AI Reports let you generate new reports in seconds. Just describe the data you want to see, and Productive AI will do the rest.
You can start from a suggested prompt or type your own. Once the report is generated, you can fine-tune it and save it like any other report.
📌 The only prerequisite is that Productive AI must be enabled by your account admin in Settings > Productive AI.
Creating an AI Report
To get started, go to the Reports section and click the AI Report button in the upper right corner.
You’ll see a prompt field asking: “What data would you like to see?” You can:
Choose one of the three suggested prompts to test it out
Or write your own custom prompt
Be as specific as possible. The more detail you include about what you want to see, and how you want it filtered, grouped, or sorted, the more accurate the result.
📌 Example prompt:
Profitability by company in the last year, sorted descending and shown as a chart
Once ready, click Generate Report. Productive AI will automatically pick the relevant data source (e.g. tasks, time entries, deals) and generate a report based on your input.
Tweaking the Results
After the report is created, you can:
Add or remove fields
Apply additional filters
Change grouping, sorting, or visualization
Then, save the report just like any manually created one.
What Happens When You Click 👍 or 👎?
At the top of the generated report, you’ll see a short question: “Did you get the report you wanted?”
If you click 👍, we save the structure of that report (filters, groups, visualization, etc.) to improve future responses to similar prompts.
If you click 👎, our team reviews what went wrong. We add the corrected version to our internal training set to improve the AI over time.
Tips for Writing Better Prompts
For best results:
Use complete sentences, as if you’re explaining your needs to our Support Team
Mention specific fields, filters, and visualizations if you know them
Use Productive terminology (e.g. “group by company,” “filter by date,” “sort descending”)
You don’t need to specify grouping, but if you want a particular structure, make sure to mention it clearly. Words like "by" or "segment" often trigger grouping automatically.
❌ “Show me profitability” → Too vague
✅ “Show me profitability by company for the last year, sorted descending” → Clear and detailed
Prompting in Different Languages?
You can use any language when writing prompts. While English is preferred internally for performance evaluation, there are no language limitations for end users.
Daily Usage Limits
Trial plans: Up to 10 AI prompts per day
Paid plans: Up to 100 AI prompts per day
Privacy and Training
No customer data is ever shared with third parties or used to train external models like GPT. We use an internal evaluation dataset to improve AI-generated reports, but it does not include or expose any user data.