In-report AI Assistant

Create a Blank Report

1. On the Xiao Q Report home page, click Create blank report.

   

   Alternatively, you can click New and select Create blank report, as shown in the following figure.

   

2. The Xiao Q Report edit page appears.

   

Open the AI Assistant

Open the AI assistant in the report editor by using any of the following methods:

• Method 1: On the Xiao Q Report edit page, click More and select AI assistant.

  

• Method 2: Press Command+/ (macOS) or Ctrl+/ (Windows) to open the AI assistant.

• Method 3: Type / to open the menu and select AI assistant.

  

• Method 4: Hover over a blank area, click the plus sign (+) to open the menu, and select AI assistant.

  

• In the AI assistant dialog box, enter text to generate report content.

  You can configure the following settings based on your business needs:

  

  Parameter	Description
  Upload reference materials	Upload charts from a dashboard or local files.
  Select large model	You can choose built-in large models or custom large models for analysis.

• You can also select one of the features at the bottom to start AI Creation, generate an analysis outline, perform an Intelligent Data Query, conduct an insight analysis, or use Text-to-Chart.

  

AI Creation

AI Creation is an open-ended conversational space with no specific assistant role. Enter your questions, requirements, or ideas directly, and the AI model generates a response based on its understanding — ideal for brainstorming and finding inspiration.

Generate an Analysis Outline

Generate an analysis outline tailored to your business needs:

1. Open the AI Assistant.

2. In the AI assistant, select analysis outline.

   

3. In the analysis outline dialog box, enter the topic and requirements for your report.

   You can configure the following settings based on your business needs:

   

   Parameter	Description
   Prompt	Click the icon to open the prompt template, select a template, and modify it as needed.
   Upload reference materials	Upload charts from a dashboard or local files.
   Select large model	You can select a system built-in large model or a custom large model for analysis.

   In this example, we enter custom content and upload a relevant local file as a reference.

   

4. Click Send. The system returns an analysis outline.

   

   Below the generated analysis outline, you can like or dislike, regenerate, discard, or apply the result.

   Actions	Description
   Like or dislike	Like or dislike the analysis outline to provide feedback on the result.
   Regenerate	The system regenerates the analysis outline based on the content in the dialog box.
   Discard	Discards the generated analysis outline and returns to the previous step.
   Apply	Applies the analysis outline to the Xiao Q Report.

5. If the generated analysis outline meets your expectations, click Apply to add it to the Xiao Q Report.

   

   In the Referenced Resources list on the right side of the report editor, you can see the local resource you just uploaded. You can preview or delete the resource. For more information, see Manage Xiao Q Reports.

   

   After you close the Referenced Resources list, you can hover over the collapsed outline on the right or click the icon in the lower-right corner to display the Outline.

   

   To pin the outline to the page, click the icon to Pin outline.

   

6. If you need to revise the analysis outline, you can edit the document directly.

Intelligent Data Query

After generating the analysis outline, populate it with data by querying a dataset or data file through Intelligent Data Query:

1. In the Xiao Q Report editor, click Intelligent Data Query.

   

   Alternatively, you can first open the AI assistant and then select Intelligent Data Query.

   

2. In the Intelligent Data Query dialog box, select the data you want to query. You can query a dataset or a data file.

   Type	Description
   Dataset	The Dataset tab displays the datasets for which the related query configuration is complete and for which you have query permissions. You can perform the following operations: Preview: Hover over a dataset and click Preview to view its content in a pane on the right. After confirming the data content, you can click Ask Question in the upper-right corner of the pane to query the current dataset. Ask Question: Hover over a dataset and click Ask Question to query the current dataset. View all available data: If there are more than five queryable datasets and they are not all displayed, click View all available data. A pane appears on the right, showing all queryable datasets and data files.
   Data file	The Data File tab displays data files that have been uploaded by the current account through any Intelligent Data Query entry point in Quick BI. You can perform the following operations: Preview: Hover over a data file and click Preview to view its content in a pane on the right. After confirming the data content, you can click Ask Question in the upper-right corner of the pane to query the current data file. Ask Question: Hover over a data file and click Ask Question to query the current data file. View all available data: If there are more than five queryable data files and they are not all displayed, click View all available data. A pane appears on the right, showing all queryable data files and datasets. Upload File: If the data file you want to query is not in the list, you can upload it to Intelligent Data Query in one of the following two ways: In the current Intelligent Data Query dialog box, click Upload File in the upper-right corner. In the File Upload dialog box, upload the relevant file. For more information, see Upload a data file. In the Data File dialog box, click Upload File in the upper-right corner to open the File Upload dialog box. For more information, see Upload a data file. Note The following limits apply to uploaded data files: Only CSV and XLSX files are supported. Currently, only the first sheet is parsed. The system treats the first row as the header and all subsequent rows as data. The size of a single uploaded file cannot exceed 10 MB. Uploaded query files are associated with your account and can be shared across reports. For example, a file uploaded in Report A can be directly used in the query interface of Report B without needing to be re-uploaded. Configure: After uploading a file, if you want to adjust its configuration, such as the file name or field types, hover over the data file, click the icon in the upper-right corner of its card, and select Configure. In the Data File Configuration dialog box, you can perform operations such as modifying the display name (①), previewing data content (②), switching field types (③), modifying field names (④), and viewing field details (⑤). Delete: When you no longer need a data file, hover over it, click the icon in the upper-right corner of its card, and select Delete. In the confirmation dialog box, click OK to delete the data file.

