Every KPI tile on every report has a small ? button, labeled with the tooltip "Explain this number." Clicking it opens a popover with a one-sentence, plain-language explanation of that number — for example, "Down mainly because one practitioner had noticeably fewer appointments this period."
What you'll learn
How to open an explanation for any KPI tile
Why the explanation is generated from a fresh server-side check, not the number on your screen
What "cached per button" means for repeated clicks
What you'll see while it loads, and if it fails
A report KPI tile with the "?" button clicked, showing the open popover with a one-sentence explanation and the sparkle icon marking it as AI-generated.
Using it
1
Open a report
Go to any report that shows KPI tiles.
2
Find the "?" button
It sits on the KPI tile you want explained; hover to see the "Explain this number" tooltip.
3
Click it
A popover opens showing "Explaining..." while the explanation is generated.
4
Read the explanation
A one-sentence, plain-language explanation appears in the popover.
Why it re-runs the report instead of trusting your screen
Clicking the "?" button doesn't just describe the number already displayed on your screen. It re-runs the report server-side, under your own access scope, and generates the explanation from that fresh result.
Never trusts a number from your screen The explanation is built from a server-side re-run of the report, scoped to your own access permissions — not from whatever value happens to be rendered in your browser at the time you click.
Once an explanation loads for a given tile, it's cached per button — clicking the same "?" again during that session shows the cached explanation rather than re-running the report every time.
AI-generated, fails silently The explanation text is written by AI, marked with a sparkle icon. If it can't be generated, the popover shows "Couldn't load an explanation" — the KPI tile and the rest of the report are unaffected.
Because it re-runs the report server-side before generating the explanation, rather than reusing what's already on your screen. You'll see "Explaining..." in the popover while this happens.
The explanation is generated from a fresh, permission-scoped re-run of the report, so it should reflect the same underlying data. If you suspect a mismatch, refresh the report.
You'll see the cached explanation for that button instantly, rather than triggering a new server-side re-run.
There's currently no customer-facing toggle for this — it's controlled by ClinyPal's backend configuration. If it isn't appearing on your reports, contact support.
