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AI Report Builder - Common Queries and Tips

Practical examples and tips for searching your data. Find inventory, orders, production, and compliance information with ready-to-use search examples.

C
Written by Customer Success
Updated over 3 weeks ago

AI Report Builder - Common Queries and Tips

Get the most out of the AI Report Builder with these practical examples and tips. This companion guide helps you ask better questions and find your data faster.

🎯 What Can I Ask?

The AI Report Builder understands plain English questions about your GrowerIQ data. You can search for information across these areas:

  • Inventory - Stock levels, lot tracking, room locations, product quantities

  • Orders and Sales - Customer purchases, order status, shipments, revenue

  • Production - Harvests, drying, processing, packaging runs

  • Quality Assurance - Test results, QA reviews, lab data

  • Activities - Any recorded action in the system with timestamps and users

  • Compliance - Audit trails, regulatory reporting data

Quick Tip

If you're not sure what to ask, start simple. Try "show me all orders from last month" and then add more details in follow-up questions.

💬 Example Searches by Category

Here are real-world examples organized by the type of report you need. Copy these directly or use them as inspiration for your own searches.

Inventory Reports

Find what you have, where it is, and how much remains.

  • "Show all dried flower inventory with quantities"

  • "List lots in the vault with remaining weight"

  • "What inventory do we have from strain OG Kush?"

  • "Show me all products with less than 100 units in stock"

  • "Inventory breakdown by product type"

Sales and Order Reports

Track orders, revenue, and customer activity.

  • "Top 10 customers by total order value this year"

  • "All orders from November with their status"

  • "Orders over $5000 that shipped last month"

  • "Monthly sales totals for 2024"

  • "Which products sold the most units this quarter?"

Compliance and Activity Reports

Review who did what and when for audits and record-keeping.

  • "Show all harvest activities from last week"

  • "Who performed weight recordings yesterday?"

  • "List all destruction activities this month"

  • "Show transfers between rooms in the last 7 days"

  • "Activities performed by John Smith in November"

Production Reports

Track your cultivation and processing pipeline.

  • "Show all harvests from the flower room this month"

  • "Packaging runs completed last week"

  • "Drying activities with weight loss percentages"

  • "Which batches were moved to the cure room?"

  • "Production output by strain for Q4"

Quality Reports

Access test results and QA data.

  • "Show QA review results from this week"

  • "List all products that passed testing"

  • "Lab results for lot number 12345"

  • "Products with THC content above 20%"

  • "Failed QA checks in the last 30 days"

📊 Understanding Your Results

When you receive results, here's how to make the most of them.

Reading the Summary

The AI provides a brief summary explaining what it found. This helps you confirm the search understood your question correctly. If something looks off, just ask again with more detail.

Checking Row Counts

Hover over the info icon in the results header to see:

  • Total rows matched - the complete count in your data

  • Rows displayed - what's shown on screen (up to 10,000)

  • Time taken - how long the search took

Sorting and Filtering

Click any column header to sort. Use the column menu (three lines) to filter by specific values. This lets you dig deeper without asking a new question.

Exporting Your Data

Right-click anywhere in the results grid and select Export. Choose CSV for spreadsheet compatibility or Excel for formatted data. Your export includes all visible rows with current filters applied.

Creating Charts

Select a range of data, right-click, and choose Chart Range. Pick from bar, line, pie, and other chart types to visualize your data instantly.

✨ Tips for Better Results

Follow these practices to get exactly the data you need.

Be Specific with Dates

Include time frames in your questions. "Orders from November 2024" gives you exactly that month. "Recent orders" is vague and might not match your expectations.

Instead of...

Try this...

"Show me orders"

"Show orders from last month"

"Recent harvests"

"Harvests from this week"

"Old inventory"

"Inventory created before January 2024"

Add Filters for Precision

Narrow your results by including status values, names, locations, or categories:

  • "Orders with status shipped" - filters by order status

  • "Inventory in the vault" - filters by location

  • "Products containing 'Kush'" - filters by name

  • "Activities by the QA team" - filters by user or department

Ask for Aggregates

Use words like "total", "count", "sum", "average", or "top" to get calculated results:

  • "Total sales by month"

  • "Count of orders per customer"

  • "Average order value this quarter"

  • "Top 5 products by units sold"

Build on Your Results

Ask follow-up questions to refine your data without starting over:

  • First: "Show all orders from last month"

  • Then: "Now only show the ones over $1000"

  • Then: "Sort by customer name"

❓ Common Questions

Why is the AI asking me clarifying questions?

When your search is too broad or unclear, the AI asks for more details rather than guessing. This helps ensure you get accurate results. Just answer the question or pick from the suggested options.

What does "confidence" mean?

The AI evaluates how well it understood your question. High confidence means it's certain about what you're asking. Lower confidence triggers clarifying questions to avoid giving you wrong data.

How do I see all the columns for one row?

Double-click any row to open a detail panel on the right side. This shows all the data for that record in an easy-to-read format - no sideways scrolling needed. Double-click again to close it.

How do I generate a report for auditors?

After running your search, click the Generate Auditor Report button in the results header. This opens a print-ready version with timestamps, summaries, and charts. Use your browser's print function (Ctrl+P or Cmd+P) to print or save as PDF.

Why is the AI suggesting I run a saved report?

The AI recognizes when your question matches something you've already saved. Click the suggestion to run your saved report instead - it's faster and gives you consistent results every time.

How do I save a report to run again later?

After running a search, click the bookmark icon in the results header. Give your report a name and description, then click Save. Access saved reports anytime from the "View & Run Saved Reports" dropdown.

What are the pre-built reports with shield icons?

These are templates created by administrators for common reporting needs. They're ready-to-run reports that just need a few details from you, like date ranges or specific filters.

Why am I not seeing any results?

Try these fixes:

  • Widen your date range - you might be searching too narrow a period

  • Check spelling of names, products, or status values

  • Start with a simpler question and add filters after

  • Review the AI's summary to see how it interpreted your question

Is there a limit to how much data I can see?

Results display up to 10,000 rows. If your search matches more records, consider adding filters to narrow down or export the data to work with the full set.

Can I share my saved reports with team members?

Currently, saved reports are personal to your account. Your team members can create their own saved reports or use the shared pre-built templates available to everyone.

What if I need a report the AI can't create?

Contact your administrator or GrowerIQ support. Complex reports can be added as pre-built templates that you and your team can run anytime.

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