Before you begin: Only Super Admins can access this feature. For more information on AI Summaries in TapClicks, please refer to FAQs: Using AI in TapClicks, How to Send Widget Data for AI Generated Summaries, or AI Agents for Dashboards Overview.
Managing AI Created Summaries and Insights
1] Log in to TapClicks and, on the Reports menu, click AI Agent Insights.
2] The AI Agent Insights list appears, where you can manage your summaries.
3] From the available headers, select either the Dashboard tab or the Report Studio tab.
4] To search summaries, enter a title in the search box. Results update automatically.
4] To filter the list of summaries, click the Filter icon below the search box.
5] To sort the list, click a column header. Click once for ascending order and twice for descending order.
6] To view a summary, click the Preview (eye) icon on the far right.
| Note: You can edit the summary from the preview. |
7] To delete a summary, click the Delete (trash can) icon to the far right of the summary.