   After you select the dataset or data file in the Intelligent Data Query dialog box, you can query the resource. In this example, we query the Automobile Fault and Repair Records dataset.

3. In the Intelligent Data Query dialog box, enter your question.

   

   You can also click the icon to open the Quick Query dialog box, where you can select a query method that fits your needs to quickly start a query. You can also select a reasoning and interpretation method.

   Type	Description
   Recommended	When you query a dataset, the Recommended tab in Quick Query automatically suggests high-frequency or valuable questions based on the selected dataset and common analysis scenarios. This allows report creators to ask questions quickly without having to formulate them first. If the current recommended questions do not meet your needs, click the icon to get a new set of recommendations.
   Q-Insight	When you query a dataset, you can use the Q-Insight tab in Quick Query to perform multi-dimensional, multi-step root cause analysis on metric changes in the selected dataset. The system generates a Q-Insight component to help you quickly identify the key drivers of business fluctuations. Click a question template under Q-Insight to quickly insert the Q-Insight component settings into the input box. You then need to configure the Comparison Period and Comparison Metric. You can also click the icon next to the question template to open the Attribution Report Settings dialog box, where you can enter the Q-Insight component settings in a form. Note Q-Insight is a value-added module that requires a separate purchase. For information about the prerequisite configurations for using Q-Insight, see Metric Insight and Metric Insight. For information about the configuration settings and usage of Q-Insight, see Metric Insight.
   Recent Questions	The Recent Questions tab in Quick Query displays the historical questions that your account has asked based on the selected data resource. You can click a historical question to ask it again.

4. After entering the question, click the icon in the lower-right corner of the dialog box or press Enter to send it. The analysis result is then displayed.

   

   If you are not satisfied with the generated chart, you can switch to another chart type.

   

   Below the generated Intelligent Data Query result, you can like or dislike, regenerate, discard, or apply the result.

5. If the generated result meets your expectations, click Apply to add the Intelligent Data Query result to the Xiao Q Report.

   

6. After a chart generated by Intelligent Data Query is applied to the report, you can perform the following operations on it.

   No.	Actions	Description
   ①	Show title	Turn on to display the chart title in the upper-left corner. Turn off to hide the title.
   ②	Rename	Double-click the title to rename it, or click the Rename button.
   ③	View in full screen	View the chart in full screen mode. Click Exit full screen in the upper-right corner to exit.
   ④	View data	View the specific data for the current chart. You can view formatted data and raw data. Click Copy data at the bottom of the pane to copy all data from the table to the clipboard. Note This feature is available for all chart types except tables. The View data feature cannot be used for crosstabs, detail tables, trend analysis tables, multi-dimensional analysis tables, or heatmaps.
   ⑤	View SQL	View the chart's underlying SQL query to verify its data logic.
   ⑥	AI assistant	Open the AI assistant to perform operations such as an intelligent data query and insight analysis. For more information, see In-report AI Assistant.
   ⑦	insight analysis	Interpret the data of the chart component and generate an insight analysis report. For more information, see insight analysis.
   ⑧	Indent	You can increase or decrease the indentation, as shown below:
   ⑨	Copy	Copies the current chart. The system copies all the chart's information. You can then paste it to quickly create an identical copy of the chart elsewhere in the report.
   ⑩	Cut	You can cut a chart from its current position and temporarily store it on the clipboard. You can then paste it to move the chart to a new location.
   ⑪	Delete	Deletes the current chart.
   ⑫	Insert below	Inserts other content below the current paragraph of the chart.

