AI Reports and Report Schedules

AI Reports are in-depth, AI-written analyses of your process data: trends, patterns, outliers, anomalies, and suggested improvements, presented with charts on a clean, printable page. Use scheduled AI reports for long-running, deeper analysis; use the AI Assistant for quick questions and answers.

Both screens live under Reports > AI Reports:

• AI Reports - The list of finished reports (Report Name, Analyzed Process, Created Date). Click a report to read it

• AI Report Schedules - The definitions that produce those reports

Reports are always produced by a schedule. The New AI Report Schedule button on the AI Reports list takes you to the Schedules screen; to run an analysis once, create a schedule with the On specific date schedule type.

Create a report schedule

1. On the AI Report Schedules screen, click New AI Report Schedule

2. Enter an AI Report Description (this becomes the report’s name)

3. In Process Table Query, choose the Process Table to Analyze and optionally add filters to narrow which process instances are included

4. In AI Report Prompt, tell the AI what to look for. For example: “Highlight noteworthy trends and suggest ways to improve these processes” or “Find anomalies within these processes”

5. In AI Scheduled Report, pick a Schedule type (On specific date, Hourly, Daily, Weekly, Monthly on date, Monthly on weekday, Yearly on weekday, or Yearly on date) and fine-tune it with the Start date, Repeat every, and Only on weekday options. A Next occurrence preview at the bottom shows exactly when the schedule will run next

6. In Email Distribution List, choose the people or groups that should receive an email each time a report is ready for review

7. Click Save Scheduled AI Report

Each time the schedule runs, the AI analyzes the selected process data, the finished report appears in the AI Reports list, and everyone on the distribution list is emailed. The schedule list’s Next Run and Last Run columns keep you oriented.

Reading a report

The report page renders the full analysis with charts. From the icons at the top right you can:

• Open the AI Scheduled Report that produced it (to adjust the prompt or cadence)

• Jump to the underlying Process Table, pre-filtered to the analyzed data

• Print Report (use your browser’s print dialog to save it as a PDF)

To remove old reports, select them in the AI Reports list and use the delete button.

Note

AI Reports are usage based. Costs are determined by the report frequency and the size and number of processes being analyzed, so start with a modest cadence and widen it once the output earns its keep.