Working with the AI Assistant for Reporting

The AI Assistant for Reporting provides a conversational chat window for working with your report data.

Prerequisites:

Open the modern report

  1. In the navigation bar, click AI Assistant.
  2. Enter a prompt or select from the predefined prompts to start your analysis. Continue to prompt the AI Assistant to arrive at the insights you are interested in.
    The AI Assistant can analyze the report to help you to summarize the data in the report, explain the findings in individual crosstabs, and create visualizations of your report data.
  3. Complete the following steps to insert text or visualizations from the AI Assistant into your report:
    1. To insert a visualization into your report, navigate to the visualization and click Insert.
    2. To insert text output into your report, hover over the text to insert and click Insert.

      The text block or visualization is inserted in a new tile at the bottom of your report. You can move the tile to a different location and configure any of the available settings for the tile. For more information, see Configure individual tiles in modern reports.

  4. Complete the following steps to copy or download AI Assistant text:
    1. To download a visualization from your report, navigate to the visualization and click Download and then select one of the options.
      • Download as PNG: Select the Portable Network Graphics (PNG) format in most cases when you want to download and add the visualization to a document, presentation, or web page.
      • Download as SVG: Select the Scalable Vector Graphics (SVG) format when you need to scale up or down the size of the visualization without losing quality.
      • Download as CSV: Select this option to download a text file with the labels and values from the visualization.
    2. To copy text output from your report, hover over the text to copy and click Copy Text.