Ask questions no report answers, and export the result

What moves

The Copilot runs grouped queries over published datasets, lists them in report history and returns export files as time-limited links.

Before you start

• Reports & Dashboards and AI Copilot in your plan
• An AI provider set up for your company
• Reports permission plus the dataset's own permission

Step by step

1. Finance controllerAI Copilot

   Asks for total net pay by department by month for the first quarter.

   You see:A grouped table comes back, flagged if it is partial.

2. SystemReports & Dashboards

   Records the query in report history as run by the agent.

   You see:Run history shows who asked and when.

3. Finance controllerAI Copilot

   Asks for the result as an Excel file.

   You see:A ten-minute download link comes back with the file size and checksum.

4. Finance controllerReports & Dashboards

   Asks to save the query as a scheduled report.

   You see:A saved report appears that can be subscribed to.

Related

• AI Copilot
• Reports & Dashboards
• Ask the AI assistant about subscriptions and licences
• Ask the assistant about the till, or have it do the work
• Ask the assistant instead of clicking
• A heavy user hits the limit and an admin raises it
• A manager assigns work through the Copilot and the colleague is told
• Connections between modules