What does this help guide cover?
What is the Reporting Agent?
The Reporting Agent finds the right report for you, so you don’t have to search through your report catalog yourself. Describe what you’re looking for in your own words, such as “costs for Sydney last month, by team”, and it will open the closest matching report and apply the filters that report supports.
It only uses reports that already exist in Tanda, so it can't create new reports or add filters a report doesn't have.
How It Works
Go to Reports and open the Reporting Agent panel.
Click + Start a new conversation and describe the report you want. Mention things like teams, locations, a person, a date range or how you want it grouped.
The agent shows a card with the report name and the filters it applied. If something doesn't quite match your request, it'll be noted as such. Select Open Report to view it.
You can then follow up with things like "Now do last week" or "Just the kitchen team", as the agent remembers what you've already asked.
Alternatively, choose Refine a saved report when you start a chat and pick it from the list. Your saved filters and columns stay put unless you ask to change them.
Saving and Adding to a Dashboard
To keep a report, select Save report on the result card and give it a name. If you changed one you'd already saved, you can choose:
Update original: replaces your saved report.
Save as new: keeps the original and saves the changes as a separate report.
Once it's saved, you can also select Add to dashboard to put it on any dashboard you can edit.
Note: Your chats are private to you. Select the history icon to see your 30 most recent ones.
FAQs
It can't open a report I asked for. Why?
It can't open a report I asked for. Why?
The agent can only open reports you have permission to view, and it can only show reports that already exist in Tanda, it cannot create new ones from scratch.
Why can't I see Add to dashboard?
Why can't I see Add to dashboard?
It only shows up once the report has been saved, and the new dashboards feature must be enabled in your account.