Accessing Reports
Navigate to Valuations → Reports from the sidebar to access the reports page.Permission Required: You need Reports role or Admin access to view reports.
Empty State
If you don’t have any valuations yet, you’ll see:- Icon: Chart graphic
- Title: “No Valuations Yet”
- Message: “Create your first valuation to get started”
- Action: “Create First Valuation” button
Report Configuration
At the top of the page, configure which valuations to compare.Valuation Multi-Select Dropdown
Label: “Select valuations…” (or “X valuations selected”) Features:- Multi-select dropdown (select multiple valuations)
- Shows valuation dates as options
- Draft badge for draft valuations
- Checkmark indicator for selected items
- Shows count: “X valuations selected”
- Draft count: “(X Draft)” badge if any drafts are selected
Auto-Selection: By default, the newest 2 valuations are automatically selected when you first open the page.
Selection Persistence
- Your selection is saved in browser storage
- Returns to your last selection when you revisit the page
- Persists across browser sessions
- Per-organization (different selection for each org)
Clear Selection Button
Button: “Clear” (appears when valuations are selected) Action:- Removes all selected valuations
- Clears saved selection from storage
- Prevents auto-selection on next visit
Report Empty State
Displays when: Fewer than 2 valuations are selected Message:- Icon: Chart graphic
- Title: “Select At Least 2 Valuations”
- Description: “Choose at least two valuations from the dropdown above to generate a report”
Executive Summary
Displays when: 2 or more valuations are selected Four summary cards showing key metrics from the newest selected valuation with trend indicators:Total Attention Valuation
Display: Final total value (e.g., “€125,000”) Trend: Percentage change from oldest to newest (e.g., “+15.2%”) Color: Green (increase), Red (decrease), Gray (no change)Sales Value
Display: Total sales value Trend: Percentage change Color: Green/Red/Gray based on trendMedia Value
Display: Total media value Trend: Percentage change Color: Green/Red/Gray based on trendQualitative Multiplier
Display: Brand multiplier (e.g., “1.15x”) Trend: Absolute change (e.g., “+0.05”) Color: Green/Red/Gray based on trendTrends compare the oldest selected valuation to the newest selected valuation, not sequential changes.
Historical Comparison Chart
Title: “Historical Comparison” A multi-line area chart showing valuation trends over time.Chart Features
Three Stacked Areas:- Sales Value (Blue) - Bottom layer
- Media Value (Green) - Middle layer
- Total Attention Valuation (Purple) - Top layer with brand multiplier
- Grid lines - Help read values
- Legend - Shows all three series
- X-Axis: Valuation dates (e.g., “Jan 15”)
- Y-Axis: Currency values
How to Read
- Upward trend - Value is increasing
- Downward trend - Value is decreasing
- Flat - Value is stable
- Distance between lines - Shows contribution of sales vs media
AI Insights
Plugin Required: AI Insights require the AI Insights for Reports plugin (Professional/Enterprise plans). See AI Insights for Reports for setup details.
Enabling AI Insights
To enable:- Go to Platform → Plugins
- Find “AI Insights for Reports” plugin
- Click “Enable”
- Configure AI provider (Groq, Google Gemini, OpenAI, Anthropic, or OpenRouter)
- Enter API key
- Optionally customize prompt
Generate Insights Button
Button: “Generate AI Insights” (blue primary button with sparkles icon) Action:- Sends selected valuations to AI for analysis
- Generates insights about trends, patterns, and recommendations
- Shows loading spinner while processing
Insights Display
Card Title: “AI Insights” with provider badge (e.g., “Powered by Groq”) Insight Items:- Icon: Sparkles, Bolt, CPU Chip, or Beaker (randomly assigned)
- Title: Bold insight summary
- Description: Detailed insight text
- Multiple insights per report (typically 3-5)
- Icon: Sparkles
- Message: “No insights generated yet”
- Subtitle: “Click ‘Generate AI Insights’ to analyze your valuations”
AI Provider Options
Supported Providers:- Groq - Fast and cost-effective
- Google Gemini - High quality insights
- OpenAI - GPT-powered analysis
- Anthropic - Claude-powered analysis
Custom Prompts
You can customize the AI prompt in plugin settings to:- Focus on specific metrics
- Request specific analysis types
- Add context about your organization
- Tailor tone and language
Common Errors
“AI Insights plugin is not enabled”- Go to Plugins and enable AI Insights
- Add your API key in plugin settings
- Try selecting fewer valuations
- Reduce custom prompt length
- Check your API provider plan limits
- Upgrade plan or wait for quota reset
- Wait a moment and try again
Valuation Comparison Table
Title: “Valuation Comparison” A table comparing key metrics across all selected valuations.Desktop Table
Columns:- Metric - Metric name (left-aligned)
- [Date 1], [Date 2], etc. - One column per selected valuation (right-aligned)
- Change - Percentage change from oldest to newest (right-aligned)
- Total Value - Final total valuation
- Sales Value - Total sales revenue
- Media Value - Total media value
- Quality Multiplier - Brand multiplier (shows absolute change, not percentage)
- Green: Positive change (increase)
- Red: Negative change (decrease)
- Gray: No change
Mobile View
Instead of table, shows one card per valuation with all metrics:- Valuation date as card title
- Total Value
- Sales Value
- Media Value
- Quality Multiplier
Sales Breakdown Table
Title: “Sales” Detailed sales revenue comparison.Desktop Table
Rows:- Merchandise Revenue
- Matchday Revenue
Mobile View
One card per valuation showing:- Merchandise Revenue
- Matchday Revenue
Player Sales Table
Title: “Player Sales Value” Individual player transfer breakdown.Desktop Table
Rows: One row per player sale across all valuations- Player name in left column
- Sale value only shown for the valuation where player was sold
- Other columns are empty (players are only sold once)
- No change column (not applicable for one-time sales)
Mobile View
One card per player sale showing:- Player name as card title
- Sale date
- Sale value
Professional/Enterprise Only: Player sales tracking requires Professional or Enterprise plan.