7. In the report, you can perform the following management operations on the Intelligent Data Query area.

   Actions	Description
   Drag	Click the icon and drag to move the current query result area within the report.
   AI assistant	Open the in-report AI assistant.
   Unbind dynamic reference	By default, Intelligent Data Query results are added to the report as dynamic references. This means that when the queried data changes, you can use the update data function to have the AI model regenerate the latest query result. If you need to make the query result static, you can click this option to unbind the result from its data source. After unbinding, this area will no longer be updated when the data is updated. When you need to fix the query results, you can click this option to remove the dynamic binding between the query results and the query object. After the binding is removed, the content in this area will no longer reflect updates to the query object.
   Update data	Click this option to update the current query result. The system will then use the latest data and the configured prompt to regenerate the query result with the AI model. Unlike the global Update data button at the top of the page, this option updates a single query result. It is useful when a report contains multiple query results, but only some need to be regenerated because their source data has changed. Click Update data to start regenerating the current area. You can then: Click Expand update process to view the execution progress and reasoning process in a pane on the right. After the update is complete, the corresponding result area on the left is refreshed with the newly generated content. Click Stop and confirm in the dialog box to terminate the data update. The original analysis content in the current area will not be changed. If you encounter an error during the query result generation, you can copy the trace_id and contact support personnel to help you troubleshoot the issue.
   Indent	Adjusts the indentation level of the result area for structured layout.
   Copy	Copies the content of the current result area for quick pasting into other documents or reports.
   Cut	Cuts the content of the current result area to the clipboard. This can be used to move the result area or replace content.
   Delete	When the current analysis result is no longer needed in the report, click Delete to remove it.
   Insert below	Inserts a new blank line after the paragraph of the current result area.

Insight Analysis

After generating an Intelligent Data Query result, perform an insight analysis on the result or other content:

1. Hover over a chart generated by Intelligent Data Query, click the icon, and select insight analysis.

   Alternatively, you can first open the AI assistant and then select insight analysis, or click insight analysis in the upper-left corner of the editor.After inserting a chart, if you need to summarize an entire chapter, use the insight analysis capability by selecting This Chapter as the analysis object.

   In this example, we perform an insight analysis on the following chapter.

   In the insight analysis dialog box, you can perform the following operations.

   Actions	Description
   ① Enter summary approach	Enter your summary requirements based on your analysis needs.
   ② Start a quick query	Click the icon to open the Quick Query dialog box (⑦), which displays the last five questions asked. You can select a question here to quickly start a new query.
   ③ Select large model	You can select a built-in large model or a custom large model for analysis.
   ④ Enable enterprise knowledge base search	Click the icon to enable enterprise knowledge base search and then specify the knowledge base to be associated. When enterprise knowledge base search is enabled, the large model can use the relevant business information from the associated knowledge base to produce analysis results that are more aligned with the company's business context and management logic. Note A knowledge base can be selected here only if an organization administrator has configured and enabled it in Organization Management. For information on how to configure a knowledge base, see Knowledge Base Management.
   ⑤ Specify analysis approach	Choose whether to enable specifying an analysis approach. After enabling it, you can select the knowledge content to apply from the dropdown list. For more information, see Analysis approach.
   ⑥ View generation history	If you have a generated result and want to compare it with previous versions to select the best one, or if you want to optimize the prompt based on a previous result to get a better outcome, click the icon. The Generation History pane on the right shows the last five insight analysis generation records for the current report. You can hover over a generation record and perform the following operations: Click View Record to see the details of that record in the right pane. You can then compare the current generated result on the left with the historical result. You can also click the icon to expand and view the detailed execution process of the historical result. If you need to apply the historical result in your report, click Apply this result to add it to the report. Note If the content in the generation history is a dynamic result (meaning the analysis object was a chapter or chart), you must confirm in the prompt dialog whether to use a static application or dynamic application. Static application: The generated result is saved as fixed text. Subsequent data updates in the report will not affect the applied result. Dynamic application: The generated result updates dynamically with the analysis object. When you update the data in the report, the analysis result can be regenerated based on the latest content. If the content in the generation history is a static result (meaning the analysis object was highlighted text), it will be applied as a static application by default, with no confirmation needed. If the analysis object in the generation history is different from the currently selected one, you must confirm in a dialog box whether to apply it. Click Copy prompt to quickly copy the summary prompt associated with the current generation record. Click Delete to remove the current generation record.

2. Click the icon in the lower-right corner or press Enter to send the command and start the data interpretation. During this process, you can click Expand update process and view the large model's data analysis steps in a pane on the right to verify the credibility of the generated result.

3. After obtaining the insight result, you can like, dislike, regenerate, discard, or apply the result below the generated insight analysis.

