AI Reports

Attention: The AI Reports feature is currently in Tech Preview and supports only certificate management reporting at this stage.

AppViewX has introduced AI Reports, offering a natural language processing (NLP) interface for generating certificate management reports. This feature enables users to query certificate data using natural language, making complex reporting accessible to non-technical users while maintaining the power and flexibility of advanced certificate analytics. It provides an intuitive interface where users can:

  • Enter natural language queries about their certificate infrastructure
  • Access pre-defined sample queries for common use cases
  • Generate instant reports based on their queries
The key features are:
  • Natural Language Input: Users can type questions in plain English
  • Sample Query Templates: Pre-defined queries for common scenarios
  • Instant Report Generation: Real-time report creation based on queries
  • Responsive Design: Adapts to different screen sizes
  • Error Handling: Graceful handling of invalid inputs and system errors

Prerequisites

To configure the role based access control for enabling the AI Reports feature.
  1. Go to ( Menu) > Platform > Identity > Role.
    The Role page is displayed. The predefined roles are listed here.
  2. Click Add.
    The Role > Add page is displayed with the Information tab enabled.
  3. From the Information tab, Enter the Name (mandatory) and Description and click Save.
    The Role name is created successfully and the Authorized functions tab is enabled.
  4. Click the Authorized functions tab.
  5. Expand AVXPERT > Reports and select the following options:
    • View - Access to query any data source using natural language and generate AI-based reports
    • Export - Access to export AI-generated reports.

Accessing and Generating AI Reports

Accessing AI Reports

To access the AI Reports,
  1. Go to ( Menu) > Platform > DATA STUDIO > Reports.
    The Reports page is displayed.
  2. Click (AI Reports).
    The AI Reports page is displayed with a list of previously saved reports and the Generate AI Report button.

Generating Pre-Defined AI Reports

To generate pre-configured AI Reports,
  1. Click Generate AI Report.
    The AI Reports page is displayed with the following widgets:
    • Certificate Management
    • Security Analysis
    • Performance Insights
    Each widget has a list of pre-defined reports under it.
    Note: The report is intuitive to display the values either in a grid or a bar chart.
  2. Click any value within the widget.
    An example of a grid report is Certificate Management > List all certificates from DigiCert with their expiry date.
    An example of a bar graph is Performance Insights > Find all expired and revoked certificates and group by issuing certificate authority.
  3. Use the following options provided in the report output page:
    1. (Save Query) - To save a query
      1. Click Save Query to display the pop-up.
      2. Enter a name for the query.
      3. Click the Save Query button in the pop-up.
    2. (View Collection Reasoning) - When the button is clicked, the reason is displayed in a pop-up above the search bar.
    3. (Manage Grid Columns) - To add or delete column in the grid.
      Note: This button is only displayed for grid-based reports.
      1. Click the manage grid column button to display a pop-up with Available Columns and Selected Columns list.
      2. Click the arrow buttons to move the columns from the Available to Selected list and vice versa.
      3. Click the Save button in the pop-up.
    4. (Export) - Click the Export button to download the report in the CSV format.

Generating Real-Time AI Reports

To generate real-time AI Reports,
  1. Click Generate AI Report.
    The AI Reports page is displayed with widgets:
  2. Enter the query in the search bar as shown below and click Generate.
    Note: The report is intuitive to display the values either in a grid or a bar chart.
  3. Use the options: Save Query, View Collection Reasoning, Manage Grid Columns, and Export in the report output page as explained in the section above.