Reports

Edit Report status Click the pencil icon next to a report name to select whether the report is verified or not verified.

Categorize Report Assign specific domains, tiers, tags, and glossary terms to help organize and classify the reports.

Manage sharing status View whether a report is shared or not shared to manage access permissions.

Track Report updates View information such as created by and updated by, along with the respective dates for transparency and version tracking.

Edit description You can either manually edit the description of a report or generate automatically using AI for streamlined content creation.

Documentation

Documentation provides comprehensive information about an asset, enabling users to understand its purpose, structure, and functionality. It serves as a reference to ensure clarity and effective utilization of the asset.

After clicking the New documentation button, you can compose your documentation in the provided editor. Once completed, click the Save icon to store the documentation.

Report Information

The Report Information section offers a detailed overview of the reports associated with the report. This section includes the following key details:

Datasources Lists the datasources that have been used to generate the specific report.

Type Specifies the file format of the report, such as xlsx (Excel), allowing users to understand the type of document and how it can be accessed or utilized.

Note

For excel and powerpoint reports that are created using the Infoveave plugin, there will not be a datasource listed.

Documents

In the Documents section, users can upload relevant files that assist in creating a more accurate description of the reports using AI. These documents provide context and enrich the AI’s understanding, helping it generate better descriptions. This is particularly useful for data that requires detailed, nuanced explanations.

Ask AI

Ask AI enables users to get instant answers to any questions related to a specific asset, providing quick and context-aware insights to enhance understanding and decision-making. It makes use of available documentation to respond to queries. If a document is uploaded in the Documents section, it is automatically made available in the Ask AI chat, allowing the assistant to reference it while generating responses.