AI-Driven Narrative Insights for Report Summaries in NetSuite

Artificial Intelligence is reshaping how users interact with data in NetSuite through the Narrative Insights feature. This functionality provides concise summaries of supported reports and records, helping users quickly identify important information such as trends, anomalies, risks, and opportunities.

How Does Narrative Insights Work?

Narrative Insights utilizes generative artificial intelligence to deliver insights that are tailored to the data you are viewing. The dynamically generated content can vary each time insights are requested, reflecting differences in report structure and available data.

Generating Insights

To generate an insight on a report or record, follow these steps:

1. Open a supported report or record.
2. Click the Generate Insight button. A dialog will appear displaying the generated insight.

The system allows users to re-generate insights at any time by clicking the Generate Insight button again. This flexibility is particularly useful for continually monitoring key metrics.

Important Considerations

• The content produced in the Narrative Insights dialog includes a disclaimer indicating that the AI-generated information may contain errors. Users are encouraged to verify outputs before use, as this content should not be relied upon as professional advice.
• Users may encounter an error message if there is insufficient data to generate an insight when accessing a report or record.

Note: The Enable Narrative Insights preference on the AI Preferences page controls the availability of this feature. This preference is enabled by default, and users with Administrator roles can disable it as necessary. For further information, refer to the section on managing Narrative Insights preferences.

Accessibility

Narrative Insights is available across all NetSuite regions and in system-supported languages, ensuring a comprehensive usability experience for global users.

Key Takeaways

• Narrative Insights uses AI to summarize reports and records, highlighting crucial information.
• The feature allows for the re-generation of insights to aid decision-making processes.
• A disclaimer warns users about the potential for errors in AI-generated content.
• Administrators can enable or disable Narrative Insights through AI Preferences.