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AI-ASSISTED REPORTING

Ask for the change.
Stay in charge of the report.

Use a configured AI provider inside the reporting workflow to help propose report and data changes. Keep field choices, review, and saving in your hands.

SEE THE IDEA

A request is the beginning.
A reviewed report is the result.

Try these prewritten examples to explore the workflow.

ILLUSTRATED AI WORKFLOW01 / Ask → 02 / Review → 03 / Refine

Start with a request.
Keep the decisions.

Explore a prewritten example of how AI-assisted report editing can work. This website does not call an AI model.

EXAMPLE PROPOSAL · NOT A LIVE RESPONSE

Monthly sales, with context.

  1. Use the selected sales dataset.
  2. Add revenue KPIs and a monthly trend chart.
  3. Group the detail table by region.
  4. Review field bindings and the output before saving.
See the example report →
A PRACTICAL ASSISTANT

Less blank-page work.
More room for judgment.

AI capabilities depend on the configured provider and supported report actions. The website examples do not run live AI.

Report changes in context.

Ask about the report you are working on. Use selected datasets and component settings as context for a proposed change.

Explore a report

A provider you configure.

Choose from active, configured providers in the application. Model availability, credentials, network access, and provider capabilities must be validated.

Explore integrations

Keep the review step.

Confirm fields, calculations, mappings, and formatting before saving. An AI proposal is not a certification of a report’s correctness.

Plan the review
YOUR AI, YOUR CHOICE

Local inference.
Cloud models. One workflow.

Choose where the reporting application runs and where AI inference runs. They are separate configuration choices.

AI on your infrastructure

Connect an Ollama host on your server or local network. Choose a model suited to your hardware and keep inference local when only local AI endpoints are configured.

Plan on-premises AI

Your cloud AI provider

Configure supported connectors for OpenAI, Claude, Gemini, OpenRouter, Groq or Flock. Use your own provider account, endpoint and model; provider access and usage charges are separate.

See supported integrations

A deliberate data boundary

Select the reporting context for the task. A cloud AI request sends its included context to that provider; a local AI request goes to your configured local host. Agree which data may be used.

Review data boundaries
FROM QUESTION TO REVIEWED CHANGE

AI that works beside
the report you are building.

Use assistance to accelerate a reporting task while keeping review in the workflow.

Create a starting report

Describe the report, choose its datasets, and review the proposed structure and field mappings before saving.

Request a trial

Work on queries and parameters

Get help with a query and its parameters, inspect a preview, and validate it against the intended connection.

Explore the data workflow

Refine the design

Ask for a layout or formatting change in context. Check the values, bindings, appearance and output before accepting the result.

Explore report examples
A CLOSER LOOK

A request.
A proposal you review.

See the steps behind AI-assisted editing. Your configured provider performs the real task in the application.

Describe example selected

ReportBuilder360ILLUSTRATIVE WORKFLOW
01 / START WITH THE TASK

Build a monthly performance report.

Choose the dataset and explain the report you need.

  • DatasetSales summary
  • PeriodJanuary–June
  • IncludeRevenue, regional detail
Synthetic examples · No account or live connection
MAKE YOUR NEXT REPORT A TURNING POINT

Bring the data.
We’ll explore the possibility.

Book a product conversation sales@reportbuilder360.com