Dashboarding & Reporting
Dashboards and SQL Report Generators as core insight capabilities.
Overview
Dashboards and SQL Report Generators are essential components of the platform, providing real-time insights while feeding structured data into the AI Agent for intelligent routing. The goal is twofold: 1. Enable users to explore insights interactively, leveraging ML techniques where applicable. 2. Provide the AI Agent with structured, query-ready data to enhance context-aware responses. The reporting framework ensures that users can access self-service dashboards while allowing the AI Agent to intelligently route users to relevant insights.
Key Goals:
Develop a scalable dashboarding framework that can be easily extended.
Automate SQL report generation, ensuring consistency across insights.
Enable the AI Agent to leverage dashboards & reports for intelligent insights.
Support multi-tenant dashboards, ensuring role-based access control.
Complexity: High
Components
Interactive Dashboards
Provides real-time visualizations of structured data, enabling users to explore insights dynamically.
SOARL Summary
Users needed flexible dashboards to drill into key insights without manually running SQL queries.
The platform needed multi-tenant support, ensuring each user sees only their relevant data.
Predefined dashboards** can quickly become rigid and inflexible.
Needed a way to balance configurability with ease of use.
Developed a metadata-driven dashboarding system.
Enabled custom widget configurations, ensuring dynamic visualizations.
Integrated role-based access, ensuring data isolation per tenant.
Fully interactive dashboards** that allow users to customize insights on demand.
AI Agent can intelligently route users to relevant dashboards based on queries.
Self-service analytics require structured metadata—hardcoded dashboards are **not scalable.
AI-driven insights are more effective when backed by structured dashboard components**.
Situation:
Obstacle:
Action:
Result:
Learning:
SQL Report Generator
Automates the generation of SQL-based reports, ensuring consistent insights across users.
SOARL Summary
Users needed customized reports without writing SQL manually.
AI Agent needed structured SQL query generation for seamless reporting.
Hand-coded reports** quickly become unmanageable.
Needed to balance flexibility vs. complexity.
Built a SQL report generation engine, allowing users to define query parameters dynamically.
Integrated reports with AI Agent routing, ensuring users are directed to relevant prebuilt insights.
Faster, more efficient reporting** with minimal manual effort.
AI Agent can generate SQL-based reports dynamically.
SQL generation must be structured but flexible—prebuilt reports save time, but users still need **customization.
AI-driven insights require structured SQL foundations** for accurate, query-driven responses.
Situation:
Obstacle:
Action:
Result:
Learning:
Key Learnings
- A metadata-driven dashboard framework is critical for scalability—hardcoded visualizations become unmanageable. - Automated SQL report generation ensures consistency while enabling customization. - AI-driven insights require structured dashboards and reports—without them, responses are **less context-aware.
Demos
Final Thoughts
Dashboards and reports aren’t just about visualizing data—they form the foundation for intelligent, AI-driven insights. The combination of metadata-driven dashboards, automated SQL reports, and AI-assisted routing ensures that users always get the most relevant insights. 🚀