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.

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.

In the widget sidebar on the right, Click Objects, then click, drag, and drop the AI summary widget onto the report or dashboard section.

Each AI summary is generated based on the contents of the section at the time the summary is added. Changes made after the summary is generated will not be reflected unless you delete and re-add a fresh AI Summary.

The AI summary will take a few seconds to generate. Once it's done, it will be displayed in a textbox widget.

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 otherwise edit the generated text for your clients.

Make sure to save the Report in the upper right-hand corner of the editor to lock in your changes!

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.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