Generate AI-powered performance reports from any page context.
Welcome to the Intelogos Generate Insights feature! This guide will help you understand and effectively use the AI-powered insights generation to get detailed performance reports for your organization, teams, and individual users.
Generate Insights is available to:
Regular users do not have access and will not see the Generate Insights button.
Generate Insights is an AI-powered feature that analyzes performance data from the current page and produces a detailed written report. The report is streamed in real time and displayed in a full-screen dialog with formatted sections, metrics, recommendations, and risk assessments.
The feature works contextually — it uses the date range, filters, sorting, and grouping you have currently applied on the page to generate a report that is relevant to exactly what you are looking at. This means the same button on different pages produces different types of reports tailored to that page's data.
Location on page: The Generate Insights button appears in the global header bar at the top of the page, alongside the date range picker and filter controls.
Button appearance: A magic wand icon (sparkles wand). Hovering over it shows the tooltip "Generate insights."
The button is visible on the following pages:
| Page | URL | Button visible |
|---|---|---|
| Dashboard | /dashboard | Yes |
| Profile | /profile | Yes |
| Employee | /employee/* | Yes |
| Team | /team | Yes |
| Daily | /daily | Yes |
| Reports | /reports | Yes |
| Chronicle | /chronicle | Yes |
| User Management | /usermanagement | No |
| Background Agents | /backgroundagents | No |
| Settings | /settings | No |
Location on page: Opens as a near-fullscreen dialog overlay (95% of viewport width and height) in the center of the screen.
The dialog is organized into three areas:
The title changes dynamically based on which page you generated the report from:
| Source page | Dialog title |
|---|---|
| Dashboard | "Dashboard Performance Insights" |
| Profile / Employee | "Individual Performance Insights" |
| Team | "Team Performance Insights" |
| Daily | "Daily Performance Insights" |
| Reports | "Advanced Report Performance Insights" |
While the report is being generated, a loading spinner is displayed with the message "Generating insights report..." Once the first chunks of text arrive, the report appears with a smooth typing animation effect.
If the report fails to generate, a red error banner is displayed with the error message. Common causes include network issues or authentication expiration.
Generated from: Dashboard page (/dashboard)
What it analyzes: Organization-wide performance data for the selected date range.
Parameters used:
Best used when: You want a high-level overview of how your entire organization or a filtered subset is performing across all key metrics.
Generated from: Profile page (/profile) or Employee page (/employee/{userId})
What it analyzes: A single user's performance data for the selected date range.
Parameters used:
Best used when: You want a deep dive into one person's work patterns, productivity, engagement, and tool usage. Useful for 1-on-1 meetings, performance reviews, or self-assessment.
Generated from: Team page (/team)
What it analyzes: Team-level performance data with the current grouping and sorting applied.
Parameters used:
Best used when: You want to compare team or group performance, identify which departments or groups are excelling or struggling, and understand trends across your organization's structure.
Generated from: Daily page (/daily)
What it analyzes: Performance data for a single specific day.
Parameters used:
Best used when: You want to understand what happened on a particular day — who was active, how time was spent, and whether there were any anomalies.
Generated from: Reports page (/reports)
What it analyzes: Custom report data based on the advanced report configuration.
Parameters used:
Best used when: You have built a custom report in the Reports page and want an AI-written summary of what the data shows, including trends, outliers, and recommendations.
Generated reports are formatted as structured markdown documents with the following typical sections:
A high-level overview of the key findings. Provides a quick snapshot of the overall performance picture so you can understand the main takeaways without reading the full report.
Detailed analysis of core metrics, each with:
Common KPIs include:
Identifies the highest-performing users or groups based on overall ratings. Useful for recognizing strong contributors.
Breakdown of applications and websites used during the period, categorized as:
Each tool shows time spent, hours, and activity percentage.
How time was distributed across work categories (e.g., Development, Communication, Design, Research). Includes hours, percentage of total time, and activity levels per category.
