THEO can generate reports — QBR (quarterly business review) summaries, security threat narratives, ticket summaries, and client-facing updates — directly from chat. It pulls live data from your connected products, applies the appropriate report structure, and delivers a formatted document you can review and send. This article explains how to request reports and what THEO can produce.
Requesting a Report from Chat
To generate a report, describe what you want in plain language. THEO will ask clarifying questions if it needs more information (such as the client, the date range, or the format).
Example requests:
- "Generate a QBR for Contoso — Q1 2026."
- "Write a security summary for Northwind covering the last 30 days."
- "Summarize this month's tickets for all clients and format it for an executive audience."
- "Draft a weekly status update for Acme in narrative format."
QBR Reports
A quarterly business review report for a client draws on:
- Ticket volume and resolution metrics for the period
- Open and closed incidents
- Device health summary
- Billing and invoice status
- Key wins and outstanding items
THEO formats the report with section headers suitable for a client presentation. Specify "executive format" if the report will go directly to a client's leadership team — THEO will keep the language non-technical and focus on outcomes.
Security Threat Narratives
For clients who need a security summary — either as part of a QBR or as a standalone report — ask THEO to generate a threat narrative:
"Write a threat narrative for Northwind covering the last 90 days — include any incidents, alert volume, and what we resolved."
THEO draws on the security incident history, alert counts, and any ARGUS investigation findings to produce a plain-language account of the threat landscape and your team's response.
Ticket Summaries
Ticket summaries are the fastest report type. THEO can generate them for a single client, across all clients, or filtered by technician, status, or category.
Examples:
- "Summarize all overdue tickets right now."
- "Give me a ticket digest for the Austin team this week."
- "How many P1 tickets did we open and close for Contoso in March?"
Choosing a Report Format
You can specify the format you want:
- Narrative — prose with section headers, suitable for reading or sharing in a document
- Bullet — concise bullet lists, good for internal briefings
- Executive — short, outcome-focused language for leadership audiences
- Code — not typically used for reports, but available if you need structured output
If you do not specify a format, THEO chooses based on the type of report and the apparent audience.
Reviewing and Refining
THEO produces a draft. You can ask for changes in the same conversation thread:
- "Make the security section shorter."
- "Add a line about the mailbox migration we completed."
- "Rewrite the opening paragraph — make it sound less formal."
Continue iterating until the report is ready. Then copy the text, export the conversation, or ask THEO to add the report as a ticket note or attachment.
Voice Analysis Reports
If you use THEO's voice call transcription, THEO can generate a post-call report summarizing the call's key points, action items, sentiment, and any compliance flags. These are generated automatically after a voice analysis and are available under Voice → Analyses.
FAQ
Can THEO send the report directly to the client?
THEO can draft the report and, if you have PSA integration configured, add it as a note to a ticket or send it as a client message. It will not email a report directly to a client without you reviewing the draft first.
How current is the data in a generated report?
THEO pulls live data from your connected products at the time you make the request. For ticket counts and incident history, the data is as current as your PSA and security integrations.
Can I save a report template?
THEO does not currently have a saved report template feature. You can create a Custom GPT (Business tier) with report formatting instructions to produce consistent output on demand.