Prompt to Report enables users to create reports (charts) or dashboards using natural-language prompts. The AI interprets the reporting requirement, identifies the relevant data source, metrics, filters, and visualization, and guides the user through the report creation process. This capability simplifies complex reporting tasks and democratizes access to data insights across the organization.
User Persona:
Administrator
Key capabilities
Understand Reporting Requirements
Interprets natural-language requests and presents the understood intent for user confirmation. Users can verify that the AI correctly understood their reporting needs before proceeding.
Clarify Requirements
Asks relevant clarifying questions when the request is ambiguous or lacks sufficient information. This ensures the AI gathers all necessary context to produce accurate reports.
Find Existing Reports
Searches for relevant existing reports and displays matching reports and associated dashboards as clickable links, enabling users to reuse existing work when applicable.
Identify Data Sources
Identifies the most relevant table or suggests alternatives when multiple data sources are available. This intelligent selection reduces confusion and accelerates report creation.
Preview Report Data
Allows users to preview query results before finalizing the report. This preview step enables validation and refinement before committing to the final output.
Suggest Visualizations
Recommends suitable chart types based on the reporting requirement and available data. This guidance ensures the most effective visualization is selected for the data type.
Create New Reports
If no suitable existing report is found, users can proceed with creating a new report using the provided requirement. The AI guides the entire creation workflow.
Benefits:
Simplifies report creation: Users without advanced reporting or technical expertise can create professional reports quickly.
Reduces dependency on technical teams: Minimizes the need for reporting specialists or IT staff intervention for standard reporting tasks.
Enables faster analysis: Users can quickly generate reports for operational data and access insights in real-time.
Drives better decision-making: Helps users derive actionable insights from data, supporting informed business decisions.
Increases self-service adoption: Natural-language interface makes reporting accessible to a broader user base.
Prerequisite:
Access to Custom Template Access and Customer Admin
How Prompt to Report Works
Example;
Prompt: “Create a report for Incidents by Status.”
AI interpretation: “I'll show incident count grouped by status with each status category displayed.”
The user can approve this interpretation, refine it (e.g., "add a date filter for the last 30 days"), or ask the AI to create the report immediately if no suitable existing report is available. This structure keeps the feature description task-oriented and easy to follow while covering important functionality transparently.
Prompt-to-Report Usage Notes
Keep the following points in mind when using Prompt-to-Report:
Table Selection
Prompt-to-Report selects a data table based on your request. Different prompts may select different tables. If your results don't match what you expect, rephrase your prompt and try again.Finding Your Dashboards & Charts
Find your dashboards and charts on the Apex Reporting screen. Wait a few seconds after creation for them to fully load.Data Security
Prompt-to-Report doesn't apply Row-Level Security (RLS) filters to queries. Review your results to ensure you see only the data you should access.Time Zones
Verify that your dates and times reflect your time zone. Prompt-to-Report doesn't automatically adjust for regional differences.