A question in plain English, and the report it builds.
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Most reports start with a long list of filters. With the Assistant, you just describe the report you want, in plain English, and CMS builds it for you. Under Reports, open Transactions, and click Assistant. You can tap one of these ideas to get started, type your own question, or click the microphone and just say it. Not sure what to ask? The arrows next to the ideas show you a fresh set, whenever you like. Let's find our biggest supporters: total giving by family this year, largest first, only families who gave a thousand dollars or more in total. Then click Send. In a few seconds, the Assistant answers with exactly what it understood. It spells out which dates count as this year, that giving means payments, not bills, and that the thousand dollars is each family's total, not one single gift. If something is unclear, it asks you first, with buttons to choose from. Here, it's all clear, so click Run it. The report builder opens, already filled in, and showing the results: every family who gave a thousand dollars or more this year, from the largest total down, with how many gifts they made. Right from the preview, PDF List makes a printable PDF, and Export downloads the rows as a CSV file you can open in Excel. Up top, the Summary spells out the report in plain words. The same summary prints at the top of the PDF, so anyone who reads it knows exactly what's included. Nothing is hidden. Switch to Parameters, and you'll see the regular report options, set for you: the date range, the amount, and totals by family. You can change any of them by hand. Or keep the conversation going. Open the Assistant, and ask for a change, like: break the totals into columns by quarter. It updates the report, and tells you what changed. Click Run it again, then open Preview. Now each family's giving is split into the quarters of the year. The Assistant even gave the report a name. Click Save, and it's in your reports list, ready to run again any time, export as a CSV file, or turn into a PDF. Assistant questions are paid from your prepaid CMS Cloud balance, shown at the bottom of the Assistant, unless you've connected your own AI account in Settings. The Assistant turns a plain-English question into a real report in seconds. Refine it by chatting or by hand, then save it to run again whenever you need it.