Creating a Report from a Prompt

Use AI to generate reports by entering a natural language prompt. Textura converts your request into a structured query and retrieves data from Data-as-a-Service (DaaS).

You can:

Enter a natural language request, or
Paste a GraphQL query

Textura generates a structured query and displays a preview of the results.

Notes:

This feature is available in limited release.
Recreating Standard Textura Reports: Textura provides configured reports for tracking user roles, disbursements, draw status, and billing reports. For more information, see the Mapping DaaS to Textura Reports section of the Textura Data as a Service Guide.

Before You Begin

Make sure:

Your organization has Data-as-a-Service (DaaS) enabled in Organization Settings.
Note: Enabling the Data-as-a-Service setting in Organization Settings is required only to use the natural language reporting feature. Turning on this setting does not have any additional impact on your organization and does not require you to adopt the broader Data-as-a-Service offering.
You have the View all organization projects permission.

Tips for Writing Effective Prompts

Describe the data you need as clearly as possible.
Include relevant fields such as: project name, project number, organization ID, and Payment or invoice details.
Clear, specific prompts return more accurate results.

To create a report from a prompt:

Navigate to the Reports Page
From the Reports page, select +Create.
The Report Guided Process displays.
From the Report Guided Process, choose Create Report from Request.
Enter your prompt and press Enter to generate the query.
Note: Use is subject to reasonable rate limits, including a maximum of two concurrent report requests, to help ensure the feature works well for all users. If you reach the limit, wait for one of your requests to complete before submitting another.
Monitor the request status. During processing, messages such as Generating query and Running query against DaaS appear. When processing is complete, the page displays the DaaS data sources used to generate the proposed report.
Note: Select the name of a DaaS source to open the DaaS documentation.
Review the data preview.
Select Continue.
Optional: Update your prompt in the refinement field, and press Enter to regenerate the preview.
Optional: Select Undo to remove the last refinement without restarting the query.
Enter a report name.
Select Create and Run.
Textura saves the report to the My Reports page and runs the query you defined.

Next Topic: Scheduling Reports for Owners