Rostery

AI across Rostery

Summarising a report

Reports6 steps
Written by Fahid Safdar, Founder & Product, Rostery · Checked

A short, plain-English summary of what a report is showing, written by AI from the report’s rows. It picks out the key numbers and the single most important action, if there is one. Check the figures before you quote them.

Step by step

  1. 1

    Open a report and set your dates.

  2. 2

    Click AI Summary at the top of the report.

  3. 3

    Read it as a starting point for the conversation, then check the numbers themselves before you quote them.

  4. 4

    The summary appears in an AI Insight banner above the report, in two or three sentences. Close it with the cross when you are done.

  5. 5

    It covers only what the report has loaded for your dates and filters. Change either and click AI Summary again for a fresh one.

  6. 6

    The summary is not saved and is not added to the Excel or PDF export, so copy it into your own notes if you need to keep it.

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