Notes Summarization with GenAI
This feature leverages Generative AI (GenAI) to
automatically summarize Notes sourced from either a Note Segment or
a Note Text Box. Notes summarization is available either in a text
box (designer setup) or as an end-user action.
- Text
Box: Using either the Notes or GridNotes text
function (with an additional parameter) or the SummarizeGridNotes text
function, the report designer can specify to have Notes summarized.
- End
User Action: While previewing a report, a user can select Summarize
Notes from the Actions menu to display a pop-up
window with the summarized Notes.
Using the Action menu, click Summarize Notes
Summarize Notes Dialog
When using the SummarizeGridNotes function or the
end user Summarize Notes action, you can choose to Use
Context, which will include the data value for the member associated with
the Note segment.
Set Use Context to True or False
For example, the main driver of higher other purchases and
supplies expenses was additional contractor services, resulting in a 0.53%
variance in Fees Outside Services. Finally, a minor decrease in facilities
maintenance costs led to a 0.12% variance in Facilities Expenses.
Business Benefit: This feature allows you to create
an executive summary and enhances the decision-making processes.
