AI Features for Narrative Reporting

Feature	What it Does	AI Type	Initial Release
Reporting Agent	Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.	GenAI	26.07
Notes Summarization with GenAI	Summarizes Notes from a Note Segment or Note Text Box, either by designer setup or as an end-user action while previewing a report. See also: Notes Summarization with GenAI Enhancements	GenAI	25.08
Generative AI for Management Reporting Narratives	Generates narrative summaries for exception description, causality for exceptions, and comparative analysis using the conditional text framework and prompt-template property files. See also: Generative AI for Management Reporting Narratives Enhancements	GenAI	24.10

Feature

What it Does

AI Type

Initial Release

Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.

GenAI

26.07

Notes Summarization with GenAI

Summarizes Notes from a Note Segment or Note Text Box, either by designer setup or as an end-user action while previewing a report.

GenAI

25.08

Generative AI for Management Reporting Narratives

Generates narrative summaries for exception description, causality for exceptions, and comparative analysis using the conditional text framework and prompt-template property files.

GenAI

24.10