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
Filtering and Organizing Data
Managing Report Access
Troubleshooting
Best Practices
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