AtIna in reports

Available reports

The button appears on the system reports that show their results in a grid (Accounts Receivable and Payable, Sales, Purchases, Inventory, Accounting, Banking, CRM, among others). Some reports offer their own sample questions; the rest offer general ones. It also appears in their Print View and when the report is configured to be shown as PDF.

It also appears on the financial statements: Trial Balance, Income Statement, Balance Sheet and Cash Flow Statement, including all their variants (by period, by department, by location, comparative, consolidated, balances by dimension, etc.), and on the Smart Financial Analysis (Analyze with AtIna button). On these reports AtIna receives the report exactly as you see it, with its totals and results (for example, the period's profit or total assets). If you change the filters, click Refresh first and then the button.

It works the same way on other reports that show their results in a table: account movements by month, VAT payment assistance, report 608, raw material consumption, production order progress, sales order profitability, sales route, sales by fiscal sequence and by subsidiary, estimated payments by week, detailed landed costs, project summary and transactions, work order costs, planned versus executed services and sending account statements by email, and a customer's account statement.

On the expense and customer sales anomaly detection screens, AtIna receives the anomalies shown on the screen, so it can explain or compare them.

The Ask AtIna button is available only in the Enterprise edition. The Analyze with AtIna button of the Smart Financial Analysis does not depend on the edition.

It does not appear on Payroll, Human Resources or Security reports (users, privileges and logins), because they contain personal or sensitive data.

How to use it

1. Open the report and apply the filters. AtIna works with the filters you have at that moment (dates, customer, currency, subsidiary, etc.) and with the visible columns of the report's configuration.
2. Click Ask AtIna. The AtIna panel opens in a new conversation. At the top you will see the Asking about notice with the report name and the applied filters.
3. Ask. Type your question or tap one of the sample questions. You can keep asking follow-up questions in the same conversation.
4. If you change the filters, click the button again. AtIna stays in the same conversation, but from then on it answers with the new data. The notice shows the updated filters. If you click the button on a different report, AtIna starts a new conversation.

What data AtIna uses

• The same data the report shows, with your permissions: if you can't see a value in the report, AtIna can't either.
• Totals are calculated over all the report rows, so they are exact.
• To count, filter, group or add up rows (for example, "how many customers owe more than 50,000?" or "how much did each sales rep sell?"), AtIna queries all the rows of the report and lets the system do the math, instead of calculating from memory.
• On very large reports, AtIna works with the rows with the largest amounts and tells you the result may be incomplete. In that case, filter the report and ask again.
• Read only: in a conversation about a report AtIna does not create or change any information (quotes, orders, tasks, emails). For that, start a new conversation.

Tips and common issues