Express Reports Agent – Supports many Report Types & Custom Attributes

The Express Reports Agent is an AI-powered assistant within Express Reporting that allows sales users to generate comprehensive reports using natural language input. A simple request like “Opportunities by Stage with custom region attributes” instantly produces charts and tables that reflect both standard and customized fields. By mapping lookup types with their business-friendly descriptions, the agent understands and responds in terms that align with the organization’s vocabulary. This removes the need for manual setup, advanced technical skills, or repetitive configurations. Sales users can focus on analyzing insights rather than building reports, ensuring every report aligns with their specific sales process and data context.

Business Benefits

  • Faster Decision-Making: Reduce the time spent building reports and focus more on acting on insights.
  • Higher Adoption of Reporting: Simplify reporting for every user, encouraging broader usage and reliance on data-driven insights.
  • Personalized Insights: Ensure reports reflect business-specific fields, enabling decisions that are tailored to your organization’s reality.

Steps to Enable and Configure

Step 1: Access AI Agent Studio

  • Log in to AI Agent Studio.

  • Use the search bar and type Express to locate the Express Reports Agent templates.

Step 2: Copy the Template

  • Select the Express Reports Agent template.

  • Click Copy Template.

  • When prompted, provide a suffix such as a version tag (v1) or abbreviation so the copy can be easily identified.

Step 3: Customize the Agent

  • Open the copied template.

  • Modify tools, topics, or the agent configuration as required.

  • If you previously customized an older version of the Express Reports Agent, repeat those changes here.

  • Once complete, click Publish.

Step 4: Retrieve the Agent Team Code

  • Navigate to Agent Teams.

  • Search for the agent you just created.

  • Copy the Agent Team Code. You will need this in the next step.

Step 5: Configure Administrator Profile Values

  1. Go to Setup and Maintenance.

  2. Search for Manage Administrator Profile Values.

  3. Locate the profile option code: ORA_AGENT_EXPRESS_REPORT

  4. Enter the Agent Team Code:

    • At the Site level to make it available to all users.

    • Or at the User level if you want a specific version for individual users.

  5. Click Save and Close.

Step 6: Configure Profile Categories

  1. Still in Setup and Maintenance, search for Manage Profile Categories.

  2. Locate the category code: ORA_FND_AUTH_REST_ACCESS

  3. Under this category, find AI Agent for Express Reports.

  4. Set its Display Sequence to 0 to give it priority.

  5. Click Save and Close.

Step 7: Verify Setup

  • Confirm that the Express Reports Agent is now live.

  • Sales users should be able to create reports by entering a natural language description instead of manually building them.