Narratives & Export
Applies to: Free · Pro · Enterprise Last updated: 08-Jun-2026
Overview
The AI Copilot can generate professional narrative reports from your schedule data and export them as Word documents. Six tools cover narrative generation (4 types plus a change log) and DOCX/Markdown/PDF export. Use these to produce stakeholder-ready reports directly from the chat.
Narrative Generation
generate_schedule_narrative
Generate a comprehensive programme narrative covering the project overview, WBS structure, activity distribution, calendar configuration, schedule dates, progress status, critical path analysis, float distribution, resource summary, milestone status, activity codes, relationship logic, and key observations.
No parameters required.
Example prompts:
- "Write a schedule narrative report"
- "Generate a programme narrative for the client"
- "Create a comprehensive schedule overview document"
generate_quality_narrative
Generate a professional narrative from the latest quality check results. Includes an executive summary, category breakdown, critical issues, and recommendations.
No parameters required.
Quality checks must have been run from the Quality tab before this tool can generate a narrative.
Example prompts:
- "Generate a quality report I can share with the client"
- "Write a narrative about the schedule quality"
generate_comparison_narrative
Generate a professional narrative from comparison results (baseline vs current). Covers key changes, impact analysis, date movements, and recommendations.
No parameters required.
A baseline comparison must have been run from the Comparison tab before this tool can generate a narrative.
Example prompts:
- "Write a comparison report showing what changed from baseline"
- "Generate a variance narrative for the monthly update"
generate_progress_narrative
Generate a professional schedule progress report including performance metrics, completed and started activities for a reporting period, critical path status, and 2-week, 4-week, and 90-day lookahead sections.
| Parameter | Required | Description |
|---|---|---|
periodDays | No | Reporting period in days before data date (default 30) |
Example prompts:
- "Generate a progress report for the last 30 days"
- "Write a monthly progress narrative"
- "Create a 2-week progress report"
generate_change_log
Generate a structured field-by-field change log from baseline comparison results. Each field change on each activity becomes one row with change number, activity ID/name, field changed, previous and new values, category, severity, and impact assessment.
| Parameter | Required | Description |
|---|---|---|
maxChanges | No | Maximum change entries (default 500) |
severity | No | Filter: major, minor, or all (default) |
category | No | Filter: dates, duration, float, status, relationships, etc. |
Example prompts:
- "Generate a change log from the baseline comparison"
- "Show me a log of all major changes"
- "Create a date-change log from the comparison"
DOCX Export
export_narrative
Generate a narrative report and export it as a Word document (DOCX), Markdown file, or PDF (via browser print). The file downloads automatically.
| Parameter | Required | Description |
|---|---|---|
type | Yes | programme, quality, comparison, changelog, or progress |
format | No | docx (default), markdown, or pdf |
Risk: Low (no confirmation needed)
Example prompts:
- "Export the schedule narrative as a Word document"
- "Download the quality report as DOCX"
- "Export the comparison narrative as Markdown"
- "Generate and download a progress report"
What the DOCX Contains
Exported documents include:
- Headings (H1–H6) with professional sizing
- Bold, italic, and
codeinline formatting - Bullet lists and numbered lists
- Tables with header row styling
- Horizontal rules as section dividers
- A4 page layout with standard margins
- Document metadata — creator: "Kazinex", title from the narrative type
Workflow
A typical narrative workflow has three steps:
Step 1 — Generate the Narrative
Ask the Copilot to generate the report type you need. The AI runs the appropriate tool and displays the narrative in the chat as formatted Markdown.
Step 2 — Review and Refine
Read through the narrative in the chat. You can ask follow-up questions to adjust the content:
- "Add more detail about the critical path section"
- "Shorten the executive summary"
- "Include the resource breakdown"
Step 3 — Export
Once you are satisfied, ask the Copilot to export the narrative:
- "Export this as DOCX"
- "Download the report as a Word document"
The file downloads automatically to your browser's download folder.
Narrative Types at a Glance
| Type | Source Data | Typical Length | Use Case |
|---|---|---|---|
| Programme | Full schedule | 3–5 pages | Monthly programme narrative, client submissions |
| Quality | Quality check results | 2–3 pages | Schedule health reports, governance reviews |
| Comparison | Baseline vs current | 2–4 pages | Variance reports, change assessments |
| Progress | Schedule progress | 2–3 pages | Weekly/monthly updates, management briefings |
| Change Log | Comparison changes | 1–10 pages | Detailed audit trail, contract documentation |
Tips & Best Practices
- Run checks first — generate quality and comparison narratives only after running the relevant analysis from the Quality or Comparison tab.
- Use specific periods — "Generate a progress report for the last 14 days" gives a focused update rather than the default 30-day window.
- Chain generation and export — ask "Write a schedule narrative and export it as DOCX" in a single prompt.
- Filter severity for change logs — use "major changes only" to keep the change log concise for management review.
- Review before exporting — the narrative appears in the chat first. Read it, request adjustments, then export the final version.
Troubleshooting
| Problem | Cause | Solution |
|---|---|---|
| "No quality results available" | Quality checks not run | Run quality checks from the Quality tab first |
| "No comparison results" | No baseline loaded | Load a baseline and run comparison from the Comparison tab |
| DOCX file is empty | Narrative generation failed | Check that the schedule has data and try generating again |
| PDF option opens print dialog | Expected behaviour | DOCX is the recommended format for direct download |