Describe the report you need and let AI draft it
Also listed as: AI-assisted report & query building
What is it?
Xelence will include an AI assistant that helps build reports and queries. A person describes the information they need in plain language, and the assistant proposes a query and report layout to review.
Why does it matter?
Building a report or query takes specialist knowledge of the data, so business staff often wait in a queue for simple requests.
Faster first drafts of reports and less waiting on specialists for routine requests.
Getting it into your solution
- Needs an upgrade to the Xelence release
- Needs configuration
- Changes how your team works
Where people stay in control
People review and edit every AI-drafted query and report before it is saved or shared. Existing access rules still decide what data each user can see.
Start thinking about
- Which report requests take your team longest to fulfil today?
- Who should review an AI-drafted report before others rely on it?
- Which data should be off limits to AI-assisted report building?
Terms used on this card
- AI assistant
- A feature that suggests or drafts something, such as a form, report, rule or letter, for a person to review and accept.
Items shown as planned are subject to change based on customer priorities for specific features and enhancements.