Use Maggi to Generate a Report

Use the Maggi Reporting agent to generate reports using a prompt window and natural language. The Reporting Agent must be enabled for the client organization.

See Maggi Reporting Agent.

  1. Navigate to Reporting > Maggi Reporting.
  2. In the prompt field, enter a description of the data that you would like to report on.
    Maggi suggests prompts based on what you have entered. You can click the suggestion to add it to the prompt field, and you can edit the suggested prompt.

    You can also expend the Common Topics section to view common report prompts in the system.

  3. Click Generate Report.