--- title: "About Rainmaker Insights (RI)" slug: "about-rainmaker-insights-ri" updated: 2026-10-27T19:40:18Z published: 2026-10-27T19:40:18Z canonical: "docs.interprose.com/about-rainmaker-insights-ri" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.interprose.com/llms.txt > Use this file to discover all available pages before exploring further. # About Rainmaker Insights (RI) ## What is Rainmaker Insights (RI)? Rainmaker Insights (RI) is ACE's reporting platform for creating, viewing, and managing reports and dashboards. Users can create custom RI Visuals using AI-assisted natural language prompts or direct SQL, organize Visuals into RI Boards, and run prebuilt RI Core Visuals included with ACE. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 143443.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays Rainmaker Insights page ## How Rainmaker Insights Works Rainmaker Insights organizes reporting into three primary components: | Component | Purpose | | --- | --- | | **RI Core Visuals** | Prebuilt reports included with ACE for standardized reporting. | | **RI Visuals** | Custom reports created using RI Chat, direct SQL, or both. | | **RI Boards** | Dashboards that organize one or more RI Core Visuals or RI Visuals into a single view. | Together, these components support a complete reporting workflow—from running standardized reports, to creating custom reports, to organizing multiple Visuals into interactive dashboards. #### RI Core Visuals RI Core Visuals are prebuilt reports available from the Reports menu. Depending on the report, users can: - Apply report parameters. - View interactive results. - Drill into supporting data. - Export reports in multiple formats. Core Reports use the same Rainmaker Insights reporting engine as custom Visuals. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 144430.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays the properties of a Core Report. Core Reports can be identified by the selected Core Visual option. #### RI Visuals An RI Visual is a custom report that displays data in a specific format, such as a table, chart, pivot table, or KPI card. Visuals can be created using RI Chat or direct SQL, then saved, edited, and reused in one or more RI Boards. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 145927.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays an RI Visual being created using RI Chat, with the generated report displayed in the Draft Preview and the Refine section available for additional customization. #### RI Boards An RI Board is an interactive dashboard that combines one or more RI Visuals into a single workspace. In addition to Visuals, Boards can include supporting content such as text and images to create executive dashboards, operational scorecards, or client-facing reports. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 171049.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays Boards page ## Creating Reports Rainmaker Insights supports two methods for creating reports. #### RI Chat RI Chat uses conversational AI to generate reports from natural language prompts. For example: - Show payments collected by client during the last 30 days. - Create a line chart comparing disputes opened and disputes resolved by week. - Display the top 10 collectors based on total payments collected. Continue the conversation by providing additional prompts until the report meets your reporting requirements. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 171421.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays RI Chat tab #### Providing Feedback on RI Chat Responses Use the feedback icons below an RI Chat response to rate its usefulness: | Icon | Purpose | | --- | --- | | **Thumbs Up** | Indicate that the response was helpful. | | **Thumbs Down** | Indicate that the response was not helpful. | ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/RI Chat Feedback Icons.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays Thumbs-Up and Thumbs-Down Icons Below an RI Chat Response #### SQL Experienced users can also create reports by writing or modifying SQL directly in the Refine section of a Visual. This approach allows you to: - Create reports from existing SQL. - Modify AI-generated SQL. - Troubleshoot report logic. - Optimize complex queries. Both approaches can be used independently or together during report development. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-17 171617.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A57Z&se=2026-10-31T14%3A36%3A57Z&sr=c&sp=r&sig=DwhE4NFB8WnjrHk4sifJLRxgbjlzVX5bbiDj0my6%2F8c%3D) Image displays the SQL editor in the Refine section, where users can create, review, or modify the SQL used by the RI Visual. > [!NOTE] > Please Note: > > AI-assisted reporting is an iterative process. You may need to provide follow-up prompts to adjust filters, grouping, calculations, formatting, or visualization types to achieve the desired results. ## Export Options Reports, Visuals, and Boards can be exported in several formats for sharing or additional analysis. Supported export formats include: - HTML - PDF - CSV - Microsoft Excel ## Validating Results Always validate custom reports before using them for operational or business decisions. Validation may include: - Comparing results with existing reports. - Reviewing report parameters and filters. - Examining the generated or edited SQL. - Verifying calculations and totals. - Reviewing drill-down records. > [!NOTE] > Please Note > > Because AI-generated reports are created from prompts, similar requests may produce different results. Always review and validate report output before sharing or using it in production. ## Related Articles [Understanding RI Visuals](/v1/docs/understanding-ri-visuals) [Creating an RI Visual](/v1/docs/creating-an-ri-visual) [Understanding RI Boards](/v1/docs/understanding-ri-boards) [Creating an RI Board](/v1/docs/creating-an-ri-board)