Media Value Breakdown Table
Title: “Media Value” Comparison across all six media channels.Desktop Table
Rows:- TV
- Web TV
- PR
- Digital
- Social (combined: followers + impressions + engagements)
- Attendance & Hospitality (combined: attendance + hospitality guests)
Mobile View
One card per valuation showing all six channels with values.Calculation Notes
- TV: Duration × Size Multiplier × CPM × Viewers ÷ 1000
- Web TV: Views ÷ 1000 × CPM
- PR: Reach ÷ 1000 × CPM
- Digital: Impressions ÷ 1000 × CPM
- Social: Sum of (Followers CPM + Impressions CPM + Engagements CPM)
- Attendance & Hospitality: (Attendance ÷ 1000 × CPM) + (Guests × Value per Guest)
Brand Value Indicators Table
Title: “Brand Value Indicators” Comparison of all four brand indicators on 1-10 scale.Desktop Table
Rows:- Popularity
- CSR
- Culture
- Fans/Loyalty
- Green: Increase
- Red: Decrease
- Gray: No change
Mobile View
One card per valuation showing all four indicators.Export Options
Button: “Export” dropdown (top right) Two export formats available:Export PDF
Action: Opens browser print dialog What’s included:- Organization logo (if uploaded)
- Report title: “Valuation Report”
- Date range (if 2+ valuations)
- Executive Summary cards
- Historical Comparison chart
- All comparison tables (Valuation, Sales, Player Sales, Media, Brand)
- AI Insights (if generated)
- Navigation elements
- Configuration dropdowns
- Export buttons
- Interactive elements
- Page size: A4
- Margins: 0.8cm
- Orientation: Portrait
- Colors: Preserved
Export CSV
Action: Downloads CSV file Filename:valuations-report-[first-date]_to_[last-date].csv
What’s included:
- All valuation fields for selected valuations
- One row per valuation
- Player sales in separate section
- Raw values (not formatted currencies)
- Import into Excel/Google Sheets
- Further analysis with other tools
- Data archival
- Integration with other systems
Common Use Cases
Quarterly Performance Review
- Select last 4 quarters’ valuations
- Review Historical Comparison chart for trends
- Generate AI Insights for recommendations
- Export PDF for board meeting
- Use insights to set next quarter goals
Sponsor Proposal
- Select valuations from target period
- Show growth in Executive Summary
- Highlight positive trends in media channels
- Export PDF for sponsor presentation
- Use AI Insights for narrative
Budget Planning
- Compare current year vs previous year valuations
- Analyze which channels drive most value
- Export CSV for financial modeling
- Use insights to allocate marketing budget
- Set targets based on trends
Performance Benchmarking
- Select valuations at regular intervals
- Compare Sales vs Media value trends
- Check brand indicator consistency
- Generate AI Insights for patterns
- Share report with management team
Permissions
Different permissions show different content:| Permission | Can Access | Can Generate Insights | Can Export |
|---|---|---|---|
| Reports Role | ✅ Yes | ✅ Yes (if plugin enabled) | ✅ Yes |
| Admin | ✅ Yes | ✅ Yes (if plugin enabled) | ✅ Yes |
| Other Roles | ❌ Access Denied | ❌ No | ❌ No |
Reports-Only Access: You can grant team members the Reports role without other valuation permissions. They can view reports but not create or edit valuations.
Troubleshooting
No Valuations Appear in Dropdown
Check:- Valuations exist in your organization
- You have Reports or Admin permission
- Try refreshing the page
Can’t Generate AI Insights
Check:- AI Insights plugin is enabled (Settings → Plugins)
- API key is configured in plugin settings
- You have selected at least 2 valuations
- Check error message for specific issue
Export PDF Is Blank
Try:- Ensure popup blocker isn’t blocking print dialog
- Use Chrome or Safari for best results
- Check browser print permissions
- Manually use browser Print (Cmd+P / Ctrl+P)
Export CSV Is Empty
Check:- At least 2 valuations are selected
- Browser allows file downloads
- Try re-exporting
- Open CSV with Excel or Google Sheets
Charts Not Loading
Check:- At least 2 valuations are selected
- Browser JavaScript is enabled
- Try refreshing the page
- Check browser console for errors
Selection Not Saving
Check:- Browser cookies/storage is enabled
- Not in incognito/private mode
- Try clearing browser cache
- Re-select valuations and test
Next Steps
Refine Selection
Add or remove valuations to adjust comparison
Generate AI Insights
Enable AI Insights plugin for automated analysis
Export Report
Save as PDF for presentations or CSV for analysis
Share with Team
Discuss trends and insights with your team
Create New Valuations
Add more data points for richer trend analysis