Summary
AI Report Builder turns a plain-language request, such as “SLA compliance by carrier last month” or “transit time in Germany last quarter”, into a Business Intelligence report. It proposes an outline of the report name, charts and filters, refines it with you in conversation, and saves the finished report to your reports list, editable like any other.Who it’s for
Anyone who knows what they want to see but not which charts to put together: a new logistics manager, a leader who asked a follow-up question the current report does not answer, or a team whose report was built by someone who has since left.Key benefits
- No chart library fluency needed. Describe the report, or pick a suggested prompt, and the outline is proposed for you.
- Nothing is created until you confirm. You review the proposed name, charts and filters, change them in conversation as many times as needed, and only then generate the report.
- It asks rather than guesses. When a request is ambiguous, AI Report Builder asks a clarifying question with selectable options and a free-text alternative.
- Reached from anywhere. Start from the reports page or ask AI Navigator from any page of the portal, including from inside a conversation already in progress.
- It only uses what you have. The outline is built from charts already enabled for your account.
How it works
Describing a report
When AI Report Builder is enabled, creating a report in Business Intelligence opens on a text field with example prompt chips to start from. The manual and template routes remain available on the same screen. After you submit, you are taken into AI Navigator, where the proposed outline is shown as a card for review.
If generation fails after a confirmed outline, you are offered a retry and no partial report is created.
Refine with AI
From a generated report, the Refine with AI action opens a new outline session seeded from that report’s current name, filters and charts. Describe what should change: add a chart, remove a chart, change a filter to a new carrier or market, widen the date window, rename the report. The same outline, refine and generate flow follows.Through AI Navigator
AI Report Builder is delivered through AI Navigator, so a report can be requested from any page of the portal and from inside a conversation already running: ask about a shipment, ask what else looks like it, then ask for a report covering what you found.Limits
- AI Report Builder assembles reports from existing charts enabled for your account. It does not create new chart types and does not analyse or explain why a number moved.
- It cannot see the filters or selections on the page you are viewing when you ask from elsewhere in the portal. Describe what you need in words.
Set up in the portal
Go to AI Decision Intelligence > Business Intelligence.- Start a new report. With AI Report Builder enabled, the page opens on the text field.
- Type the report you want, or select an example prompt, and submit.
- In AI Navigator, review the proposed name, charts and filters. Reply to add or remove charts, change filters or rename the report.
- Confirm with a message such as “looks good” or select Generate Report on the outline card.
- Open the report from the link in the confirmation message, or find it in your reports list.