> Create sales, recruitment and project reports with AI connected to Hice. Use accessible records and explicit criteria without prebuilt dashboards.

Source: https://hice.ai/en/business-reports-ai-assistants
# Business reports with ChatGPT and Claude using your data

A report need not depend on a prebuilt dashboard. Connect Hice to your AI assistant and describe your question: pipeline, recruitment, hours or projects. The analysis uses accessible records and makes missing information explicit.

## A practical request for your assistant

Example request: the response depends on the available records and the operations accessible to your user.

## Define the report before generating it

Start with the decision you need to make. 'How are sales going?' is broad; 'Which open opportunities need an activity this week?' defines the data, period and outcome. Specify filters, units, audience and desired format.

Ask for three parts: facts from accessible records, interpretation and missing data. For comparisons between periods, use consistent definitions. A model can organize an analysis that has no prebuilt dashboard, but a new metric is useful only when the data required to calculate it is available.

## A new analysis does not always need a new feature

When the software stores the necessary data, an assistant can combine it into a different analysis: newly acquired contacts and linked opportunities, search progress by client, or approved hours by project. Specify relationships and ask how the results were obtained.

This expands possible analyses without promising that AI can create any app feature. A new workflow may require unexposed operations, permissions or missing data. First ask which operations are available, then build the sequence. If a capability is absent, state the manual step rather than hiding it.

## Hours, costs and margins: check the calculation basis

Recorded hours are not necessarily approved, billable or invoiced hours. For a project report, specify included statuses, period and the source of rates. Before calculating a margin, verify that costs and revenue use the same time basis and currency.

Request a readable formula and a list of missing data. If a consultant's cost is absent, the model should not replace it with an undisclosed estimate. Use the analysis to identify what to verify in the app; then compare periods or projects using consistent criteria.

## Frequently asked questions about AI reports

### How can I create business reports with AI without exporting every time?

Hice connects CRM, ATS and operational records to ChatGPT, Claude and compatible MCP clients. Authenticate your account and request a read of accessible records. The assistant can prepare analyses and proposals; review and confirm changes. Availability and features also depend on the client you use.

### Do the extension and AI connection cost extra?

Hice charges no additional fee for the extension or AI assistant integration, including on the free plan. Hice plan limits and AI provider costs or requirements remain separate.

### Can AI change records without a check?

The connector respects your user's permissions. Writes are prepared and confirmed through Hice; the AI client can also request its own approval.

### Can I create reports without a prebuilt dashboard?

Ask the assistant to analyze and organize accessible records. The report should state filters, criteria and missing data; a model does not automatically create operations absent from the connector.

## Browser extension and AI connector included

Hice charges no additional fee for the extension or AI assistant integration, including on the free plan. Hice plan limits and AI provider costs or requirements remain separate.

## Guides to get started

### Use Claude for clients, opportunities and pipelines

Connect your CRM, define report criteria and review proposals before updating records.

### Create AI business reports from your software records

Define filters and formulas for sales, recruitment and project reports without relying on prebuilt dashboards.

### Prepare billing data with AI: what to verify

Check hours and rates and distinguish drafts, billing status, issuing and sending the document.

## Choose your next step

- Connect ChatGPT and Claude
- CRM with ChatGPT
- ATS with ChatGPT
- CRM with Claude
- ATS with Claude
- PSA with AI assistants
- Database
- Hice MCP connector