AI-Powered Insights Overview

The AI-powered insights during report preview provide comprehensive capabilities, including response generation, prompt creation, AI output interaction, and execution of predefined commands.

AI Features

• Ask AI: This window allows users to ask questions to the AI, facilitating dynamic responses based on the document context.

• Output: This feature generates outputs from the AI, including summaries, highlights, and other predefined commands, enhancing the overall productivity and efficiency of the report viewer.

Configure the AI

Setting	Description
friendlyName	This setting specifies the name corresponding to the type of AI client you wish to use. For example, setting friendlyName to "MicrosoftExtensionsAzureOpenAI" indicates that the Azure OpenAI client is being utilized.
model	This setting specifies the AI model to be used for generating responses. For example, setting the model to "gpt-4o-mini" indicates that the GPT-4o mini model variant is being utilized.
endpoint	This setting specifies the URL of the AI service endpoint.
credential	This setting specifies the authentication credentials required to access the AI service. It ensures that the AI client can securely connect to the specified endpoint.
requireConsent	A boolean configuration option that determines whether users must explicitly consent to the use of AI models before the AI report insights features can be utilized within the application.
allowCustomPrompts	This setting is set to true by default. If you set it to false, users will only be able to use the predefined prompts and will not be allowed to ask custom prompts.
predefinedPrompts	This setting specifies a list of predefined prompts that the AI client can use. Each prompt is defined by a text attribute, which contains the prompt's content.

AI clients

There are four available options for the friendlyName setting:

Client Type	Friendly Name
Microsoft.Extensions.AI.AzureAIInference	"MicrosoftExtensionsAzureAIInference"
Microsoft.Extensions.AI.OpenAI + Azure.AI.OpenAI	"MicrosoftExtensionsAzureOpenAI"
Microsoft.Extensions.AI.Ollama	"MicrosoftExtensionsOllama"
Microsoft.Extensions.AI.OpenAI	"MicrosoftExtensionsOpenAI"

Depending on which option will be used, a corresponding Telerik.Reporting.Telerik.Reporting.AI.Microsoft.Extensions.{name} NuGet package must be installed in the project. In other words, please install one of the following packages before continuing with the configuration:

• Telerik.Reporting.AI.Microsoft.Extensions.AzureAIInference
• Telerik.Reporting.AI.Microsoft.Extensions.AzureOpenAI
• Telerik.Reporting.AI.Microsoft.Extensions.Ollama
• Telerik.Reporting.AI.Microsoft.Extensions.OpenAI

Below is an example of how to configure the project for the AzureOpenAI option.

{
    "telerikReporting": {
        "AIClient": {
            "friendlyName": "MicrosoftExtensionsAzureOpenAI",
            "model": "gpt-4o-mini",
            "endpoint": "https://ai-explorations.openai.azure.com/",
            "credential": "...",
            "requireConsent": false,
            "allowCustomPrompts": false,
            "predefinedPrompts": [
                { "text": "Prompt 1" },
                { "text": "Prompt 2" }
            ]
        }
    }
}

 <Telerik.Reporting>
     <AIClient
         friendlyName="MicrosoftExtensionsAzureOpenAI"
         model="gpt-4o-mini"
         endpoint="https://ai-explorations.openai.azure.com/"
         credential="..."
         requireConsent="false"
         allowCustomPrompts="false">
         <predefinedPrompts>
             <add text="Prompt 1" />
             <add text="Prompt 2" />
         </predefinedPrompts>
     </AIClient>
 </Telerik.Reporting>

Extensibility

If necessary, the Reporting engine can use a custom Telerik.Reporting.AI.IClient implementation, which can be registered in the Reporting REST Service configuration:

builder.Services.TryAddSingleton<IReportServiceConfiguration>(sp => new ReportServiceConfiguration
{
    HostAppId = "MyApp",
    AIClientFactory = GetCustomAIClient,
    ...
});

static Telerik.Reporting.AI.IClient GetCustomAIClient()
{
    return new MyCustomAIClient(...);
}

The configured predefined prompts can be modified at runtime by overriding the UpdateAIPrompts method of the ReportsController class.