Why use AI Reporting Insights?
Reports are essential, but they are often time-consuming to interpret. AI Reporting Insights helps you quickly spot the story behind the numbers so you can act with confidence.
Understand performance at a glance
Get a plain-language summary of key outcomes from your report.
Spot trends and unusual changes faster
See emerging patterns and anomalies without manually scanning for outliers.
Get practical recommendations
Receive suggested next steps based on what the report data is showing.
Share the story with your team
Use the summary to align stakeholders quickly, even if they do not live in reports.
How AI Reporting Insights works
Run your report
Start with a supported report type.
Generate insights
AI creates a structured summary and highlights what matters most.
Review and share
Use the insights as a starting point for decisions, follow-ups, and team conversations.
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What AI Reporting Insights includes
Depending on the report type, AI Reporting Insights can surface:
- A clear summary of results
- Key trends over time
- Anomalies and notable changes worth investigating
- Useful insights and context on what may be driving the numbers
- Recommendations for what to do next
AI Reporting Insights is currently available for beta on:
- Job (table view)
- Quote (table view)
- Lead (table view)
- Purchase Order (table view)
- Invoice (table view)
- WIP Ledgers (monthly summary view)
- Time (monthly summary view)
Additional features
