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# How to Generate PDF Reports With AI in One Click
- URL: https://blog.jestor.com/generate-pdf-reports-with-ai-2/
- Published: 2026-09-17T22:26:09.000Z
- Updated: 2026-09-17T22:26:09.000Z
- Author: Bruno Bannach

To **generate PDF reports with AI**, you select which fields from a record the report should use, describe the style you want, and the platform assembles the document. The data comes from the record; the formatting comes from your instructions.

## Why report generation eats hours

Reports are rarely hard. They are repetitive, and the information they contain already exists somewhere in the system.

- Data copied out of records into a document template
- Formatting redone every time a different audience needs it
- No history of which version went to whom
- Nobody able to produce one without the person who owns the template

## What you can ask the AI to produce

| Element           | What you can specify                                       |
| ----------------- | ---------------------------------------------------------- |
| **Content**       | Executive summary, next steps, or any section you describe |
| **Source fields** | Which record fields feed the report — or all of them       |
| **Style**         | Professional, consultancy-like, or any tone you name       |
| **Colours**       | Your brand palette, specified in plain language            |

## How to configure it in Jestor

1. Open the PDF generator from the tools area of the record card in **Jestor**.
2. Choose the attachment field where the generated report will be saved.
3. Select which fields the report should use — there is an add-all option.
4. Define the **AI** rules: what the report should contain and how it should look.
5. Generate, and let it notify you when the document is ready to download.

## Why choose Jestor for AI-generated reports?

**Jestor** keeps every generated report in the record's history, so you can compare versions, delete one, or regenerate the most recent with adjustments — "change grey to dark green" is enough to get a new version in your brand colour.

Generation runs in the background, so you can keep working and pick up the report when it is done.

## Frequently Asked Questions

### Where is the report saved?

In an attachment field you choose on the record. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I regenerate with changes?

Yes, by describing the adjustment in plain language.

### Can I keep more than one version?

Yes, generated reports are kept in the record's history.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.