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Build a Custom Report with AI

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Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

Report Builder AI can generate custom reports from a simple prompt, eliminating the need to manually select datasets, filters, or visualizations. Describe the information you want and the AI engine builds the report for you.

For details, see Report Builder AI.

important

AI-generated reports may include errors. Make sure to review the report's content before sharing.

Build a Report with Report Builder AI​

  1. From the sidebar, select Reporting.

  2. In the Reporting module, select + Build report.

  3. Do either of the following:

    • In the Build a report with Report Builder AI field, enter a prompt. For details, see Guidelines for Writing Effective Report Prompts.
    • Below the Build a report with Report Builder AI field, select a suggested prompt to get you started.

  4. Select Generate. The AI engine analyzes the prompt and builds the report. It automatically adds a name to the report's card.

  5. (Optional) Adjust the generated report to your needs.

Learn how the report was generated

Select (AI) to open the reasoning panel and learn how the AI engine built the report. This panel shows the prompt used, the key data points selected to answer the prompt, and the filters applied to the report to refine the data. For details, see Reasoning Panel.

Refine an AI-Generated Report​

After MaintainX® generates a report, you can refine it in two ways:

  • Update the prompt to regenerate the report.
  • Manually edit the report content as you would with any custom report.

Update a Report Prompt​

  1. In the Report Builder, select Edit Prompt. The Edit Prompt dialog opens.
  2. Edit the prompt. This is useful when you want to refine the prompt to generate a new report that better matches your requirements.
  3. Select Generate. The AI engine generates a new version of the report.

Manually Edit an AI-Generated Report​

You can also select a different visualization and change the selected dataset, aggregations, filters, and formulas used to build the report.

For details, see Edit a Custom Report.