Before you begin: This article is for users who want to create presentations using SmartSlides™ in TapClicks. SmartSlides™ generates AI-powered, client-ready slide decks directly from your dashboards and Data Views. For more information on SmartSlides™, refer to FAQs: SmartSlides™ or How to Create a SmartSlides™ Template.
What Is SmartSlides™
SmartSlides™ is an AI-powered reporting feature that generates slide decks from your TapClicks data. Unlike Freehand Reports or Dashboards, which require manual setup, SmartSlides™ automates the creation of presentations. With Slide By Slide generation, you can review and edit each slide before it is generated.
How to Create a SmartSlides™ Presentation
1] Log in to TapClicks and, on the Reports menu, click SmartSlides™.
2] In the upper-right corner, click the Add SmartSlides (plus sign) icon.
3] The New SmartSlides page appears. Fields marked with an asterisk (*) are required. In the Title field, enter a name for your presentation.
4] From the Template dropdown menu, select a custom template, the Performance Report template, or Blank Report.
| Note: Custom templates and the Performance Report template come with a pre-built AI prompt that cannot be edited, though it is visible in the Configuration section. Custom templates also apply their configured data sources automatically and fill in any data hierarchy, date range, theme, and number of slides saved in the template. The Performance Report template requires you to select data sources manually. Blank Report includes no preconfigured settings; you select the data sources and write the AI prompt yourself. For more details on building a custom template, see How to Create a SmartSlides™ Template. |
5] Under Data Hierarchy, select All, Client, Client Group, Business Unit, or Smart Campaign to set the scope of the presentation. If you select any option other than All, a dropdown menu appears below it. From the dropdown menu, select the specific client, client group, business unit, or Smart Campaign to assign the presentation to.
6] Click the Date Range field and use the calendar to select a date range for the presentation.
7] Optionally, select the Compare to previous period checkbox to compare data from your selected date range to the equivalent prior period. For example, if you select this month, the presentation compares it to the previous month. If you select last year, the presentation compares it to the year before.
8] From the Theme dropdown menu, choose a theme for your presentation.
9] Use the Number of Slides slider, or enter a value in the field, to set how many slides the presentation includes.
10] Under Generation Mode, select Auto or Slide By Slide. Auto generates the full presentation automatically. Slide By Slide lets you review and edit each slide before it is generated.
11] Click Configuration to expand the section, then follow the steps below for the template you selected.
If You Selected Custom Template
12] Review the data sources and AI prompt shown in the Configuration section. These settings come from the template and are applied automatically.
If You Selected Performance Report
12] Review the AI prompt shown in the Configuration section. This prompt comes from the Performance Report template.
13] Under Source of Data, select Data Category or Dashboard.
14] If you selected Data Category, from the Data Sources dropdown menu, select the data source you want to pull data from. Then, in the Data View, Metrics, and Dimensions dropdown menus, choose the Data View, metrics, and dimensions to include in the presentation. To add more than one Data View for a data source, click Add Dataview.
15] If you selected Dashboard, from the Dashboard dropdown menu, select the dashboard you want to connect to the presentation. Then, in the Sections and Widgets dropdown menus, select the dashboard sections and widgets you want SmartSlides™ to use.
If You Selected Blank Report
12] In the Prompt field, enter the AI guidance for the presentation.
13] Under Source of Data, select Data Category or Dashboard.
14] If you selected Data Category, from the Data Sources dropdown menu, select the data source you want to pull data from. Then, in the Data View, Metrics, and Dimensions dropdown menus, choose the Data View, metrics, and dimensions to include in the presentation. To add more than one Data View for a data source, click Add Dataview.
15] If you selected Dashboard, from the Dashboard dropdown menu, select the dashboard you want to connect to the presentation. Then, in the Sections and Widgets dropdown menus, select the dashboard sections and widgets you want SmartSlides™ to use.
Add Context and Create
1] Optionally, in the Additional Context field below the Configuration section, enter any extra guidance you want the AI to consider when generating the presentation.
2] Click Create SmartSlides at the bottom of the page.