Build dashboards, add panels, and set up scheduled reports.
Create a dashboard
Open the AI Assistant.
Describe what you want to see on the dashboard.
The assistant creates it with the panels you described.
Add or update panels
"Add a panel showing vendor spend by category over the last 12 months."
"Change the date range on the work order volume panel to year-to-date."
Create scheduled reports
"Set up a weekly email report summarizing open work orders by site, sent every Monday at 8 AM."
Analyze dashboards
"What is this panel measuring and is the trend positive?"
What you can say
"Create a dashboard with work order volume, average completion time, and PM compliance."
"Add a panel showing labor hours by technician this quarter."
"Schedule a monthly report of vendor spend by site, sent to the VP of Operations on the 1st."