Notes Summarization with GenAI

This feature leverages Generative AI (GenAI) to automatically summarize Notes sourced from either a Note Segment or a Note Text Box. Notes summarization is available either in a text box (designer setup) or as an end user action.

  • Text Box: Using either the Notes or GridNotes text function (with an additional parameter) or the SummarizeGridNotes text function, the report designer can specify to have Notes summarized.
  • End User Action: While previewing a report, a user can select Summarize Notes from the Actions menu to display a pop-up window with the summarized Notes.

Using Action menu, Click Summarize Notes

Using Action menu, Click Summarize Notes

Summarize Notes Dialog

Summarize Notes Dialog

When using the SummarizeGridNotes function or the end user Summarize Notes action, you can choose to Use Context, which will include the data value for the member associated with the Note segment.

Set Use Context to True or False

Set Use Context to True or False

For example: The main driver of higher other purchases and supplies expenses was additional contractor services, resulting in a 0.53% variance in Fees Outside Services. Finally, a minor decrease in facilities maintenance costs led to a 0.12% variance in Facilities Expenses.

Business Benefit: This feature allows you to create an executive summary, and enhances the decision-making processes.

Key Resources