Build a report with AI
Describe what you want to know in plain English, then fine-tune the result in the report builder.
Table of Contents
Click Build a custom report, then Create with AI.
Ask a question such as "How many appointments did each service have in the last 30 days?"
Check the answer.
Click Open in report builder to adjust and save it.
Always check the filter sentence, so you know what's been counted.
Up next
Next, read Use chart settings.