AI reporting assistant

The AI reporting assistant uses prompts to generate reports from ServiceNow instance data directly in a Microsoft Word document.

Using the Microsoft Word reporting agent, the assistant queries your ServiceNow instance data and inserts the output into your Word report as stories, tables, charts, or data points. Once installed, the assistant is accessible from the Document designer add-in in Microsoft Word.

Before the content is inserted into your Word document, you can review the generated plan and choose to approve it, make changes, or cancel the insertion.

AI generated information panel

AI-generated content can be tracked per conversation. When you start a new conversation and add content for the first time, you're prompted to enable tracking. When tracking is enabled, all content inserted during that conversation is recorded and visible in the AI generated section of the Manage content panel, accessible from the Document designer add-in. The Manage content panel displays all ServiceNow links in your Microsoft Word report, including AI-generated content.

When AI-generated content is present in the document, the AI generated section appears in the Manage content panel. The section is expandable and indicates how many items were inserted. Each item is displayed as a card with the following information:

• The name of the AI-generated content, which is generated by the reporting agent. Titles are limited to 255 characters and include the content type, for example, a chart type or table name. To view the full title, hover over the card.
• A link to the source table of the AI-generated content.
• When the data was last updated.

• Generate reports through the AI reporting assistant
  Generate reports from ServiceNow instance data by using prompts through the AI reporting assistant directly within Microsoft Word.
• Improve the accuracy of AI reporting assistant results
  Improve the accuracy of AI reporting assistant results when querying ServiceNow instance data by configuring knowledge graph tags. Knowledge graph tags provide table-level and column-level instructions that the AI reporting assistant uses internally when querying ServiceNow instance data.
• Customize the appearance of AI reporting assistant content
  Configure properties that control the chart color palette and table size for content generated by the AI reporting assistant.

Parent Topic:Microsoft Word based audit report templates using Document designer