<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Enabling AI Report Analysis</strong></p><p><strong>- Analysing a Report</strong></p><p><strong>- Reporting on Summaries</strong></p><p><strong>- Adding Summaries to Report PDFs</strong></p><p><br></p><p><br></p><p>AI can be used to analyse data contained within Reports, and provide a summary that shows at the top of the Report. This summary can be reported on or added to Scheduled Report PDFs.</p><p><br></p><p><span style="font-size: 14pt;" id="isPasted"><strong>Enabling AI Report Analysis</strong></span></p><p>If an AI connection has been setup, a short text analysis summary can be created on a report. For more information on AI, check out the "<a href="https://usehalo.com/haloitsm/guides/2137" target="_blank" rel="noopener noreferrer"><strong>Leveraging AI in Halo</strong></a>" guide.</p><p><br></p><p>To enable this feature after setting up an AI connection, go to Configuration > AI > Reporting > "Enable AI Report Analysis". Upon enabling, the "Max Data Size (KB)" option will show. By default, it will be set to the maximum, 1000KB, but this can be lowered if you wish.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUxYzZmY2FhLTUyNDItNGZkOC1hZmU0LTAyYmRjNDFhZTM5ZCJ9.Y2219hiQMgkFYcLSh7lXTykq3CDJ6F4WRBK8tr2TJ-8" class="fr-fic fr-fil fr-dib" width="905" style="width: 907px; height: 195.518px;" height="196"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling AI report analysis.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Analysing a Report</span></strong></p><p>In the reporting suite, choose a report you wish to analyse. Clicking the "Analyse Report" button will create this text similar to the below, as well as the date and time this was done. This can be a useful method of summarising reports into quickly digestible information that can show trends over time for instance.</p><p><br></p><p>Once generated, clicking the "Hide Analysis" button can be used to toggle whether this information is shown or hidden.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJkZjBkMGExLTAyMGYtNGJlYi1hZTEyLWY0ZTMwZjlmNzFiMyJ9.QEkS7Cy4FtXk-CwjYlgNJwuiQseJvge_RtzDO-bwpME" class="fr-fic fr-fil fr-dib" width="1224" style="width: 1226px; height: 578.145px;" height="578"></p><p><strong><span style="font-size: 10pt;">Fig 2. Analysed report.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Reporting on Summaries</span></strong></p><p>The paragraph is then held in the analyzerprofile table under "apiaianalysis", so this can be reported on as well.</p><p><br></p><div style="color: #000000;background-color: #fffffe;font-family: Consolas, 'Courier New', monospace;font-weight: normal;font-size: 14px;line-height: 19px;white-space: pre;" id="isPasted"><span style="color: #0000ff;">select</span><span style="color: #000000;"> aptitle </span><span style="color: #0000ff;">as</span><span style="color: #000000;"> [Report Title],<br>apaianalysis </span><span style="color: #0000ff;">as</span><span style="color: #000000;"> [Analysis],<br>apaianalysisgenerationdatetime </span><span style="color: #0000ff;">as</span><span style="color: #000000;"> [Date/Time Analysed]<br></span><span style="color: #0000ff;">from</span><span style="color: #000000;"> analyzerprofile<br></span><span style="color: #0000ff;">where</span><span style="color: #000000;"> apaianalysis </span><span style="color: #778899;">is</span><span style="color: #000000;"> </span><span style="color: #778899;">not</span><span style="color: #000000;"> </span><span style="color: #778899;">null</span></div><p><br></p><p>The above report will show the example like this.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk5MjUyZTZkLTA3MWUtNDFkYy1iMWUwLTEzOTQxYTllNjdkYiJ9.ti6R-Y9ns0V61xCbLGFtbOhqZS_5WF-fjulBoZY48C0" class="fr-fic fr-fil fr-dib" width="1221" style="width: 1223px; height: 742.845px;" height="743"></p><p><strong><span style="font-size: 10pt;">Fig 3. Analysis shown in a report.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Summaries to Report PDFs</span></strong></p><p>These summaries can be added to Report PDFs via variables. In Configuration > Reporting > General Settings, enable the below. This will give the option to use the variables "$-REPORTAIANALYSIS" and "$-REPORTAIANALYSISDATE".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdlYjA1N2Q4LTlkZWUtNGYzNi05NmRmLTc4NmI3MDRhNzhmNCJ9.D2Ud_PPHmStbU8n1k4id2bWa6fx-ag1Hx0Z4s8EIYFE" class="fr-fic fr-fil fr-dib" width="504" height="60"></p><p><strong><span style="font-size: 10pt;">Fig 4. Enabling AI analysis on Scheduled Reports.</span></strong></p><p><br></p><p>Within each Report > Scheduling tab, you will then see the option to enable it for that Report.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2OTQ2MTk1LWU1ZDAtNDQwMC04ODg3LWYyNzhjZGUzYTFiMCJ9.Ak49cFuREDY2llq949bN91Jz0sZocAGHT3mrKsX18fI" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 270.826px;" height="271"></p><p><strong><span style="font-size: 10pt;">Fig 5. Enabling AI analysis per Report.</span></strong></p><p><br></p><p>If these Reports are then added to a Scheduled Composite Reports, you can also use "$-REPORT{report ID}AIANALYSIS" within the HTML of the Composite Report.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAwMGMwOWM1LTIyZjctNDZjMC1iYjFiLTFjMmE1MTBiMWYyMyJ9.hIlRBrqezZwiUMrn4bh2Ono0m2QEsH4TLpHhchs2jwc" class="fr-fic fr-fil fr-dib" width="1208" style="width: 1210px; height: 210.047px;" height="210"></p><p><strong><span style="font-size: 10pt;">Fig 6. Variable examples in a Composite Report.</span></strong></p><p><br></p>
