DocsAI Reports
AI Reporting
Generate insights and visualizations using AI-powered chat interface.
AI Reporting
Get insights into your business with natural language queries. Ask questions and receive charts and data visualizations.
Accessing Reports
- Navigate to Dashboard
- Click the Reports tab or ask the AI Assistant
How It Works
- Type a question in natural language
- AI interprets your query
- Data is fetched and analyzed
- Charts and insights are generated
- View interactive visualizations
Example Questions
Try asking:
- "Show me revenue by client this quarter"
- "What's my monthly income trend?"
- "Which clients have the most hours?"
- "Compare paid vs unpaid invoices"
- "Show my top 5 clients by revenue"
Chart Types
AI can generate:
- Bar Charts: Compare values across categories
- Line Charts: Show trends over time
- Pie Charts: Display proportions
- Area Charts: Visualize cumulative data
Data Privacy
- AI only accesses your own data
- Queries are processed securely
- No data is shared externally