AI Assisted Reporting Release
AI Assisted Reporting is now rolling out as a pilot. It is a reporting assistant built into your POS: ask a question about your business in plain language, in your own language, and get the answer back as a report you can save or download as a CSV.
The announcement
You can now ask your POS questions about your business and get a report back, in your own words and your own language. It is called AI Assisted Reporting and you find it under Reports, as the first entry in the list.
Type a question the way you would ask a colleague: "Revenue by month this year", "Top 10 customers by spending", "Which orders are still on the racks?", "How many deliveries did Nils complete last week?". The answer comes back in a few seconds as a chart or a table, with a line under it saying exactly what it counted, so you always know what you are looking at. Every answer is built from your own data, the same data your standard reports use, so the numbers match.
You can keep going from any answer. "Also by store", "only Wash & Fold", "last month instead" refine the report on screen. Save as report turns it into a KPI report you can open, schedule and favourite like any other. Download CSV gives you the rows for Excel, in your business's own CSV format. You can also type the instruction: "save this as Weekly revenue" or "download as csv".
The paperclip takes a photo or a list. Attach a photo of a pickup receipt, a bag tag or a handwritten note and ask "where is this one?". Attach a CSV or text file of order numbers from your accounting system or a route sheet and ask "what is the status of all these?". The assistant reads the numbers, tells you which ones it could not find, and answers for the rest.
If an answer is not what you meant, tell it. The thumbs-down under every answer opens a comment field, and those comments go straight to the people who build it. During the pilot that feedback is what shapes the next version, so the more specific, the better: "this counted pieces, I wanted money" is worth more than a thumbs-down alone.
The assistant only sees the business you are signed into, only answers to people with admin access, and keeps each person's conversations private to them. Photos are read once and not stored.
What you can ask
Ask in any language the POS supports. These are copied from questions that already work; the Query guide inside the feature has more and you can click any of them to run it.
Area | Example questions |
|---|---|
Sales and revenue | Revenue by month this year · Sales by department last month · Sales by payment type this week · Average order value by month over the last 12 months |
Customers | Top 10 customers by spending · Top Wash & Fold customers by value this year · Customers who have not been in for 6 months · Which customers spent the least this year? |
Orders | Show me all orders this year · Orders ready but not picked up · How many orders did we take in yesterday? · What is the status of order 26274-6184? |
Production | Pieces cleaned per day this week · Pieces taken in by item type last month · Most productive employee last month |
Racks and lost orders | Which orders are still on the racks? · Where is ticket 26274-6184-A racked? · Ticket X is missing from location Y, show me the other rack logs around when it was racked there |
Deliveries | Who made the most deliveries last week? · When did my driver Nils do his most recent delivery? · Missed pickups by driver last month |
Staff | How many orders did Sabine take in last month? · How many hours did Emre work last month? |
Follow-ups on an answer | Also by store · Only this month · Show as a pie chart · Save this as Weekly revenue · Download as CSV |
With a photo or a list | Where is this one? (photo of a ticket) · What is the status of all these orders? (CSV of order numbers) · Where are these orders racked right now? |
Good to know
These are the limits you are most likely to meet during the pilot, and what the assistant says or does instead.
You will notice | Why | What to do |
|---|---|---|
An answer shows at most 100 rows, with the note "limited to 100 rows" | The screen is for looking, not exporting | Save it as a report; the saved report exports every row |
The table shows 25 rows at a time | Keeps the page fast | Sort the columns, or download the CSV for all rows fetched |
"Several customers match Lisa, which one do you mean?" with names to click | Two people share the name | Click the right one, or add the customer number |
"I can't find a driver matching Mauro" | No staff member with that name on this data | Check the spelling, or ask "list all my drivers" |
It asks what you mean, instead of guessing | The question could be read two ways | Answer it, or rephrase with a period, a department or a store |
It answers "I can only report on your data" | The question was not about the business | Ask a data question; garment-care questions are answered too |
An Excel file cannot be attached | Only CSV and text lists are read | Export the list as CSV first |
A photo alone does nothing | The question is what you type; the photo adds the numbers | Type the question and attach the photo to it |
It needs admin access | Reports are an admin area | Sign in as an admin, or ask one |
It cannot see another store's business | Each business is separate | Switch business and ask there |
