InterAction+ AI offers robust capabilities for creating and publishing reports, allowing users to leverage data insights directly within the InterAction+ AI UI. By leveraging the InterAction+ AI Reporting API, customers are empowered to access key insights about their data, enhancing their ability to make informed decisions and optimize their relationship management strategies. The ability to create and publish reports directly within InterAction+ ensures that users have easy access to critical information, fostering a data-driven approach to business operations.
The InterAction+ AI Reporting API is designed to enable customers to consume reporting data views for use in various reporting platforms that support OData standards. This API facilitates seamless integration between InterAction+ AI and external reporting tools, empowering users to create custom reports tailored to their specific needs.
Key Management for Secure Access
To ensure secure access to reporting data, customers can utilize Key Management capabilities within Firm Settings. By generating reporting keys, customers establish a secure connection between InterAction+ AI and their chosen reporting platform. These keys are essential for downloading reporting data and maintaining data integrity.
Publishing Custom Reports
Once customers have created custom reports using their preferred reporting platform, they can publish these reports for users to access directly within InterAction+ AI. The Reports section in the InterAction+ AI side navigation provides a convenient location for users to view and interact with published reports, enhancing accessibility and collaboration.
Standard Reports and Templates
Customers can download templates for Standard Reports, specifically designed for use with Power BI. They can utilize these templates in conjunction with InterAction+ AI Reporting API access to create and publish reports for access via CIM. This feature streamlines the reporting process, offering a straightforward solution for generating standard reports.
Standard Report Templates for InterAction+ AI:
- Historical Activity Summary
- Activity Detail
- Activity Growth
- Known by Activities
- Employee Relationship
- Contact Relationships
- Relationship Overview
- Data Change Management
- InterAction Usage
- Data Quality Overview
- List Comparison
- Detailed List Information
For further assistance or inquiries regarding the InterAction+ AI Reporting API, please refer to the API documentation in the InterAction+ AI Support site or contact Support for personalized guidance.