🚀 Getting Started

This guide will help you get started with using Auto Report to manage your documents and generate reports.

📋 First Steps

Welcome to Auto Report! Follow these steps to get started:

1. Access the Application

Navigate to your organization's Auto Report URL (provided by your administrator) and log in using your credentials.

2. Understand Your Role

Administrator: You can create report types and manage system settings. See the User Guide for Administrators.

Regular User: You can generate reports and chat with the AI assistant. See the User Guide for Users.

3. Learn the Key Concepts

Before you start, it's helpful to understand:

• Report Types: Pre-configured formats for generating reports
• Templates: Document templates that define report structure
• Source Data: Your files (Excel, Word, PDF) that contain the data

Read more in the Key Concepts guide.

4. Get Started Based on Your Role

If you're an Administrator:

1. Read Key Concepts
2. Follow Creating Report Types

If you're a User:

1. Read Key Concepts
2. Follow Generating Reports
3. Learn about Chatting with AI Assistant

5. Authentication

Learn about logging in and authentication in the Authentication Guide.

Need Help?

Contact your system administrator for assistance with:

• Access permissions
• Technical issues
• Questions about report types