Report Finder

To facilitate finding the correct V3 report more quickly and then setting up the filters for that report, partners have access to Report Finder on the Standard Reports tab and My Saved Reports tab.

On My Saved Reports and the Standard Reports page:

Open

Once opened, the Report Finder allows users to make inquiries in natural text to find the data they are looking for and to get results that recommend the report and initial data filters the user needs to get the data they want.

Open

When the user selects the recommended link, the suggested report will open with a pre-filled initial set of filters, if appropriate.

Open

Users can manually edit or update the suggested data filters or can open the AI Filter Assistant to iterate on the suggested prompt with plain language inputs. Users will not be able to access reports that they do not have permission to view.