Reporting Tools

Using the AI Report Builder

🎯 Why This Matters Need data from GrowerIQ but don't want to wait for a support ticket? The AI Report Builder puts the power in your hands: - Skip the support queue - Get answers in seconds, not days - Explore your own data - Ask questions about orders, inventory, activities, and more - Re-run reports anytime - Save your favorite searches and run them again with one click - Export instantly - Download to Excel or create charts right from the results - No IT help needed - Just type what you want to see in plain English Overview The AI Report Builder is like having a data assistant that understands plain English. Instead of navigating through multiple screens or building complex filters, simply describe the information you need - like "show me our top 10 customers this year" - and you'll get your answer right away. 💡 What Can You Ask About? Orders, customers, inventory, activities, SKUs, batches, lots, and more. If it's in GrowerIQ, you can ask about it! Before You Begin Make sure you have: - Access to the Quality Assurance section in GrowerIQ - The AI Report Builder permission enabled for your account 🚀 Getting Started Get up and running in under a minute - no training required. 1. Navigate to AI Report Builder In the left sidebar, click Quality Assurance, then select AI Report Builder ✨. 2. Type your question In the text field at the bottom of the chat panel, describe what you want to see. Be as specific as possible for best results. 3. Press Enter or click Send The AI will process your request (you'll see a typing animation while it works). 4. Review your results Your data appears in the panel on the right. The chat shows a summary of what was found. 🖥️ Understanding the Layout The screen is split into two panels that you can resize: | | | | --- | --- | | Left Panel (Chat) | Your conversation with the AI. Type questions here and see responses with helpful summaries. | | Right Panel (Results) | Your data displayed in a grid. Sort columns, filter rows, or export to Excel. | Drag the divider between panels to make either side larger or smaller. AI Report Builder showing query results with AI summary on the left and data grid on the right 💬 Example Questions Not sure what to ask? Here are some ideas to get you started: Orders & Sales - "Top 10 customers by order value this year" - "Monthly sales totals for 2024" - "Orders over $5000 that have shipped" - "Show me all orders from last month" Inventory & Products - "List all SKUs containing 'kush'" - "Dried inventory with quantity remaining" - "Show inventory breakdown by type" - "What batches are in the flower room?" Activities & Operations - "When was the last QA review?" - "Show recent harvest activities" - "Activities in room 3 this week" - "Who did weight recordings yesterday?" ✨ Tips for Better Results - Be specific: "orders from November" works better than just "orders" - Add filters: Include dates, status values, or names to narrow results - Ask for totals: Use words like "total", "count", "average", or "sum" - Refine as you go: Ask "now show only the shipped ones" to filter further 📊 Working with Results Once your data appears, you can sort, filter, export to Excel, or create charts - all without leaving the page. Sort Your Data - Click any column header to sort A→Z (or low to high) - Click again to reverse the order - Hold Shift and click multiple columns to sort by several fields Filter Your Data - Hover over a column header and click the menu icon (three lines) - Use the filter options to show only certain values Export to Excel or CSV - Right-click anywhere in the grid - Select Export from the menu - Choose CSV Export or Excel Export Create Charts - Select a range of cells you want to visualize - Right-click and select Chart Range - Pick your chart type (bar, line, pie, and more) Data grid with query results and bar chart visualization showing customer order values 🔍 Viewing Row Details Wide tables with many columns? No need to scroll sideways - double-click any row to see all its data in one easy-to-read panel. - Double-click a row to open the details sidebar - Double-click the same row to close it - Double-click a different row to switch to that record - Click the X button to close the panel This is especially helpful when your results have many columns and you want to see everything for one record without scrolling sideways. 💡 Tip In the detail panel, inventory and batch IDs appear as clickable links that take you directly to that item in GrowerIQ. 💾 Saving Reports Found a report you'll want to run again? Save it for quick access later: 1. Run your search First, ask your question and make sure the results are what you need. 2. Click the Save button Look for the bookmark icon in the results header. 3. Name your report The AI suggests a name and description - edit them if you like. 4. Click Save Your report is saved and will appear in the dropdown menu. Save Report dialog showing report name and description fields ▶️ Running Saved Reports Rerun saved reports with one click - no rebuilding, no re-filtering. Get instant results exactly the way you left them. 1. Open the dropdown Click View & Run Saved Reports at the top of the page. 2. Select your report You'll see the name, when it was created, and how many times it's been run. 3. Results appear instantly The report runs and your data shows in the results panel. ⚙️ Managing Your Reports Keep your saved reports organized - rename, update descriptions, or remove the ones you no longer need. 1. Click the Manage button Next to the dropdown, click the list icon. 2. Edit or delete Rename reports, update descriptions, or remove ones you no longer need. Reports and Templates management panel showing saved reports with edit and delete options ⚠️ Note You can only edit or delete reports you created. Reports from other users are view-only. 