Search Existing Reports

Prompt-to-Report searches for existing reports that closely match the provided reporting requirement. This helps users identify and reuse relevant reports instead of creating a new report unnecessarily. When matching reports are found, the AI displays the relevant report names as clickable links. Where applicable, the associated dashboard is also provided as a clickable link for quick access.

To view an existing report, perform the following steps:

1. In the Prompt Input Field, type the ‘Request Volume Trend Report by Classification’ report name and click .
   The AI processes the request, as displayed.
   
   Figure: AI processing
   

2. After processing is complete, the AI displays the matching report names as clickable links.
   
   Figure: AI - Result
   

3. Click the report name link to view the report in the Report Preview Panel.
   
   Figure: Report - Preview
   

4. Hover over the report to view the details based on the selected axis.
   
   Figure: Report Details
   
   

   Note

   The associated dashboard is provided as a clickable link, when available. Example: The incident-only match is Incident Volume Trend by Classification (Dashboard: IM_Overview Dashboard)

If no suitable report is found, refine the search criteria or request the AI to create a new report. For more information about creating a report, see Create Report Using Prompt-to-Report.

Figure: Create New Report - Prompt