Identifies unusual patterns such as:
Prioritized action items grouped by urgency:
Identifies potential risks with severity levels:
Each risk includes a severity level (LOW, MEDIUM, HIGH) and a description.
The AI generates different reports based on your current page context. Here is how each element affects the output:
| Context element | How it affects the report |
|---|---|
| Date range | Determines the period analyzed. Longer ranges show trends; shorter ranges show daily details. |
| Filters (department/project/manager) | Narrows the data to only the filtered subset. The report focuses only on matching users. |
| Page type | Determines the report structure: individual analysis for Profile/Employee, group analysis for Team/Dashboard, daily snapshot for Daily. |
| Team grouping | On the Team page, the AI organizes findings by your selected group (department, job title, etc.). |
| Team sorting | On the Team page, the AI prioritizes analysis based on your sort column and direction. |
| Daily date | On the Daily page, focuses the report on one specific day rather than a range. |
| Daily category | On the Daily page, if a category is selected, the report focuses on that work category. |
| Report items | On the Reports page, the selected report items determine which metrics the AI analyzes. |
Tip: To get the most relevant report, set up your filters, date range, and sorting before clicking Generate Insights. The AI will analyze exactly what you see on screen.
Location in dialog: The Copy button (clipboard icon) appears in the top-right corner of the Insights Dialog header, next to the Close (X) button. It only appears after the report has started generating.
The copied text is in markdown format, so it will render nicely in tools that support markdown (Slack, Notion, Confluence, etc.) or can be pasted as plain text.
While there is no built-in share button, you can:
Set the right date range first. A 1-week range gives tactical insights; a 1-month range reveals trends; a single day gives a snapshot. Choose based on your goal.
Apply filters before generating. If you only care about the Engineering department, filter to that department first. The report will be more focused and relevant.
Use Team page insights for group comparisons. Set your preferred grouping (by department, manager, etc.) and sorting before generating to get a well-structured comparative analysis.
Use Profile/Employee insights for 1-on-1s. Generate an individual report before a performance review or check-in to have data-backed talking points ready.
Use Daily insights to investigate specific days. If something unusual happened on a particular day, generate a Daily report for that date to understand what occurred.
Read the Recommendations section carefully. The AI prioritizes actions by urgency — focus on Immediate Actions first.
Pay attention to Risk Assessments. HIGH-level risks should be addressed promptly. Even MEDIUM risks are worth monitoring.
Copy reports for your records. Use the Copy button to save important reports for future reference or to share with stakeholders.
Generate reports regularly. Weekly or bi-weekly reports help you track trends over time and catch issues early.
Compare reports across periods. Generate reports for different date ranges and compare them to understand how performance is changing.
| Issue | Solution |
|---|---|
| Generate Insights button not visible | The button is only available to Owners, Admins, and Managers. Regular users cannot see it. Also check that you are on a supported page (not Chronicle, User Management, Background Agents, or Settings). |
| "Authentication required" error | Your session has expired. Refresh the page and log in again, then retry. |
| Report fails to generate | Check your internet connection. The feature requires a network connection to the Insights API. If the issue persists, try again after a few minutes. |
| Report seems incomplete | The report streams in chunks. Wait for the loading indicator to disappear before assuming the report is complete. |
| Report doesn't reflect my filters | Make sure you applied your filters before clicking Generate Insights. The AI uses the filters that were active at the moment you clicked the button. |
| Report shows "No report data available" | There may not be enough data for the selected date range or filters. Try expanding the date range or removing some filters. |
| Copy button not appearing | The Copy button only appears after the report has started generating. Wait for the first text to appear. |
| Report content looks different from what I expected | The AI generates reports based on actual data. If the content doesn't match your expectations, verify your date range and filters are correct. Different pages generate different report types. |
| Dialog won't close | Click the X button in the top-right corner, the "Close" button in the footer, or click outside the dialog. |
If you encounter issues not covered in this guide:
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