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AI Report Generation

Avikto's AI-Powered Report Generation automatically creates insightful reports from your case data. No SQL or manual data wrangling required — just describe what you want to analyze, and AI generates the report.

Getting Started​

Access AI Reports​

  1. Navigate to your project dashboard
  2. Click Generate Report with AI or
  3. Go to Reports and select Create with AI

Natural Language Input​

Describe your report in plain English:

"Show me the average resolution time for customer support cases 
this quarter, broken down by assignee"
"Create a report of all overdue cases with high priority, 
sorted by due date"
"Compare team performance across all projects for the last 30 days"

AI Capabilities​

Automatic Analysis​

  • Understands complex data requests
  • Identifies relevant fields
  • Calculates metrics on the fly
  • Discovers insights you didn't ask for

Smart Suggestions​

The AI proposes:

  • Additional filters to refine results
  • Alternative visualizations
  • Related metrics worth exploring
  • Trends in the data

Natural Explanations​

Reports include:

  • Clear interpretations of data
  • Highlighted anomalies
  • Actionable insights
  • Recommendations for improvement

Report Types Generated​

Performance Reports​

  • Team productivity metrics
  • Individual case resolution times
  • Queue efficiency analysis
  • SLA compliance tracking

Trend Analysis​

  • Volume trends over time
  • Cycle time improvements
  • Quality metric trends
  • Seasonal patterns

Comparative Reports​

  • Team member comparison
  • Project performance comparison
  • Case type distribution
  • Priority-based analysis

Predictive Insights​

  • Forecast case volume
  • Predict resolution times
  • Identify at-risk cases
  • Resource need projections

Customization​

Refine Results​

After initial generation:

"Can you add a filter for cases created after March 1st?"
"Show this broken down by case type instead of assignee"
"Include the 95th percentile in the resolution time metric"

Export and Share​

  • Export as PDF with formatted charts
  • Share as interactive dashboard
  • Email automated reports
  • Embed in presentations

Examples​

Example 1: Customer Satisfaction Analysis​

Input: "What's our customer satisfaction trend for the last quarter?"

AI generates:
- Line chart showing satisfaction score trends
- Breakdown by product/service area
- Top reasons for low scores
- Recommended improvements

Example 2: Team Workload Balance​

Input: "Is our team workload evenly distributed?"

AI generates:
- Bar chart comparing case load per team member
- Identification of over/underutilized team members
- Suggestions for load rebalancing
- Forecast of capacity issues

Saving Reports​

Save generated reports for:

  • Recurring reference
  • Sharing with stakeholders
  • Historical tracking
  • Compliance documentation

Access saved reports in Reports → Created by AI

Best Practices​

  • Start with specific questions
  • Use date ranges for focused analysis
  • Ask follow-up questions for deeper insights
  • Share discoveries with your team
  • Use insights to improve processes
  • Schedule regular report generation
  • Combine multiple AI reports for full picture

Limitations​

  • Reports limited to your accessible data
  • Very complex calculations may need refinement
  • Extremely large datasets may take longer
  • Some custom calculations may not be available

Advanced Usage​

Chained Reports​

Create multiple reports to compare:

1. Generate team performance report
2. Generate case type distribution report
3. Compare insights from both

Anomaly Detection​

Ask AI to find unusual patterns:

"Which days had unusually high case volumes?"
"Show me cases that took much longer than normal"
"Are there any unusual patterns in case distribution?"

See Also​