We are excited to unveil a new AI report designer feature in this video. We'll walk you through our AI report designer chat that makes building and designing reports easier.
1. Navigate to the reports screen.
First navigate to the report screen.
2. 'AI Report Designer' button on the toolbar.
Here, you'll see an AI report designer button on the toolbar.
3. Open a chat window on the left side of your screen.
Click this button to open a chat window on the left side of your screen.
4. AI Report Designer, part 1
When you open the chat, you'll see a title with an option to clear the old chat and start a new one.
5. AI Report Designer, part 2
A Hello message with a brief explanation about the chat including suggestions to either edit and already saved report or use the chat to build a new one.
6. AI Report Designer, part 3
At the top of the chat window, you'll find suggested prompts to help get you started or to inspire you.
7. AI Report Designer, part 4
Finally at the bottom the chat box is where you can type your requests.
8. Click on prompt
When you click on a prompt.
9. The prompt is copied to the chat box.
It will be copied to the chat box and you can edit the text before sending it.
10. Click the send button.
After you've typed your request click the send button.
11. Chat transcript with request
Your request will appear in the chat transcript.
12. Generating request
The AI report designer will then show a generating message indicating. It is processing your request.
13. Feedback massage
Once completed the report will be updated and you'll receive feedback in the chat transcript such as updated filters.
14. AI Report Designer is capable of:
You can interact with the AI report designer in any language and its capable of Performing all the functions available on the report screen.
15. Controlling filters
This includes controlling filters.
16. Showing and hiding columns
Showing hiding or ordering columns.
17. Ordering the columns
Click on the "AI Report Designer Updated filter" field
18. Grouping by available columns
Grouping by available columns all using natural language commands
19. Click here
If you're not satisfied with the results, you can simply type undo to revert the changes.
20. Thank you
Easy. It's the Clarifresh way.