Suggest Views and Reports

In addition to generating and expanding the database structure, the integration of TeamDesk and OpenAI allows users to harness the power of natural language processing to create new views and reports.

Click the Setup link at the top right corner of the window.

Select the table you need.

From the setup menu, choose Views/Reports > Create a new view. Select the type of view you need to create. The OpenAI functionality is available for all view types. Afterward, click Next > Suggest chart views.

The system checks the existing columns in the selected table and the reports that have already been created. Based on this information, OpenAI suggests new reports that might be helpful and don’t duplicate the existing ones.