The ReportBuilder Assistant

Would you like to type in the text of the report you want to see? We have created the new ReportBuilder Assistant to help streamline your report-building experience. It's AI assisted, and knows the Martus terminology related to ReportBuilder.

Prerequisites for using the ReportBuilder Assistant

1. Navigate to the Support page
2. Enable the Assistant by clicking OK in the RB Assistant Consent box. Only one Admin users needs to complete this step on behalf of your organization.
   

To access the ReportBuilder Assistant

1. Navigate to Dashboard > ReportBuilder
2. Either click 'Add New' or open an existing report
3. Click the Edit Mode checkbox
4. Click the RB Assistant Beta button
   

In the Report Prompt, type in the prompt for the report that you would like ReportBuilder to create for you.

Here is an example, and the report that was requested.

And then, I tweaked it just a bit!

Current limitations of the ReportBuilder Assistant:

• No filters 
• No style or formatting options 
• No formulas across sub-rows (e.g., “Add up all utility accounts”) 
• Cannot edit an existing report (e.g., “Add a row to this report”) 
• Each prompt creates a new report — revise and rerun if needed 
• Changes are not saved unless you click the Save button
  
  

Tips for Using ReportBuilder Assistant:

• Prompts work best when you: 
  • Include key details like actuals or budget, time period, and column type 
  • Use Martus/ReportBuilder terminology (e.g., row and column names, budget names like “current year”) 
  • Write in full sentences 
    • Example: “Create a report comparing last year’s budget to next year’s budget."

Things That Might Not Work As Well (But You Can Try)

• Vague prompts like “What’s my budget this year?” 
• Generic terms like “Add a column” or “budget” with no year 
• Incomplete phrases like “Next year budget” or “Actuals only”