AI-Generated Report Filters
Instead of configuring report parameters manually, you can ask AI Assist to build the report for you. AI Assist translates your natural language requests and returns a link that opens the Reports page with the appropriate filters already applied.
Suggested Workflows & Prompts:
Accounts Receivable: The AI will generate a link to an accounts receivable report, automatically sorted with the largest balance due first.
Show me all weddings this month with an unpaid balance
Tax Reconciliation: instantly generate a filtered taxes report
Give me a rundown of all the Taxes collected last month
Sales Trends: This generates a Products report for that specific timeframe, sorted by units sold
Can you report on our most popular Products in Q1 of 2026?
Accessing Order Data Across Projects
AI Assist can review your Order data across multiple projects. This enables you to quickly identify gaps and potential profitability issues across your entire pipeline without the need to manually review each individual Order.
Suggested Workflows & Prompts:
Logistics & Fulfillment Checks: Ask the AI to identify projects that are missing crucial items, such as staffing roles or rentals. This is an ideal workflow to run a few days before a busy weekend to ensure nothing is forgotten.
Profitability Audits: You can ask AI Assist to review your data and answer questions to find out which projects are not profitable
š” Pro Tip: Automate Your Audits with AI Skills
To get the absolute most out of these new reporting and order data features, try combining them into a saved Skill.
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AI Skills are pre-saved text blocks that serve as saved prompts for AI Assist. Instead of typing out individual questions every week, you can create a "Weekly Audit" Skill with a comprehensive prompt like this:
"Run my weekly audit: First, review Order data and list any upcoming projects missing staffing roles or rentals. Then, flag any projects that are not profitable. Finally, generate a report link showing all weddings this month with an unpaid balance."
Running this single Skill every Monday morning will proactively catch logistical gaps, profitability issues, and billing bottlenecks in seconds, without requiring any manual filtering.