AI Summary is included with some of our subscriptions. Not sure if this is included with your plan version? Contact our friendly support team for help!
AI Summary
With AI-Powered Widget Summaries, watch as AI analyzes widget data, transforming complex metrics into actionable insights in seconds!
AI summaries can be generated for chart and graph widgets or added to reports and dashboard sections to provide a full summary of that page. This tool can save valuable time, streamline your team's workflow, and impress your clients with insightful, professionally crafted summaries.
Using AI Summary on reports or dashboards
AI Summary is an AI-powered object that can be added as a widget to a report or dashboard section. To get started, open the report or edit the dashboard section you'd like to summarize.
On the toolbar to the right, click AI, then click and drag AI Summary from the AI menu onto the dashboard or report.
Each AI summary is generated based on the section's contents at the time the summary is added.
The AI summary will take a few seconds to generate. Once done, it will be displayed in a customizable textbox widget.
If the content of this section has changed since the AI Summary was added, you can quickly refresh the summary to display up-to-date information.
Click the summary box, then in the sidebar on the right, click Refresh AI Summary.
Not seeing the refresh option for the AI Summary? That means you're using an older version of the AI Summary widget. Delete it, then add a new one to access the refresh option!
Edit an AI report or dashboard summary
Once generated, the AI summary widget can be edited in the same way as the textbox widget. To do so, click the ellipsis in the upper right of the widget, then click Edit.
Once the widget is in edit mode, you can change text size, color, and alignment, or edit the generated text for your clients.
Using AI Summary on stat and chart widgets
AI summary can be used on any dashboard stat or chart widget to generate helpful insights based on your data.
Simply hover over a widget, then click the ✨ icon to generate AI insights.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