Genius Reporting lets you interact with DriveCentric’s Standard and Advanced Reports in a whole new way. Instead of manually filtering and exporting, you can ask Genius questions in plain language and get answers as text, charts, or graphs.
How to use Genius Reporting
Access Genius Reporting
Navigate to any Standard/Advanced Reports Dashboard using the document icon on the top menu bar
Click on Genius Reporting at the top of the dashboard
Ask a question
Choose from one of the suggested prompts
Or type a natural-language question (e.g., “Show me appointment trends for last month”). Genius will respond in text, chart, or graph format depending on your request.
Interact with charts
Hover over a chart to highlight a specific data point.
Click on items in the legend to hide or show them.
Export charts as PNG, JPEG, PDF, or SVG.
Review past conversations
Click the menu icon next to the Genius icon to see your history. Selecting a past chat reloads the exact results (note: data will only refresh if you re-ask the question).
Chart types you can create
Genius can generate a wide range of visuals, including:
Bar and Stacked Bar
Pie, Donut, and Pie-inside-Donut
Line, Scatter, and Trend Lines
Funnel, Sankey, and Speedometer
Favorites
To favorite a chart, run a prompt that contains a chart, then click "Add favorite" button located above the right side of the chart. Your favorites will be available from the Favorites menu for easy reference.
Favorites Menu
Hover over a favorite chart and use the menu icon on the bottom right to rename, remove the favorite, or continue the chat
Click on the favorite to view the chart, re-run the chart, or continue the chat
Keep in mind: favorites only work with new prompts. If there is a chart from a past conversation you want to save, re-run the prompt and then mark it as a favorite.
Limitations to know
⚠️ Genius Reporting uses Standard and Advanced Reports, which update once per day. Today’s activity (appointments, calls, texts, or emails) will not appear until the next business day.
Genius cannot access User-level, Team-level, or Enterprise-wide data.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!