Add an AI summary to a report

Have the model write an executive summary at the top of a report, by hand or on a schedule.

In short

An AI summary puts a short executive summary at the top of a report: what changed, the highlights, the risks and recommendations. It uses only the report's own numbers. Switch it on for one run, or keep it on in a schedule so every email starts with it.

Before you start

• Who: anyone who can run the report. A schedule runs as the person who made it and uses that person's key.
• Plan: AI is part of every plan, Free included. On Free the platform's key answers questions about how {{brand}} works. For questions about your own work, add your own key (it is free to add) or choose a paid plan (see /help/ai/answers-left). A summary uses a little of the AI budget when the platform's key writes it.
• First: a saved AI key or the platform's key. A key used for this session only never writes summaries.

Steps

1. Open Analytics › Reports and pick a report and, where it asks, a target.
2. Tick "Add AI summary". It starts off because it costs a model call.
3. Press "Save report", or choose "Run without saving" in the … menu. The summary appears at the top as "Executive summary", with "Written by" and the model that wrote it.
4. "Save report" keeps the summary with the saved copy, and "Saved" marks it with a sparkle.

Result: the report opens with its executive summary; Excel, PDF and Word downloads include it.

What it holds

Good to know

• A schedule has its own switch, "Include the AI executive summary", which is on by default. The scheduled email quotes the summary above the headline numbers.
• A scheduled report runs as the person who created the schedule and uses that person's key.
• The model is handed the report with each headline number's previous value and told to use nothing else, so every number in the summary appears in the tables below.
• A key used for this session only never writes summaries; they use your saved Active key or the platform key.

If something goes wrong

Related

• /help/analytics/add-an-ai-summary
• /help/analytics/schedules-and-exports
• /help/ai/saved-and-session-keys