NetLoan - Create a Query Report with the AI Assistant

Overview

The AI Assistant can build a query report for you from a plain-language description. It writes the underlying SQL query, saves the report, runs it, and makes changes based on your follow-up requests, all from the query report page. Use this when you want a new report but don't want to write the SuiteQL query or configure the report record by hand. The assistant can also modify and explain reports that already exist.

Step-by-Step

Build a New Report

1. On the Query Reports page, click AI Assistant to open the sidebar.
2. Select the Build a new report topic, or type what you want in the chat.
3. Describe the report in plain language: the records you care about, the columns you want to see, and any filters or grouping. For example: "Build a report of all commenced loans with their outstanding principal, grouped by loan officer."
4. The assistant looks up the right NetLoan records and fields, writes the query, saves the report, and runs it. The results render on the page automatically, so there is no need to navigate away or refresh.
5. Review the assistant's summary of what it built, including the columns, the filters applied, and the row count.
6. Give the report a clear name (or ask the assistant to rename it) so you can find it later in the Query Reports list.

View full size

Refine the Report

1. With the report open on the page, use the Refine this report topic or keep chatting. Requests like "add a column for maturity date", "filter to active loans", or "group by loan officer" update the same report and re-run it in place. A new report is not created for each change.
2. The assistant will ask before making a destructive change, such as dropping columns you asked for or replacing all filters, and will state what changed after each pass.
3. If you just need to narrow or widen the results, the assistant can apply the report's existing filter bar (date filters and custom filters) instead of rewriting the query. View full size

Ask About the Results

1. Use the Explain these results topic or ask a question directly, such as "why does this loan appear twice?" or "what's driving this total?"
2. The assistant reads the report definition, column headers, row count, a sample of rows, and the underlying SQL query, and answers based on what is actually on the page.

Considerations

• On very large reports, the assistant works from the row count and a sample of rows rather than the full output, and it will tell you when that is the case.
• If a run fails or times out, the assistant explains the error and suggests a narrower report definition.
• Only the report open on the page can be edited from the sidebar. To change a different report, open it first. You can ask the assistant to open a saved report by name, e.g. "run the commenced loans report".
• Reports created by the assistant appear in the Query Reports list like any manually created report and can still be edited by hand on the report record. See NetLoan - Create a New Query Report.
• The assistant does not schedule exports, share or publish reports to other users or roles, or delete reports.
• If the assistant seems confused about what is displayed on the page, re-prompt it with what you expect to see. It will re-check the results and correct course.

Related Articles

• NetLoan - Query Reports Overview
• NetLoan - Open and Run a Query Report
• NetLoan - Create a New Query Report
• NetLoan - Add a Custom Filter to a Query Report

Record Structure

The assistant creates and updates a standard NetLoan Report record. These are the fields it populates:

NetLoan Report