   Actions	Description
   Like or Dislike	Use Like or Dislike to express your satisfaction with the current result and help improve the model's output quality.
   Regenerate	The system immediately regenerates an analysis result based on the same analysis object and prompt.
   Discard	If you no longer need the current analysis result or if it does not meet your expectations, click Discard to remove it from the report.
   Apply	Click Apply to add the current generated result to the report. The type of result and the available application methods depend on the analysis object: When the analysis object is a chart component in a dashboard, the result is dynamic content and is applied as a dynamic application by default. When the analysis object is highlighted text, the result is static content and is applied as a static application by default. When the analysis object is a chapter in the current article, the result is dynamic content, and you can choose between a dynamic or static application. In the example of the failure report, the analysis object for the insight analysis is a chapter. Therefore, the generated result is dynamic content, and you must choose an application method in the prompt dialog box. When you select static application, the generated result is saved as fixed text. Subsequent data updates in the report will not affect the applied result. When you select dynamic application, the generated result updates dynamically with the analysis object. When you update data in the report, the analysis result can be regenerated based on the latest content. Important Dynamic application is not supported in the following cases: When there is a dynamic dependency in the report, meaning a subsequent insight analysis is based on a previous dynamic result. For example, generating Chapter A based on chart insights, then generating dynamic result Chapter B based on Chapter A, and then asking further questions on Chapter B to generate Chapter C. If the dynamic dependency chain exceeds three levels, subsequent data updates may be slow or produce inaccurate content. Therefore, dynamic application is not supported. When multiple chapters in the report form a circular dependency. For example, Chapter B's generation depends on Chapter A, Chapter C's generation depends on Chapter B, and Chapter C, in turn, affects the analysis result of Chapter A. This circular dependency structure prevents the system from determining a clear execution order for data updates, making dynamic updates impossible. Therefore, dynamic application is not supported.

4. If the generated insight analysis result meets your expectations, click Apply to add it to the Xiao Q Report. When using a dynamic application, you can hover over the insight analysis result area and use the menu on the right to perform the following management operations.

   Actions	Description
   Drag	Click the icon and drag to move the current insight analysis result area within the report.
   AI assistant	Open the in-report AI assistant.
   View prompt	Click View prompt to see the complete prompt used to generate the current insight analysis result in a pane on the right. This helps you understand the questions and requirements behind the result, making it easier to reference, reuse quality instructions, or optimize the analysis task. You can: Click the icon to copy the prompt for direct use or modification in other analysis scenarios. Click the icon to directly modify the prompt content and regenerate a result that better fits your needs. After generation, click Apply to overwrite the original analysis content.
   Unbind dynamic reference	For dynamically applied insight analysis content, when the analysis object's data changes, you can use the update data feature to have the AI model regenerate the latest insight result. If you need to make the insight result static, you can click this option to unbind the dynamic link between the insight result and the analysis object. After unbinding, the insight result will no longer be updated when the analysis object is updated.
   Update data	Click this option to update the current insight analysis result. The system will then use the latest data and the configured prompt to regenerate the insight result with the AI model. Unlike the global Update data button at the top of the page, this option updates a single insight result. It is useful when a report contains multiple insight analyses, but only some need to be regenerated because their source data has changed. Click Update data to start regenerating the current area. You can then: Click Expand update process to view the execution progress and reasoning process in a pane on the right. After the update is complete, the corresponding insight result on the left is refreshed with the newly generated content. Click Stop and confirm in the dialog box to terminate the data update. The original analysis content in the current area will not be changed. If you encounter an error during the insight analysis generation, you can copy the trace_id and contact support personnel to help you troubleshoot the issue.
   Indent	Adjusts the indentation level of the insight analysis result area for structured layout.
   Copy	Copies the content of the current insight analysis result area for quick pasting into other documents or reports.
   Cut	Cuts the content of the current insight analysis result area to the clipboard. This can be used to move the result area or replace content.
   Delete	When the current analysis result is no longer needed in the report, click Delete to remove it.
   Insert below	Inserts a new blank line after the paragraph of the current result area.

Text-to-Chart

Generate charts directly from text to visualize your analysis:

1. Select the text you want to visualize and click Text-to-Chart in the toolbar.

   

   Alternatively, you can first open the AI assistant, select Text-to-Chart, and enter the content you want to generate.

   

2. The system generates a chart based on the selected text.

   

   Below the generated chart, you can like or dislike, regenerate, discard, or apply the result.

3. If the generated result meets your expectations, click Apply to add the Text-to-Chart result to the Xiao Q Report.

Demonstration

You have now created a basic Xiao Q Report. The result is shown below:

Next Steps

• To add a dashboard chart to a Xiao Q Report, see Add a dashboard chart.

• To configure the style of a Xiao Q Report, see style configuration.