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# How to generate PDF reports with AI in one click
- URL: https://blog.jestor.com/generate-pdf-reports-with-ai/
- Published: 2026-09-16T18:49:39.000Z
- Updated: 2026-09-16T18:49:39.000Z
- Author: Bruno Bannach

To **generate PDF reports with AI**, you describe what the report should contain and how it should look, and the system builds it from the data on that record. In **Jestor**, this runs from the card itself, so the report always reflects the specific opportunity, project or ticket you are looking at.

## Why report building eats so many hours

Reports are rarely hard. They are repetitive. Someone opens a document, copies the numbers from the system, formats the headings, adjusts the colors and sends it.

Multiply that by every client, every week, and a meaningful share of a team's capacity goes into formatting rather than thinking.

What automated reporting replaces:

- Copying record data into a document by hand
- Reformatting the same layout for every client
- Reports that are out of date the moment they are saved
- Inconsistent structure depending on who wrote it
- No history of what was sent and when

## What you can specify in the request

| Instruction  | Example                           | Effect on the output             |
| ------------ | --------------------------------- | -------------------------------- |
| Audience     | A report to present to my manager | Adjusts depth and tone           |
| Sections     | Executive summary and next steps  | Defines the structure            |
| Visual style | Professional, gray and black      | Colors and formatting            |
| Data scope   | This opportunity's fields         | What gets pulled into the report |
| Format rules | Consulting style layout           | Overall presentation             |

## Step by step to produce one

1. **Open the record** you want the report to describe.
2. **Find the report tool** among the card's tools.
3. **Describe the report**: who it is for, which sections it needs and what style to use.
4. **Submit the request** and let the generation run in the background.
5. **Wait for the notification**, since the system tells you when it finishes.
6. **Open or download the PDF**, which stays saved on the record.
7. **Regenerate if needed**, adjusting the instructions for a different version.

## Why keeping reports on the record matters

A report detached from its source becomes a snapshot nobody can verify. Keeping it attached to the record means anyone can see which data produced it and generate a fresh version when something changes.

- **Built from the record's own data:** fields pulled automatically
- **History preserved:** multiple generated reports stay available
- **Regeneration supported:** the most recent report can be rebuilt
- **Deletable from the field:** old versions can be removed directly

## Frequently Asked Questions

### Where does the report get its data from?

From the fields on the record you generated it from. See [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can I choose the visual style?

Yes. Style instructions, including colors and formatting, are part of the request.

### Are previous reports kept?

Yes. Generated reports are stored on the record and can be opened or deleted.

## Video Tutorial: Step by Step

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://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.