Workbooks AI Reports

Reports give Workbooks AI access to structured data that can be referenced elsewhere, most importantly in the Context section, helping the AI form a well-grounded understanding of your data.

Reports made available to Workbooks AI are listed in
Start > Configuration > Workbooks AI > Reports. By default, the system automatically includes reports that are suitable for most Workbooks customers. You can also add your own report data views with simple structures and clear descriptions to enhance the AI’s understanding. These custom data views can build on more complex queries that reflect your business needs.

Only reports with the “Workbooks AI” category are used by Workbooks AI. Any greyed-out reports are ignored because another report with the same name already exists.