Working with the AI Assistant for reporting (beta)

The AI Assistant provides a conversational chat window for working with your report data.

Open the modern report

Note: When you insert text or visualizations from the AI Assistant into your report they reflect the current state of the data included in the report. The information is not updated dynamically as more responses are added. By default, the timestamp indicating when the text or visualization was inserted is stored in the description of the new Text tile.

1. In the navigation bar, click AI Assistant.
   
2. Enter a prompt or select from the predefined prompts to start your analysis. Continue to prompt the AI Assistant to arrive at the insights you are interested in.
   The AI Assistant can analyze the report to help you to summarize the data in the report, explain the findings in individual crosstabs, and create visualizations for your report data.

   For a workflow you can apply to analyze your report data, see The AI Assistant reporting workflow (beta). You can also review the best practices for working with the AI Assistant.

3. To insert all visualizations, text, and tables from an AI Assistant response into your report, click Insert at the bottom left of the response.
   

   Text and tables are inserted together into a new Text tile in your report. Visualizations are inserted into separate Text tiles, with one visualization per tile.

4. To view a larger display of a visualization in your browser, click Open in full.
   
5. To insert individual text blocks or visualizations from the AI Assistant into your report:
   1. For visualizations, navigate to the visualization and click Insert.
   2. For text and tables, hover over the text block to insert and click Insert.
      
6. The text, tables, or visualizations you insert are added as new tiles at the bottom of your report. You can move each inserted tile to a different position in the report and configure any of the available settings for the tile. For more information, see Configure individual tiles in modern reports.
7. To copy or download AI Assistant text or visualizations:
   1. For visualizations, navigate to the visualization and click Download and then select one of the options.
      

      • Download as PNG: Select the Portable Network Graphics (PNG) format in most cases when you want to download and add the visualization to a document, presentation, or web page.
      • Download as SVG: Select the Scalable Vector Graphics (SVG) format when you need to scale up or down the size of the visualization without losing quality.
      • Download as CSV: Select this option to download a text file with the labels and values from the visualization.
   2. For text or tables, hover over the text block to copy and click Copy Text.
      
8. To provide feedback to Alida on the quality of the AI Assistant's response click Good Response or Bad Response at the bottom of the response output.
   

Parent topic: AI Assistant for reporting (beta)