EAB Navigate360: AI Report Filter Assistant

Summary

With Reporting, the AI Filter Assistant works to quickly suggest and apply report filters. When enabled, the AI Filter Assistant button shows in the Data Filters panel in all reports the user has access to and can suggest filters needed to find the information you require.

Body

Summary

With Reporting, the AI Filter Assistant works to quickly suggest and apply report filters. When enabled, the AI Filter Assistant button shows in the Data Filters panel in all reports the user has access to and can suggest filters needed to find the information you require.

 

How-To

Task: Use the AI Assistant to create and run reports.

Instructions

Step 1 - EAB AI assistant can be accessed from different locations. You can access it from the Standard Report tab within Reporting or from the report itself. 

You have the ability to tell the application what you are looking for in a report through the Prompt and the system will suggest the report and filters required to get the information requested.

Standard Reports with "AI Report Finder" marked.

 

Data Filters with "AI Filter Assistant" marked.

 

Step 2 - Selecting the AI Filter Assistant button causes the panel to open. Users then enter a plain language prompt for their desired report and select Generate Filters.

Example of AI Filter Assistant generating a filter.

 

Step 3 - The AI Filter Assistant then adds filters for the report. Users can then adjust the filters or modify the prompt again. If a user modifies a prompt, the AI Filter Assistant regenerates the filters.

Example of Data Filters.

 

Outcome

You can use the AI Assistant to create and run reports for the information needed.

 

Further Readings

EAB Navigate360: Reporting Basics 

EAB Navigate360: Running Standard Reports 

 

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.

For additional Training visit the Teaching and Learning Technologies Training site 

 

Details

Details

Article ID: 5131
Created
Mon 1/27/25 3:06 PM
Modified
Thu 11/12/26 3:50 PM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)