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How to Launch an AI Summary in Reports

Ray avatar
Written by Ray
Updated over 2 months ago

In the Reports module of Revlitix, you can access AI Summaries for each widget.
These summaries provide quick insights into a chart’s positive, negative, and neutral trends, helping you make faster, smarter decisions.

Follow these steps to use AI Summaries effectively.

Step 1: Find the Widget

  • Navigate to the Reports module.

  • Locate the widget you want to analyze.

Once you find the desired widget, you can open its AI Summary for deeper insights.

Step 2: Look for the AI Summary Icon

  • Find the AI Summary icon at the top of the widget.


Step 3: Open the AI Summary

  • Click on the AI Summary icon to view the detailed summary for that widget.


Step 4: Review Positive and Negative Trends

The AI Summary breaks down the widget’s data into:

  • Positive Trends (green bullets):

    • Indicate improvements, growth, or favorable outcomes.

    • Check the numbers next to each point to understand the strength of the trend.


Negative Trends (red bullets):

  • Highlight declines, issues, or unfavorable outcomes.

  • Review the numbers to gauge the severity of the trend.


This quick breakdown helps you immediately spot which areas are performing well and which may need attention.


Step 5: Check Neutral Points

  • Neutral points offer a balanced perspective.

  • These aspects are neither strongly positive nor negative but still important for a complete understanding.

Step 6: Apply the Insights

  • Use the positive, negative, and neutral trends to guide your next actions and decisions.

  • Focus on improving negative areas and scaling what’s working well.

By following these steps, you can easily use AI Summaries in the Reports module to quickly interpret performance trends.

This helps you make informed decisions faster and manage your strategies more effectively.

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