The AI Insights Reports feature enables you to create, customize, and manage KPI-driven reports with configurable settings and automated insights. This guide provides a step-by-step process to set up, customize, and automate reports.
Creating a New AI Insights Report
To create a new report:
- Click on "New" in the Reports Configuration screen.
- Define the Reporting Period: The Reference Date determines the timeframe for which the report's data will be referenced. This is similar to the Reference Date logic in Dashboards, Storyboards, and other Reports.
You can select Daily. Monthly, Quarterly or Yearly. The selected reference date ensures the report pulls the correct data based on the time period you’ve chosen. - Select KPIs from your KPI’s list.
Customizing Your Report
After defining the report settings, you can tailor the report to meet your specific analysis needs.
Steps to Customize Your Report
- Reorder KPIs
- Drag and rearrange KPIs to determine the display order in the report.
- Set Aggregations
- Choose how the data will be aggregated for the KPIs:
- Daily
- Monthly
- Custom ranges
- Choose how the data will be aggregated for the KPIs:
- Configure Analysis Preferences
- Add Breakdown Analysis: Analyze KPIs by specific dimensions (e.g., location, product line).
- Enable Variance Analysis: Compare actual vs. budgeted or forecasted data.
- Define Time Period Analysis: Set the date range for insights and comparisons.
Generating Reports
Once customization is complete, proceed to generate the report.
Automatic Recurrence
You can automate the generation of reports to run at specific intervals.
- Toggle Automatic Recurrence ON.
- Choose the recurrence interval:
- Daily
- Weekly
- Monthly
- Quarterly
- Yearly
- Set specific details for recurrence:
- Example:
- Quarterly: Every 1st month of the quarter, on the 1st day, at 12:00 PM local time (as seen in the images).
- Example:
Manual Generation
- If you prefer, click Generate Now to immediately generate the report for the selected period.
Managing Reports on the Management Screen
The Reports Configuration Screen provides an overview of all reports and their details.
What You See on the Screen
- Report Name: The name of each configured report.
- Reporting Period: Displays whether the report uses Daily, Monthly, Quarterly, or Yearly intervals.
- KPIs: The list of KPIs included in each report (e.g., Revenue, Expenses).
Quick Actions
- Quick Edit
- Click on the report name to modify its KPIs, aggregation settings, or preferences.
- Generate Now
- Manually generate the report for the current or previous period.
- Share Reports
- Click on the Share icon to invite team members with view-only permissions.
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