The AI Assistant in Insights helps you build and refine reports using plain-language requests. You can ask it to create a report, summarize results, modify fields and filters, or create a visualization.
Before using or sharing a report, review the AI Assistant’s response and confirm that the fields, filters, calculations, and results match your request.
Note: You can use Insights without the AI Assistant.
Other names for the AI Assistant
In related documentation and training materials, the AI Assistant may also be called:
- AI Query Builder
- AI Query Helper
- Omni Agent
Create a report using the AI Assistant
1. Go to Insights.
2. Click New in the upper-right corner, then select Chat under Analyze to open the AI Assistant.
3. Describe the report you want to create. Include the data, date range, grouping, and output format needed.
For example: “Show approved jobs created in the last 90 days at my institution, grouped by employer and job type, with a bar chart of the top 20 employers.”
4. Review the generated report. Confirm that its fields, filters, and results match your request.
5. Ask the AI Assistant to make adjustments as needed, then review the updated results.
Tip: Structure your prompt as: “Show [who or what] in [timeframe], grouped by [grouping], with [table, chart, or calculation].”
Update a saved report using the AI Assistant
1. Open the saved report you want to update, then click Explore in the upper-right corner.
2. Click the sparkle icon on the far-left toolbar to open the AI Assistant.
3. Describe the change you want to make. For example:
- “Add a column for the student attendees’ school year.”
- “Filter on only active students.”
4. Review the response and updated report to confirm that the change matches your request.
For instructions on saving your report, refer to Insights: How to Create a Custom Report and Dashboard.
Create a visualization
Open an existing query and describe the visualization you want the AI Assistant to create. Include the chart type and how the data should be grouped.
For example: “Create a pie chart showing the total number of job postings for each employer created within the last three years.”
Review the visualization to confirm that it represents the intended data.
Ask questions about Insights
Ask the AI Assistant to explain reporting features or calculations you want to understand.
For example: “What is XLOOKUP, and when would I use it in a workbook?”
Create an XLOOKUP in a workbook
Ask the AI Assistant to help create an XLOOKUP that brings information from one query into another.
For example, you could request an XLOOKUP that adds average salary data by major to a query containing student counts by major.
Review the lookup fields, matching values, and returned results to confirm that the calculation combines the intended data.
What is the AI Assistant unable to do?
- Schedule reports or alerts: Set up delivery manually using Insights: Scheduled Reports.
- Create separate visualizations for two different queries: Create each visualization separately, add both as tiles to a dashboard, then select Edit on the dashboard to arrange them side by side.
Are there limits on AI reporting usage?
Handshake monitors AI reporting usage to help keep the service reliable and sustainable. Usage data will inform whether limits are introduced in the future.
Handshake will provide advance notice before introducing limits. If an institution’s usage approaches unusually high levels, Handshake will contact the institution to discuss its usage before taking action.
For guidance on using the AI Assistant efficiently, refer to Insights: AI Assistant Best Practices.