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Create AI Reports

Written by Céline GOrendezvous

AI reports allows you to summarize the notes from your charts into a single document


Here is how to proceed

1. Within the chart section in the file, click on Select

2. Check the chart entries of your choice

3. Click on + Create report

4. Choose a report template, the professional and the profession. (If you do not yet have a template, click Create a report template or refer to this help document for instructions.)

5. Click Continue

6. A message will appear while the AI is generating the report

7. Once the process is complete, the AI-generated report will be displayed under the AI Reports tab

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