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Generate a Discover Report

Generate a Discover Report

Open the Discover page to start a new AI report. Wait for the prompt input to be ready. Focus the question input.

Watch the demo (18 seconds)

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Overview

Open the Discover page to start a new AI report. Wait for the prompt input to be ready. Focus the question input. Type a natural-language question about your business data. Submit the prompt by selecting the matching suggestion. Wait while the AI generates the report.

Steps: 9 · Time to complete: ~18 seconds · Difficulty: medium

Prerequisites

  • Access to the Generate a Discover Report feature.

Steps

Step 1 — Navigate to /discover · 0:00

Open the Discover page to start a new AI report.

Step 1: Open the Discover page to start a new AI report.

▶ Watch this step · Try it →

Step 2 — Wait for role=textbox[name="Ask a question abo… · 0:04

Wait for the prompt input to be ready.

▶ Watch this step · Try it →

Step 3 — Screenshot: discover_empty · 0:00

Screenshot: discover_empty.

Screenshot: discover_empty

▶ Watch this step

Step 4 — Click role=textbox[name="Ask a question abo… · 0:07

Focus the question input.

Click the question input

▶ Watch this step · Try it →

Step 5 — Type into role=textbox[name="Ask a question abo… · 0:08

Type a natural-language question about your business data.

Ask a question about your data

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Step 6 — Screenshot: discover_prompt_typed · 0:00

Screenshot: discover_prompt_typed.

Screenshot: discover_prompt_typed

▶ Watch this step

Step 7 — Click role=button[name="What's my total rev… · 0:12

Submit the prompt by selecting the matching suggestion.

Click 'What's my total revenue this month?'

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Step 8 — Pause 3000ms · 0:15

Wait while the AI generates the report.

▶ Watch this step

Step 9 — Screenshot: discover_report_generated · 0:00

Screenshot: discover_report_generated.

Screenshot: discover_report_generated

▶ Watch this step

Expected outcome

Wait while the AI generates the report.

Assets