New Sample Reports to Display Notes Summarization in GenAI

Four new sample reports (Sample Report 15a–15d) are now added to illustrate the Generative AI (GenAI) summarization of Notes. Each report uses the same layout with different text functions applied in each report. The reports also include a Note column for Variance Explanation, which contains commentary for some of the account rows.

Additionally, Sample Report 0 has been updated to include Gen AI-summarized Notes.

Business Benefit: The new enhanced sample reports enable you to review the Gen AI Notes Summarization feature.

Key Resources

• Designing with Reports
  • Reviewing the Sample Reports
  • Working with the Generative AI Sample Reports