sugar intelligence - how are you using reports

Hi Helen, can you clarify what you're asking about? I don't think that Sugar Intelligence contains reports. I am wondering if you are referring to one of these instead:

• Enhanced Forecasting Reports (available only in Sell Premier)
• Report Templates (available in Sell, Serve, and Enterprise)

Sorry if I'm confused, just want to make sure everyone understands so they can chime in with their input.

-Brenda

Hi Brenda, thank you for coming back to me, in answer to your question my colleague believes that she saw somewhere (but she isn't 100% sure ) that we can report on the AI summary provided, is that correct ? Many thanks, Helen

Hi Brenda, thank you for coming back to me, in answer to your question my colleague believes that she saw somewhere (but she isn't 100% sure ) that we can report on the AI summary provided, is that correct ? Many thanks, Helen

Oh, that is correct, and I understand now! This section in the documentation shows you how to report on the summary: Reporting on the AI Summary Dashlet.

It's just a matter of finding the right field when building the report. Hope that helps!

-Brenda