Course Overview
AICrash Course
AI for Reports and Dashboards
Reports often take too long to build and are difficult to read. This course introduces AI features in common reporting tools, showing learners how to ask plain-English questions of data and generate dashboards that highlight what matters.
Why this course matters
- Saves time by automating manual reporting tasks.
- Turns complex data into visuals and plain-language summaries.
- Helps managers and staff make faster, evidence-based decisions.
- Builds confidence in using AI-powered business intelligence.
Who should attend
- Admins who prepare weekly or monthly reports.
- Service managers reviewing team performance.
- Sales support staff tracking revenue or clients.
What you’ll learn
- How AI translates natural-language questions into queries.
- Creating dashboards with common KPIs.
- Summarizing trends with AI-written insights.
- Scheduling automatic report delivery.
Practical applications
- Ask AI “What were last month’s top 5 service categories?”
- Build a dashboard with calls, jobs, or revenue metrics.
- Set up a weekly auto-report sent to the team.
- Interpret AI summaries and use them in team meetings.