Report Builder Assistant - SETWorks AI

Report Builder Assistant - SETWorks AI

SETWorks AI Assistant for the Advanced Report Builder

Overview:

The SETWorks Advanced Report Builder (beta) includes the SETWorks AI Report Builder Assistant, designed to simplify your reporting experience. This article will guide you on how to effectively use the Report Builder 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?"

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