Copilot finds and runs reports

What moves

Copilot lists the catalogue, runs reports and asks ad-hoc questions under your permissions.

Before you start

• AI Copilot and Reports in your plan
• An AI provider set up for your company

Step by step

1. ManagerAI Copilot

   Asks for headcount by department this quarter.

   You see:Copilot picks the report or dataset.

2. SystemReports & Dashboards

   Runs it with the manager's own permissions.

   You see:Only departments the manager may see are included.

3. ManagerAI Copilot

   Reads the answer and asks for an export.

   You see:A download link is given.

Related

• AI Copilot
• Reports & Dashboards
• Copilot helps with learning
• Copilot manages recognition
• Copilot reads and acts on Social
• A manager assigns work through the Copilot and the colleague is told
• A manager clears every queue waiting on them in one pass
• Connections between modules