Workia's AI Analytics, is a powerful feature that utilizes AI to generate detailed reports from your cases instantly.⚡No need to manually use spreadsheets to sort your data and to time-consumingly create your visuals. ⌚
With just a single prompt, you can create meaningful reports and charts that you can use for your mobility program.
Accessing the Report Assistant
To access the feature, head over to the Dashboards screen. Then at the bottom, locate the Report Assistant button and click on it to enter the AI Analytics screen.
Creating reports with the Report Assistant
To generate a report with the AI Analytics, select the Message box at the bottom of the screen and type in your query.
Currently, there are three types of reports that the AI can generate:
Chart Reports (Pie Chart or a Bar Chart)
Number Reports
Table Reports
The report type will depend on how the Report Assistant understands your query, For example, if you want to see how cases are spread across different locations, just type "Analysis of Domestic Assignments by Gender", and the AI will quickly generate the visual:
If you need to know the number of new cases this week? Ask "How many new cases this month?" and the AI will display the total in a number report:
For queries that concern listing cases onto a Table report, you can ask "List all cases that are Short Term Assignment", and then, the AI will produce a detailed table report, returning all cases with the instructed Move Type, giving you a full overview in one view:
As much as we want to cover all queries in this article, there can be countless ways that you can utilize our AI Analytics around your case and data to your advantage.
Additionally, at the bottom of the Message box are prompts that will appear which you can use to quickly generate reports or use as a reference for your data.
💡The Report Assistant is currently in the Beta phase and is being improved further, as we know AI can make mistakes so consider checking important information - see below for checking parameters.
Modifying reports using Report Parameters
In this example, we queried the "Get a list of completed short term assignments in the United States" to generate a report.
The AI will generate a Table report, but then you might wonder if it is possible to change the parameters a bit to filter or refine your results, for example to specify the case owners of each case, or select a date range.
To do this, click on the gear icon on the report to open the Report Parameters drawer.
By setting the Report Parameters, you can customize your report by setting various parameters like the report type, status, gender, policy, owner, employee, date range, and country and adjust these parameters as needed to refine your data.
Saving and Using Reports
After generating a report with the AI, you'll have the option to save it, which can be found on the top right side of the report. Click on the bookmark icon to save the report. After saving the report, click on the "Saved Reports" to open the Reports drawer.
On the reports list, you can click on the three-dotted icon to open or delete a saved report.
Once you select a report, it will direct you to the report that you have previously saved.
💡You can share saved reports by sharing the report URL from the browser. You just need to ensure that the user receiving the shared link has an account in order to view the report.
Drill into data
Additionally, you can click on the reports to see a filtered view of cases by the parameters set. In this example, we have a bar graph of Cases by Type and Status. We can click a specific bar to show us the cases associated with its label and category:
