The ReportBuilder Assistant

Would you like to be able to type in a text description 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.

ReportBuilder Assistant Consent

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

Access the ReportBuilder Assistant

1. Navigate to Dashboard > ReportBuilder.
2. Click Add New or open an existing report.
3. Click Edit Mode.
4. Click ReportBuilder Assistant.
   
   

   
   

   
   
5. In the Report Generation prompt, type in the text description for the report that you would like ReportBuilder to create for you and click Generate.

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

And then, I tweaked it just a bit!

Current Limitations of the ReportBuilder Assistant

• 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 Save
  
  

Tips for Using ReportBuilder Assistant

Prompts work best when you: 

• Include key details like actuals or budget, period, and column type 
• Use Martus/ReportBuilder terminology (e.g., row and column names, budget names like “current year”) 
• Indicate the type of filter you want to use, for example, saying 'filter to Communications' won't work as well as 'filter to the Department of Communications'
• Write in full sentences, for 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's budget” or “Actuals only”

Still feeling stuck?

Click here to review more Examples.