📋 Using Pre-built Report Templates Skip the setup - templates are pre-built reports ready to run. Just add your dates or filters and go. Look for the shield icon in the dropdown. 1. Select a template From the View & Run Saved Reports dropdown, choose one marked with a shield icon. 2. Read what it needs The AI will explain what the report does and what information you need to provide. 3. Type your answer Respond in plain English. For example: "Show me data from November 2024" or "for harvest and drying activities". 4. View your results The report runs with your inputs and displays results in the data panel. 🔄 Starting Over To clear everything and start a new conversation: - Click the Start Over button at the top of the chat - This clears all messages and results so you can begin fresh ℹ️ Understanding Your Results Hover over the info icon (ℹ️) in the results header to see details about your search: - Total rows: How many records matched - Displayed rows: How many are shown on screen (up to 10,000) - Time: How long the search took 🤔 When the AI Needs More Information If your question is too vague, the AI will ask for clarification instead of guessing. It might suggest: - Specific options to choose from - Example questions you can try Just pick a suggestion or rephrase your question with more detail. 💡 Smart Suggestions Don't re-invent the wheel - the AI recognizes when your question matches a report you've already saved and offers to run it for you. When you ask something similar to a saved report, you'll see a suggestion: 💡 This looks like your saved report "Top Customers by Order Value" Run saved version → Click the suggestion to run your saved report instead - it's faster and gives you consistent results every time. 📑 Generating Auditor Reports Auditors at your door? Generate a professional, print-ready report in seconds - complete with timestamps, summaries, and charts that prove compliance. 1. Run your search First, get the data you need in the results grid. 2. Click Generate Auditor Report Look for this button in the results header. 3. Review the report A new window opens with your data formatted for printing, including charts and summaries. 4. Print or save Use your browser's print function (Ctrl+P or Cmd+P) to print or save as PDF. The auditor report includes timestamps, row counts, and a professional layout suitable for regulatory submissions. Auditor Report showing analysis summary, pie chart visualization, and data table with top-selling SKUs ❓ Troubleshooting No results showing? - Try a wider date range or fewer filters - Check the spelling of names or status values - Ask a simpler question first, then add filters Results don't look right? - Read the AI's summary - it explains how it understood your question - Try rephrasing: "Show orders" vs "List all customer orders with totals" - Be more specific in your follow-up Can't access the feature? - Contact your administrator to enable the AI Report Builder permission 📚 Related Articles - AI Report Builder - Common Queries and Tips - Example searches and FAQ

AI Report Builder - Common Queries and Tips

AI Report Builder - Common Queries and Tips Get the most out of the AI Report Builder with these practical examples and tips. This companion guide helps you ask better questions and find your data faster. 🎯 What Can I Ask? The AI Report Builder understands plain English questions about your GrowerIQ data. You can search for information across these areas: - Inventory - Stock levels, lot tracking, room locations, product quantities - Orders and Sales - Customer purchases, order status, shipments, revenue - Production - Harvests, drying, processing, packaging runs - Quality Assurance - Test results, QA reviews, lab data - Activities - Any recorded action in the system with timestamps and users - Compliance - Audit trails, regulatory reporting data Quick Tip If you're not sure what to ask, start simple. Try "show me all orders from last month" and then add more details in follow-up questions. 💬 Example Searches by Category Here are real-world examples organized by the type of report you need. Copy these directly or use them as inspiration for your own searches. Inventory Reports Find what you have, where it is, and how much remains. - "Show all dried flower inventory with quantities" - "List lots in the vault with remaining weight" - "What inventory do we have from strain OG Kush?" - "Show me all products with less than 100 units in stock" - "Inventory breakdown by product type" Sales and Order Reports Track orders, revenue, and customer activity. - "Top 10 customers by total order value this year" - "All orders from November with their status" - "Orders over $5000 that shipped last month" - "Monthly sales totals for 2024" - "Which products sold the most units this quarter?" Compliance and Activity Reports Review who did what and when for audits and record-keeping. - "Show all harvest activities from last week" - "Who performed weight recordings yesterday?" - "List all destruction activities this month" - "Show transfers between rooms in the last 7 days" - "Activities performed by John Smith in November" Production Reports Track your cultivation