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Adding AI Insights to External Report (Beta)

BETA FEATURE: This is a beta feature introduced in v7.2.2. It can change as the feature evolves.

Metric Insights allows Users to add AI-powered summaries and useful information excerpts to an External Report. They are displayed as a separate section in the Concierge right-side panel and help you enrich the User experience with analytics based on various data sources. This functionality can also be useful for Bursts, because it can add data that is relevant in the context of the corresponding External Report.

Use this step-by-step guide to learn how to add and configure AI Insights for an External Report.

1. Select the Data Resource

The Data resource is a source of information to which Concierge applies a prompt during AI Insight generation. This source must be added to the Knowledge Graph beforehand so that it can be used for AI Insight generation.

In the External Report Editor, open the Concierge tab

You can use either the External Report’s own Data Source or any other Data Source or Dataset as a Data resource, as long as it is included in the Knowledge Graph.

If you select the “Other Resource” option in the Answer question using field, find and select the Resource from the Data Resource drop-down menu..

2. Configure AI Insights

2.1. Add a New Insight

Go to AI Insights tab

Click [+ New Insight].

2.2. Set Up Insight

  1. Name: Give the component a descriptive name.
  2. Primary data resource: The Data Resource you’ve set in the Concierge tab is selected here by default. It is the main source of information that the Prompt (added below) will use.
  3. Additional data resources: Optionally, select additional sources of information that the Prompt will use in addition to the Primary data resource.
  4. Pass dashboard filter context to prompt: Activate this toggle if you want the filters you set up on the Report's dashboard to be taken into account in the Insight.
  5. Prompt: Describe what you want the AI Insight to do with the data from the Primary and Additional data resources.
  6. Click [Preview] to check what the Insight will look like in Concierge.
  7. Only show when significant: If you turn on this toggle, you can define what information counts as significant in a separate text field. The Insight will then be shown in Concierge only if its information matches these instructions.
  8. Group Access: Define which Groups of Users will be allowed to see the Insight.
  9. Show insight in Concierge panel when opened: Activate this toggle if you want the Insight to appear in the Concierge panel each time a User opens the Report.
  10. Generation: Select how the Insight is generated:
    • Pre-generate when report is updated: The Insight is regenerated every time the Report is updated.
    • Generate on demand: The Insight is generated when a User opens Concierge while viewing the Report.
  11. [Save]

3. Check AI Insights

Click [View] to open the External Report Viewer.

In the Viewer, click the Concierge icon to open the Concierge right-side panel. AI Insights are shown at the top of the panel.