Using AI to Analyse Your Reports

Using AI to Analyse Your Reports

The Retailer software can send your Retailer reports for AI insights using the new AI Analysis button, available in version 3.4.4.0+ of the software. The integration includes an in-built prompt to analyse Retailer's reports, using the related KB article as a reference, to provide actionable insights to customers and make recommendations based on the data.

AlertTo get started, you must sign up with either OpenAI, Google or Anthropic. Follow the steps HERE first unless you're already using AI in Retailer.

Report Analysis Setup

The Report Analysis settings must be configured on the setup screen before the report is generated.
  1. From the Main Screen of Retailer, click Setup → AI.
  2. Locate Report Analysis in the list of AI Prompt Types.
  3. Select a Provider and Model from the dropdown options.
    1. OpenAI (ChatGPT) - latest models
    2. Google Gemini - latest models
    3. Anthropic - latest models
  4. Keep Structured Response unticked as it doesn't require a prompt (on the right).
  5. The Temperature (Temp) setting determines how creative the AI Model should be.
    1. The Range is 0 (not creative) to 2 (more creative, varied response)
    2. Must be 1 for the latest models
    3. Not applicable for older models
  6. Click Save.

Sending the Report to AI

You must first preview a Retailer report. The majority of reports are available under the Reports menu on the Main Screen of Retailer.
  1. In any Retailer report, click Preview instead of Print.
  2. Click the AI Analysis button at the top.
  3. Wait for the AI to analyse the report.
  4. A new preview window will open with the AI analysis.
  5. There are two ways to save the AI analysis:
    1. Press Ctrl+A to select the entire document and Ctrl+C to copy it. Then paste into a rich text editor with Ctrl+V.
    2. Click the Print button at the bottom left and select Microsoft Print to PDF.