The suggestions above a report are filters worth trying and observations about the table, nothing more. Apply one and the report re-runs the normal way.

What you see

After a report runs, a row of suggestions may appear above the results: filters such as Compare to previous, Same period last year, Adjust date range, a single practitioner or location, or a short observation about what stands out in the table. Select a filter to apply it; the report re-runs with that filter in the usual way, and you can clear it like any other. See Reading a report.

The Practice revenue report with a Refine row of suggestion chips reading Compare to previous and Riverside Physiotherapy – Main St only, an observation line, and the revenue figures below.
A revenue report with suggested chips to compare with the previous period and to show one location only.

How it works

  • The AI is given the report you already ran: its name, the summary figures and the table. It returns suggestions only; it never touches the database and never emits a figure.
  • Every suggested filter is checked by ClinyPal against the report's real filters before it's offered, so a suggestion can't point at a practitioner or location you can't see.
  • If the AI can't answer, the row is absent. The report is complete without it.
  • Observations describe the table in words, such as which practitioner's share grew; they don't know anything the table doesn't show, so treat them as a reading aid, not a finding.