and processing pipeline. - "Show all harvests from the flower room this month" - "Packaging runs completed last week" - "Drying activities with weight loss percentages" - "Which batches were moved to the cure room?" - "Production output by strain for Q4" Quality Reports Access test results and QA data. - "Show QA review results from this week" - "List all products that passed testing" - "Lab results for lot number 12345" - "Products with THC content above 20%" - "Failed QA checks in the last 30 days" 📊 Understanding Your Results When you receive results, here's how to make the most of them. Reading the Summary The AI provides a brief summary explaining what it found. This helps you confirm the search understood your question correctly. If something looks off, just ask again with more detail. Checking Row Counts Hover over the info icon in the results header to see: - Total rows matched - the complete count in your data - Rows displayed - what's shown on screen (up to 10,000) - Time taken - how long the search took Sorting and Filtering Click any column header to sort. Use the column menu (three lines) to filter by specific values. This lets you dig deeper without asking a new question. Exporting Your Data Right-click anywhere in the results grid and select Export. Choose CSV for spreadsheet compatibility or Excel for formatted data. Your export includes all visible rows with current filters applied. Creating Charts Select a range of data, right-click, and choose Chart Range. Pick from bar, line, pie, and other chart types to visualize your data instantly. ✨ Tips for Better Results Follow these practices to get exactly the data you need. Be Specific with Dates Include time frames in your questions. "Orders from November 2024" gives you exactly that month. "Recent orders" is vague and might not match your expectations. | | | | --- | --- | | Instead of... | Try this... | | "Show me orders" | "Show orders from last month" | | "Recent harvests" | "Harvests from this week" | | "Old inventory" | "Inventory created before January 2024" | Add Filters for Precision Narrow your results by including status values, names, locations, or categories: - "Orders with status shipped" - filters by order status - "Inventory in the vault" - filters by location - "Products containing 'Kush'" - filters by name - "Activities by the QA team" - filters by user or department Ask for Aggregates Use words like "total", "count", "sum", "average", or "top" to get calculated results: - "Total sales by month" - "Count of orders per customer" - "Average order value this quarter" - "Top 5 products by units sold" Build on Your Results Ask follow-up questions to refine your data without starting over: - First: "Show all orders from last month" - Then: "Now only show the ones over $1000" - Then: "Sort by customer name" ❓ Common Questions Why is the AI asking me clarifying questions? When your search is too broad or unclear, the AI asks for more details rather than guessing. This helps ensure you get accurate results. Just answer the question or pick from the suggested options. What does "confidence" mean? The AI evaluates how well it understood your question. High confidence means it's certain about what you're asking. Lower confidence triggers clarifying questions to avoid giving you wrong data. How do I see all the columns for one row? Double-click any row to open a detail panel on the right side. This shows all the data for that record in an easy-to-read format - no sideways scrolling needed. Double-click again to close it. How do I generate a report for auditors? After running your search, click the Generate Auditor Report button in the results header. This opens a print-ready version with timestamps, summaries, and charts. Use your browser's print function (Ctrl+P or Cmd+P) to print or save as PDF. Why is the AI suggesting I run a saved report? The AI recognizes when your question matches something you've already saved. Click the suggestion to run your saved report instead - it's faster and gives you consistent results every time. How do I save a report to run again later? After running a search, click the bookmark icon in the results header. Give your report a name and description, then click Save. Access saved reports anytime from the "View & Run Saved Reports" dropdown. What are the pre-built reports with shield icons? These are templates created by administrators for common reporting needs. They're ready-to-run reports that just need a few details from you, like date ranges or specific filters. Why am I not seeing any results? Try these fixes: - Widen your date range - you might be searching too narrow a period - Check spelling of names, products, or status values - Start with a simpler question and add filters after - Review the AI's summary to see how it interpreted your question Is there a limit to how much data I can see? Results display up to 10,000 rows. If your search matches more records, consider adding filters to narrow down or export the data to work with the full set. Can I share my saved reports with team members? Currently, saved reports are personal to your account. Your team members can create their own saved reports or use the shared pre-built templates available to everyone. What if I need a report the AI can't create? Contact your administrator or GrowerIQ support. Complex reports can be added as pre-built templates that you and your team can run anytime. 📚 Related Articles - Using the AI Report Builder - Complete feature guide with screenshots