SUMMARY
Use this guide to create a production report with AI in Report Builder. AI can generate a report based on your instructions, which you can then refine, customize, and save.
WHEN TO USE THIS
- Use this guide if:
- You want AI to generate a production report.
- You want to quickly create a report without manually adding widgets.
PREREQUISITES
- Before starting:
- You have access to the Reports page.
- You have permission to create reports.
STEPS
- Navigate to the Reports page.
- Click Create Report.
- Select Build with AI.
- Enter a description of the report you want to create (for example, "A shift report for last week").
- Click Generate.
- Review the AI-generated report.
- To modify the report, click Build with AI again, update your prompt, and click Generate.
- To customize individual widgets, select the Edit icon on the widget and make the required changes.
- Rearrange widgets by dragging and dropping them into the desired layout.
- Click Save to save the completed report.
EXPECTED RESULT
- After completing these steps:
- An AI-generated production report is created.
- The report can be edited and customized before saving.
- The saved report is available from the Reports page.
TROUBLESHOOTING
Issue: The generated report does not contain the information you expected.
- Try: Provide a more specific prompt describing the report you want.
- Try: Generate the report again using updated instructions.
Issue: A widget needs additional configuration.
- Try: Edit the individual widget and adjust its settings.
- Try: Save the widget after making your changes.
STILL NEED HELP?
- Contact Support and include:
- The prompt used to generate the report.
- A screenshot of the generated report.
- Any error message displayed during report creation.