Infor GenAI-based report summaries

Use the predefined prompts to view the AI-generated summary of your reports. Prompts are predefined and you can reach them anytime.

The AI summary is available for these reports:

  • Aggregated Financial Statement
  • Comparative Financial Statement
  • Income Statement - Budget versus Actual
  • Summary Trial Balance
  • Cash Flow Statement
  1. Select the required report.
  2. On the report page expand the AI Summary list and select the required prompt.
  3. In the summary report dialog box click Export to PDF to export the summary report.
  4. Click Close.
    The summary reports are based on the Infor data, but AI-generated. Verify the information.

Activating GenAI Assistant

  1. In the EPM Administration, select Administration > Farm Administration > Tenant Overview
  2. On the Tenant Overview page, select the tenant.
  3. Click the Tenant Features tab.
  4. Enable the GenAI Assistant option.