How to Create and Update Reporting Dashboards with the AI Assistant | FlowPath Help Center

How to Create and Update Reporting Dashboards with the AI Assistant

Build dashboards, add panels, and set up scheduled reports.

Create a dashboard

1. Open the AI Assistant.

2. Describe what you want to see on the dashboard.

3. The assistant creates it with the panels you described.

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."

"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."

"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 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."

"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."