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 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, period, and column type 
  • Use Martus/ReportBuilder terminology (e.g., row and column names, budget names like “current year”) 
  • Ensure to indicate the type of filter you want to use, for example, by saying 'filter to Communications' won't work as well as 'filter to the Department of Communications'.
  • 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”

Still feeling stuck?

Click here to review more Examples.

ReportBuilder Assistant Examples

Here are some ReportBuilder Examples and the reports that the ReportBuilder Assistant creates. 

Budget vs. Actual Comparison

Prompt: Show me YTD budget and YTD actuals and compare the two.

Try on your own: Compare my current year budget to next year's budget. 

Things to consider: Does it work better if you use the budget names? Do you have a Planner/Dashboard budget set. 

Row Grouping Options

Prompt: Show me YTD budget and YTD actuals and compare the two while showing me only the parent rows of my Departments. (Note: Department is a dimensions in the example system - use an appropriate dimension in your system)

Try on your own: Ask the ReportBuilder to show you just two levels of a dimension that includes 3 levels of parent/child relationships. 

Things to consider: What dimensions in your system have multiple parent/child levels?

Filtering Options:

Prompt: Please show me a comparison between this year's budget and actuals with the filter of my General Location.

Try on your own: Ask the ReportBuilder to filter to a reporting group on a row or column. 

Things to consider: Are you using Reporting Groups?