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rateit.
Reports

Generate an AI report

Create a report with strengths, weaknesses, risks, recommended actions and supporting evidence.

7 min3 stepsOfficial Rateit guide

Before you begin

  • Imported reviews in the selected period
  • Enough Rateit credits
  • Permission to generate reports
01
Step 1 of 3

Choose the scope

Open Reports, select the period and choose the included sources.

  • Use comparable periods for comparisons.
  • Review the estimated number of reviews before starting.
rateit.site
Workflow preview

Choose the scope

Use comparable periods for comparisons.

Review the estimated number of reviews before starting.

Continue
Visual preview · step 1
02
Step 2 of 3

Confirm processing

Generate only after checking the estimate.

  • The pipeline uses structured and summarized data.
  • Names, phone numbers and contacts are excluded from the AI prompt.
rateit.site
Workflow preview

Confirm processing

The pipeline uses structured and summarized data.

Names, phone numbers and contacts are excluded from the AI prompt.

Continue
Visual preview · step 2
03
Step 3 of 3

Turn evidence into action

Open the completed report in history and review the executive summary and priorities.

  • Check the evidence supporting each conclusion.
  • Create goals or playbooks to track improvements.
rateit.site
Workflow preview

Turn evidence into action

Check the evidence supporting each conclusion.

Create goals or playbooks to track improvements.

Continue
Visual preview · step 3
Guide complete

Now test the complete workflow.

Repeat the workflow in a private window or on your phone and verify each expected result before using real data.

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