saved layouts.
Look for the ⭐ — templates marked with a yellow star are Hiro-built starting points you can customize.
Accessing Legacy Reports
Previously saved reports from the old Report Generator are still available. Find them in the dropdown labeled as Legacy. Select any legacy report and it will automatically migrate to the new version — no manual work needed.
Branding
Make every report feel on-brand — for your agency or your client.
Customize Account Branding - Set your agency logo and colors. These apply across your entire team and every client by default.
Customer Client Branding - Override with a specific client's branding. Great for white-labeling or when a client prefers their own look and feel.
Customizing Your Work Space
Need more room? Collapse the sidebar or resize the side panels to adjust your workspace. Especially helpful on smaller screens.
Working With Slides
Click Add Slide to insert a new one. Drag and drop slides in the sidebar to reorder them.
Duplicate or Delete Slides
Hover over the slide and click on the three dot menu to duplicate or delete slides.
Choose the Slide Layout
Pick from 13 different slide layouts to display your data the way you want.
You can change the selected slide layout at any time, even if you have already added in Block Types. The report will auto adjust to the slide layout you have currently selected.
Once you've selected a layout, click into each component box to choose a Block Type. Drag and drop blocks to rearrange their order within the slide.
Delete a Block
Hover over any block and click the X to remove it.
Saving and Exporting
Save as Template
Reuse your report structure across clients and teammates.
Click Save as Template
Name your template
Set access:
✅ Team Can Access — Anyone on your team can use the template
✅ Team Can Edit — Anyone on your team can modify it
Download as PDF
Click the export icon next to the Slides title, select which slides to include, and download your report as a PDF.
Download as .txt
Need the raw report context for another platform? Export it as a .txt file and upload it wherever you need for even more personalization.
Schedule Automated Exports
Set Up a Schedule
Automate your report delivery by clicking the + icon on the Scheduled Exports title.
Manage Schedules
Hover over a scheduled report to edit or delete it.
Add AI Generated Notes to Exports
You now have the option to include AI-generated report notes in your exports, so you don't have to write them manually. These notes will auto-refresh before each scheduled send, based on the delivery schedule you've set.
Report — Select the checkbox under the Report column to generate notes for the full report, covering all slides. These are best for broad summaries or key impact statements.
Slide — Select the checkbox under the Slide column to generate AI report notes based on the data points on that specific slide.
Common Slides to Add
Report Cover Page
Select the Cover Slide layout and customize your title, subtitle, and image. Adjust the image position — left, right, or none if you prefer a text-only cover.
Notes Page
Select the Cover Slide layout, remove the image, and toggle off the cover logo for a clean, text-only slide. Add your content in the Slide Notes textbox. This is great for adding standalone notes or handling text overflow from other slides.
💡 AI-Powered Notes
Generate Report Notes — Creates high-level notes using your full report as context. Great for executive summaries, key results, and broader impact statements.
Generate Slide Notes — Creates notes specific to the metrics and data on that individual slide.
Best Performing Campaigns Images
Add a one-column slide and select the Campaign Tiles block type to showcase your top-performing email designs alongside their stats — all on a single slide.
FAQ
The information on my slide keeps getting cut off — what do I do?
Text overflow
Reports export as PDFs, so slides have fixed dimensions. If your content extends beyond the slide, move the extra text to a new slide. See the Notes Page section above for how to create a clean, text-only slide.
Table overflow
If your table has too many rows to fit, you can now add additional pages to display the full dataset. Set your Page Size to a max of 20 and an Add Page option will appear at the bottom of the table to add.
