Ask questions, get instant reports
Your dashboard now understands natural language queries for transaction and customer analytics. Type questions like "show high-value transactions from last week" or "which customers completed KYB this month" directly into the AI Reports interface. The system generates structured queries, executes them across the data layer, and returns interactive visualizations — bar charts, line charts, donut charts, metric cards, and sortable tables — each paired with the underlying data table for drill-down.
Currency values appear with proper USD formatting, large numbers use comma separators, and click any data point to see the source records. Saved queries persist across sessions so you can build a personal analytics library, and recent queries surface as suggestion chips for one-click re-runs. Four quick-start templates (Transaction Volume, Customer Analysis, Ramp Performance, Failed Transactions) help you get started, and follow-up suggestions appear after each response so you can explore related insights without starting over.
What's Changed
Improvements
- Smarter question understanding. The assistant now handles vague or multi-part questions better — ask "how did we do last quarter vs this one" and it knows what you mean, including follow-ups that build on your previous question without repeating context.
- Faster results. Common queries return in under a second, even on large date ranges, and heavier reports run in the background so you can keep working while they finish.
- One-click export. Send any chart or table straight to CSV, ready to drop into a deck or share with your team without reformatting.
- Save any query to go back in time and check previous results to compare. Build a personal library of go-to reports and rerun them anytime to see how the numbers have shifted.