When AI-assisted reports are configured for your site in Org SETTINGS, as an Admin user, you can generate a report by describing a problem you want to solve. Describe in words why you need the report or provide a similar report with modifications (such as an additional column, apply value filtering by percentile, filtering by variance or standard deviation, or whatever you can imagine). The AI-assistant will use the configured Large Language Model (LLM) and the AI service's processing power to generate your custom report.

How Can I Tell if AI-assisted Reports are Configured for My Org?

The AI Assistant (Beta) button displays at the top of the REPORTS view to indicate that your MOVEit Transfer organization is configured to run custom AI-assisted reports. Click on the AI Assistant (Beta) button to open the chat window.

Figure 1. AI Assistant (Beta) Button Highlighted

Task 1: Why do You Need the Report? (describe an outcome)

Simply type in the goal of the report and provide a good and concrete example of how the output table should be.

For example:

  • "I need a performance report for all uploads and downloads." (Performance)
  • "I need to know what users are currently signed-on to the system." (User activity)
  • "Show me the top 10% of users in terms of download activity." (Top n)
  • "I need a full report for files that uploaded very slow or failed." (System health)

Task 2: What is Your Ideal Output? (give example)

To assembling a tabular report with each column being relevant to your short and long term goals, be concrete. Tell the LLM about a utility or format that already works for you. It will adapt.

Tip: The AI Assistant knows about all sorts of useful report and data table output configurations. It is good at adapting existing models to your report.
For example:
  • "Model the report after the top command in Linux."
  • "Model the report after the last command in Linux."
  • "Output the download activity report as a bar chart."
  • "Add a column to the report with your best guess at a probable root cause for slow or failed file uploads."

Task 3: Put it All Together

To generate a custom, AI-assisted report:
  1. Click the AI Assistant button.

    The Reports (AI-Assisted Custom Report) chat window displays.

  2. Type in why you need a report and the ideal format you want back. Good examples bring good outcomes. For example: "create a report that will help me diagnose system latency. Model the report after the top command in Linux."
    Figure 2. Custom Reports AI-chat Window (beta)
  3. Click the arrow button to send.

    Wait a few moments. The assembled report displays.

    Figure 3. AI-assisted Report Output
  4. Edit the report using the chat window, or click Save this report.
Figure 4. Using Field and Table-Scoped SQL Statements in Custom Reports