--- title: AI Enhanced Insights description: "Our AI enhanced reporting feature was designed to revolutionize the way you analyze and interpret your data. This advanced feature allows you to quickly analyze reports and dashboards, providing you with deeper insights and a more comprehensive understanding of your data.\n\nWith AI-enhanced reporting, your ability to make data-driven decisions is significantly enhanced, giving you a competitive edge in your industry. Your month-end close process just became faster with the help of AI built into Reach Reporting!" --- [Skip to content](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#main-content) ![Asset 1.png\]](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Go to reachreporting.com](https://reachreporting.com/) [Go to reachreporting.com](https://reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en) 3. [Getting Started with AI Enhanced Reporting](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en#getting-started-with-ai-enhanced-reporting) # AI Enhanced Insights ## AI analysis is a fast way to transform raw business data into actionable intelligence. ### **In this article:** - [Using AI Analysis](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#using-ai-analysis) - [Why Use AI Enhanced Reporting?](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#why-use-ai-enhanced-reporting) - [Key Benefits](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#key-benefits) - [Ways to Use AI-Generated Insights](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#ways-to-use-ai-generated-insights)[Integrating AI Insights into Your Workflow](https://knowledge.reachreporting.com/ai-enhanced-reporting-0#integrating-ai-insights-into-your-workflow) ### **Using AI Analysis** After [enabling AI](https://knowledge.reachreporting.com/ai-enhanced-reporting#using-ai-analysis) at the company level, you can open any report or dashboard and find the AI button (three stars) 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.  ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Dec-30-2025-08-57-32-5989-PM.png?width=670&height=340&name=undefined-Dec-30-2025-08-57-32-5989-PM.png) The system will then generate an analysis of the selected metrics, tailored to your specifications. Reach AI compares the latest actuals to both the prior period and the future budget, highlighting the most important insights across your selection. For a deeper dive, simply focus your prompt on a specific metric rather than multiple. For example, here is an analysis of one metric called “Total Assets”: ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Dec-30-2025-08-57-33-0679-PM.png?width=670&height=340&name=undefined-Dec-30-2025-08-57-33-0679-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Dec-30-2025-08-57-32-0883-PM.png?width=327&height=761&name=undefined-Dec-30-2025-08-57-32-0883-PM.png) Note the entire response focuses on that specific metric and goes much deeper than if you analyzed multiple metrics as in the next example.  ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Dec-30-2025-08-57-33-5178-PM.png?width=670&height=340&name=undefined-Dec-30-2025-08-57-33-5178-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Dec-30-2025-08-57-32-3293-PM.png?width=370&height=726&name=undefined-Dec-30-2025-08-57-32-3293-PM.png) As can be seen, the response is generally the same length, but when analyzing multiple metrics, the AI is trained to pull insights from a larger dataset making the response more general. AI analysis takes the guesswork and subjectivity out of visual analytics and provides a great starting point for preliminary business intelligence analysis. It can be used by teams who don't have advanced technical expertise. Simply click on the AI icon on a report or dashboard to analyze any or all metrics and statements. --- ### **Why Use AI Enhanced Reporting?** AI analysis is a fast way to transform raw business data into actionable intelligence. We believe that, by embedding AI in our product, we efficiently deliver basic data insights and free up time for deeper analysis and enhanced decision-making, minimizing overall efforts and costs. **Key Benefits:** - Tell a story about your data in one click - Detect trends and make better-informed financial decisions - Analyze deviations from targets and provide data-driven recommendations - Save hours of your time --- ### **Integrating AI Insights into Your Workflow** Once the AI analysis is complete, you can easily copy the output by clicking the copy button. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-23-02-4904-AM.png?width=670&height=318&name=undefined-Oct-01-2025-02-23-02-4904-AM.png) 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. **Ways to Use AI-Generated Insights:** - **In a report as a summary/notes/comment section -** Add AI analysis directly to your reports for comprehensive summaries ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-23-25-4033-AM.png?width=670&height=473&name=undefined-Oct-01-2025-02-23-25-4033-AM.png) - **In a dashboard** - Use real-time insights when viewing a dashboard. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-23-44-7997-AM.png?width=670&height=318&name=undefined-Oct-01-2025-02-23-44-7997-AM.png) - - You can also allow clients to access the AI Analysis tool when the dashboard is shared with them through the client settings: ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-24-05-8012-AM.png?width=670&height=303&name=undefined-Oct-01-2025-02-24-05-8012-AM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-24-13-0738-AM.png?width=670&height=303&name=undefined-Oct-01-2025-02-24-13-0738-AM.png) - **In an email to your team/departments/clients** - Share data-driven insights via email communications ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-24-20-0767-AM.png?width=670&height=576&name=undefined-Oct-01-2025-02-24-20-0767-AM.png) - **In a Client Portal update summary** - Keep clients informed with automated analysis. Check out our Knowledge Center article on [Using the Client Portal](https://knowledge.reachreporting.com/using-the-client-portal?hsLang=en) for more information. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Oct-01-2025-02-30-18-7283-AM.png?width=670&height=529&name=undefined-Oct-01-2025-02-30-18-7283-AM.png)   --- ### [**Go to the Reach Reporting app\>**](https://app.reachreporting.com/login) **ARE YOU NOT CURRENTLY USING REACH REPORTING?** [learn more at reachreporting.com](https://reachreporting.com/) ### **We are dedicated to helping you.** \- Need Additional Help? *Your success is important to us.* Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.  We make sure that you have access to staff members that are best suited to help you. 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