AI Suggested Filters & Observations on Reports

The Refine row

After any report loads, a Refine row marked with a sparkle icon may appear. It can show two to four tappable filter chips — for example, "Just Daniel Mir," "Compare to previous," or "Same period last year" — and short italic observation notes, such as "Sara Aziz rebooks noticeably more than the rest of the team."

What you'll learn

What the Refine row's filter chips do when you tap one
Why chip wording is never the AI's own invented text
How observation notes are checked before they can appear on screen
What you'll see while suggestions are loading, and if none appear

A loaded report with the Refine row visible below the KPI tiles, showing three suggested filter chips and one italic observation note.

Filter chips: AI picks which, never how to phrase it

Tapping a chip re-runs the real report with that filter applied — it's a genuine, functioning filter, not a suggestion you have to set up manually.

Chip labels are never AI's own wording The AI's role is limited to choosing which filter to suggest. The label and reasoning shown on a chip are rebuilt server-side from real, validated data — the AI never writes or phrases the chip text itself.

Load a report

Open any report as usual.

Check the Refine row

If suggestions are available, chips appear below the report, marked with a sparkle icon.

Tap a chip

The report re-runs with that filter applied, just as if you'd set the filter yourself.

Observation notes: scrubbed before display

Observation notes are short, italic sentences that call out a pattern in the report — they're informational, not clickable. Because this text is closer to free-form AI writing than the chips are, it goes through an extra safety check.

A hallucinated figure can't reach the screen Before an observation note is shown, it's scrubbed and rejected if it contains anything that looks like a number, percentage, or currency symbol. This means an AI-invented figure is structurally prevented from appearing in an observation, not just discouraged by instruction.

Loading and when nothing appears

While suggestions are being generated, the Refine row shows a "Looking for suggestions..." shimmer. This never blocks or delays the report itself — the report displays fully before, during, and after the Refine row resolves.

If suggestions load successfully, you'll see chips, an observation note, or both.
If the AI call fails, isn't configured, or has nothing useful to suggest, the Refine row simply doesn't appear — the report is unaffected either way.

The Report Library

An overview of ClinyPal's reports, including the KPI tiles the Refine row appears below.