Introduction

AI Synergy is a leader in the field of artificial intelligence and technological solutions, specializing in delivering innovative applications and tools to support organizations in automating business processes. In 2025, the company was approached to develop a reporting management application dedicated to analyzing and generating reports within a data management system.

Client Description

UX MGR is a company operating in the Technology sector for 10 years, specializing in user experience design, web development, and mobile app solutions. Their primary goal was to streamline the process of creating, viewing, and exporting reports to improve operational efficiency in data management and enable better analysis within the organization.

Challenge / Problem

Before collaborating with us, UX MGR faced several key challenges:

• Low efficiency in the processes of report creation and editing.
• Lack of a centralized location to view all reports, which led to disorganized data management.
• Difficulty in defining criteria and filtering report results effectively and understandably.
• The need for the ability to export reports in popular formats like Excel and CSV.

Process and Implemented Solutions

• Reporting Generation System – Implementation of an intuitive wizard for creating reports, allowing users to select forms, values, and filters to include in the report.
• Improved User Interface – Development of a user-friendly interface to quickly view available reports, featuring a "Top 5 Reports" section and a dedicated panel for editing, publishing, and exporting reports.
• Filtering and Defining Criteria – Introduction of precise filtering options for report results, including dates, values, and conditions like "Is Null" or "Most Recent."
• Report Export – Ability to export reports to Excel and CSV files, making it easier for users to share results and integrate with other systems.

Summary & Client's Opinion

The client achieved a 40% improvement in report generation efficiency and reduced report access time from days to minutes. Exporting to Excel and CSV streamlined sharing and integration with other systems.

"Thanks to AI Synergy, our report generation is faster and more efficient. The system is intuitive, and exporting to Excel and CSV has improved our operations significantly." – UX MGR