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AI Enhanced Reporting

We are thrilled to introduce our new AI enhanced reporting feature, designed to revolutionize the way you analyze and interpret your data.

Getting Started


This advanced feature allows you to quickly analyze reports and dashboards, providing you with deeper insights and more comprehensive understanding of your data. With AI enhanced reporting, your ability to make data-driven decisions is significantly enhanced, giving you a competitive edge in your industry. To get started with this powerful tool, ensure that your workspace owner has enabled AI reporting in the workspace settings. This initial step is crucial as it sets the foundation for all subsequent AI functionalities.

Once AI reporting is activated at the workspace level, the next step involves enabling AI for individual companies. This can be done by navigating to the company's settings and turning on the AI feature. This granular control ensures that each company within your workspace can independently benefit from AI enhancements based on their specific needs and preferences. 

After enabling AI at the company level, the process becomes even more user-friendly. You can open any report or dashboard and find the new AI button conveniently located in the upper right corner. This intuitive placement ensures that integrating AI insights into your workflow is seamless and straightforward. 

Upon selecting the AI option, you will be presented with various metrics to analyze. You can choose the metrics that are most relevant to your needs and decide whether you prefer a short or long format for the analysis. The system will then generate a brief summary or a detailed overview of the selected metrics, tailored to your specifications. This flexibility allows you to customize the AI output to suit your reporting style and audience. 

Once the AI analysis is complete, you can easily copy the output by clicking the copy button. This functionality allows you to effortlessly integrate AI generated insights into your emails, presentations, or directly into your reports. The seamless integration ensures that you can enhance your existing reports with minimal effort, adding significant value and clarity to your data reports.

Security and Data


We understand that data security is a top priority for our users. Rest assured, our AI enhanced reporting feature is built with robust security measures to protect your data. 

With our AI Enhanced Reporting we use a 3rd party API which has the following security measures:
  • We do not train on your business data
  • Our API Platform has been audited and certified for SOC 2 Type 2 compliance.
  • Data encryption at rest (AES-256) and in transit (TLS 1.2+)

We hope you find this new feature as exciting and beneficial as we do. AI enhanced reporting is designed to elevate your data analysis capabilities, making your reports more insightful and impactful. We look forward to seeing how you leverage this powerful tool to drive better decisions and achieve greater success. If you have any questions about this feature or need assistance, please don't hesitate to send us a chat. Our support team is always here to help you maximize the benefits of AI enhanced reporting.