Operational Reporting Agent | Coupa AI
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Operational Reporting Agent

How it works

Aggregates and compiles complex data from multiple sources into unified operational reports, providing leadership with comprehensive, up-to-date analytics that fuel accurate spend and supplier decisions.

Navi enables users to instantly generate and refine custom data table views using natural language. By prompting Navi to navigate to a specific dataset or selecting a table directly, users can quickly access structured views across a wide range of commonly used areas, including contracts, sourcing, suppliers, and payments.

Depending on the request, Navi either takes users directly to the relevant table and generates a temporary AI-powered view, or surfaces matching records that can be expanded into a full table for deeper analysis.

Once in a table view, users can easily tailor the data to their needs. Navi supports conversational commands to sort, filter, and modify columns, allowing users to shape the view without manual configuration. Each interaction updates the table dynamically, making it easy to iterate and refine results in real time.

When the view meets their needs, users can save it for future access or continue editing. Saved views are stored as reusable data table views, while unsaved changes remain temporary and can be adjusted or reset with new prompts.

Navi provides clear visual confirmation when a view is saved and ensures users always have control over how their data is structured, explored, and reused.

Demo Video

Description

Learn how to create and save or edit table views with the Operational Reporting Agent.

AI Type

Agent

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