SETWorks AI Assistant for the Advanced Report Builder

SETWorks AI Assistant for the Advanced Report Builder

SETWorks AI Assistant for the Advanced Report Builder

The SETWorks Advanced Report Builder (beta) includes a SETWorks AI-powered assistant designed to simplify your reporting experience. This article will guide you on how to effectively use the AI assistant to quickly get answers, troubleshoot issues, and streamline your report-building process inside of the SETWorks Advanced Report Builder.

Get AI Help on Your Report



Stuck or have questions? Click "Get AI help on this report" at the bottom of your screen to access the SETWorks AI Report Builder Assistant.

















Type your question or request in the "Ask me a question" box, then select Ask.


















The AI assistant will provide step-by-step guidance to help you move forward.

Examples of Effective Questions:

Getting Started
  • "How do I add more columns to my report?"
  • "Can you help me rearrange my columns?"
  • "Show me how to preview my data."
Combining Data
  • "How can I include authorization details in a client-focused report?"
  • "What's the best model to select for a report about goal tracking?"
Filtering and Organizing Data
  • "How do I filter my report to show only active clients?"
  • "Help me sort this report by date."
Managing Report Access
  • "Can you guide me on restricting this report to certain user roles?"
  • "How do I change who can view my report?"
Troubleshooting
  • "Why isn't my report showing data for all clients?"
  • "How do I remove a column from my report?"
Best Practices
  • "What columns should I use for an authorization utilization report?"
  • "Do you have suggestions for making reports easier to read?"

    • Related Articles

    • Creating Your First Report in the Advanced Report Builder

      Creating Your First Report in the Advanced Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced ...

    • Creating a New Form in the Form Builder

      Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...

    • Monthly Support Webinar - April 2021 - Reports

      Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...

    • Question Type Creation & Question Control Options

      Question Type Creation and Question Control Options in Form Builder  The Question Control drop down is used to setup how you would like your question to be displayed or the way it behaves on a form. Terminology can be modified within SETWorks to ...

    • Creating a Question

      Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...