Reporting

Reporting lets users ask questions in natural language and quickly generate customizable reports from your organization’s data. Whether identifying trends, investigating issues, or answering on-demand questions, Reporting makes exploring data and building dashboards straightforward.

Asking your first question

Reporting includes built-in guidance. For example if you want to know what questions are available, you can ask Tia "What DEX related questions are possible?" and then click the arrow icon.

Tia provides suggested prompts that you can use as dynamic starting points. Copy, paste, and modify these prompts to instantly generate reports. In this example, Tia suggests prompts based on the Experience dataset which focuses on device and software performance.

Contextual help

Contextual help is available from the question mark menu in the top-right corner of Reporting. This menu provides additional examples and guidance.

For example, using the suggested prompts, you could ask, “What are the most performant devices?” Within seconds, Tia generates a report-ready visualization directly linked to experience telemetry.

You can continue the conversation by refining the output. For example, you might ask Tia to remove servers from the report. Tia updates the report instantly, letting you iterate as work. You can then save, download, or edit the result.

To switch between tables and charts, toggle between View Table or View Chart. Clicking the three dots gives you the options to save, download, or delete your chart.

Saving an answer

Save an answer to the Saved reports page to edit it later. You can also make it discoverable so users in the same user group with access to the underlying data source can view it.

Downloading an answer

You have three download options, PNG, XLSX and CSV.

Editing an answer

Use the fully featured report builder to modify visualizations, adjust aggregations, change chart types, add filters, reorganize groupings, or fine-tune calculations for deeper analysis.

1. Clicking Edit Answer opens the report builder in the Reporting page.

   

2. Once you have the information you need, click Done editing, or choose Discard changes to clear your progress.

   

3. To save your report, once you have clicked Done Editing, make sure you then click Save from the Reporting page to avoid losing your changes.

   Once you click Save, the report will be available in your Saved Reports.

   

4. Or, click Reset to clear your progress.

   

For information about the report builder, refer to Saved reports.

Limitations of conversational analytics

Reporting currently returns only metadata in text responses and supports a limited set of standard visualizations such as bar, line, and donut or pie charts. To use it effectively, select a data model, use natural language instructions to define logic, and adjust chart settings or view modes using the context menu or Edit mode.

• Summaries: Tia does not have access to your data. In text responses, it only returns metadata. Avoid questions such as “Why did my sales go down in Q2?” These questions are not yet supported.

• Chart understanding: Tia supports standard visualizations such as bar charts, line charts, and pie charts. You can change chart types and advanced chart settings from the context menu. Avoid questions such as “How many date columns does the worksheet have?”

• Instructions and training: Use natural language instructions to define business logic and data relationships. Controls for agent tone, narrative style, granular chart formatting, and coaching about why an analysis appears will be available in a future release. In conversation mode, you can only switch between table and chart views. Use Edit mode to change chart settings.

• Data model selection: Tia cannot automatically identify which data model to use. Select a data model before you start asking questions.

This guidance is available by clicking Learn more at the bottom of the Reporting page.