Reporting

Reporting that starts from verifiable analysis.

Use Reporting when the question needs a written explanation grounded in generated views, tables and checks.

The tools produce reviewable analysis views first. The reporting flow then writes an explanation tied to those views.

Core idea

Generate the views before writing the explanation.

Analysis views, tables and review files are generated first. Codex uses those fixed outputs to choose useful sources and write supported commentary.

Repeatable analysis

File reading, field choices, formulas, totals, residuals and checks are handled before interpretation starts.

Reviewable sources

Each output carries the comparison, measure, period and total logic needed for review.

Commentary tied to outputs

Codex compares the generated views, identifies the useful message and explains which outputs support it.

Sources

Source families for the report.

Reporting chooses the charts, tables and checks needed for the written explanation. The gallery keeps representative source outputs for inspection.

Movement and period sources

Changes, drivers, comparisons

Shows what changed across periods and which components explain the movement.

Mix and composition sources

Share, ranking, contribution

Explains whether performance is driven by product, customer, channel or category mix.

Relationship, spread and overlap sources

Outliers, distribution, intersections

Highlights correlation, concentration, unusual values, distribution shape and set membership.

Structured table sources

Stages, statements, totals

Keeps stage logic, statement rows, subtotals and scenario comparisons readable for review.

Report logic

Written explanation starts from selected views.

An analysis can produce many charts and tables. Codex ranks the useful views, explains the conclusion and points back to the generated outputs. The review trail remains available.

  • Create outputs Read the file, apply the formulas and produce charts, tables and checks with repeatable logic.
  • Select views Compare the generated outputs and keep the views that clarify the business question.
  • Explain with traceability Use Codex to compare the selected views and keep the underlying files available for review.