Getting Started with the QNE AI Report Designer Assistant

Overview:

The QNE AI Report Designer Assistant is a built-in smart assistant that guides users through customizing and designing reports directly within the QNE Report Designer. Whether you're a first-time report designer or a seasoned user looking to speed up formatting and layout adjustments, the AI Assistant is here to help—with contextual tips, actionable suggestions, and step-by-step guidance tailored to your current task.

Accessible directly from the Report Designer window, this tool empowers users to work more independently and efficiently when formatting, grouping, or calculating fields in documents like Sales Invoices, Delivery Receipts, and more.

Scenario:

You are customizing a Sales Invoice layout in the QNE Report Designer. You want to:

• Adjust the spacing and margins
• Add signatories at the bottom of the document
• Add payment details (such as bank information or payment instructions)
• Create a calculated field (e.g., deducting withholding tax from the total amount)

Rather than manually searching documentation or asking support, you can now turn to the QNE Report Designer AI Assistant, which is readily available to assist during the design process.

Procedure:

To use the QNE Report Designer AI Assistant:

1. Open the Report Designer
   • Navigate to Reporting > Reports Designer.
     
     
   • Start customizing a report, such as a Sales Invoice.
     
     
2. Locate the AI Assistant Panel
   • On the right-hand side of the designer window, click the AI icon and you’ll see the AI Report Designer Assistant panel with a welcome message.
     
     
3. Interact with the AI Assistant
   You can type natural-language questions such as:
   • “How do I adjust margins or spacing?”
   • “How can I add signatories at the bottom?”
   • “How do I display payment details like bank account info?”
   • “How do I create a calculated field using a formula?”
     
     
4. Follow the Instructions Provided
   • The Assistant will respond with clear, step-by-step written guidance based on your query.
     
     
5. Apply Changes and Save Your Work
   • As you follow the Assistant’s instructions and make changes to the report layout, you’ll see the updates reflected in real time. Once you're satisfied with the modifications, be sure to save the report to avoid losing your work. (Can use Ctrl+S)
     

Application:

Example: Adding Payment Details. Your invoice should show where customers can send payments—bank account name, number, and instructions.

• Ask: “How do I show bank details or payment instructions?”
• The Assistant suggests adding a static text block or a formula-driven field in the report footer, containing relevant bank information pulled from system variables or custom fields.