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Tips & Tricks: Add Instant Insights to Snapshots with Riva AI Summary

Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated over a week ago

💡Want a quick, intelligent overview of your dashboard?

With Hurree’s Riva AI Summary, you can automatically generate a written explanation of your dashboard’s key data points—no need to analyze every metric yourself. It’s the perfect way to simplify reporting, share context, or get a bird’s-eye view at a glance.

🤖 What is the Riva AI Summary?

The Riva AI Summary uses artificial intelligence to scan your dashboard and generate a concise explanation of the most important trends, highlights, and insights. It’s fast, clear, and ready to use wherever you need it—like in PDFs, emails, or presentations.

🛠️ How to Use the Riva AI Summary in a Snapshot

1. Pick Your Dashboard

Start by opening the dashboard you'd like summarized.

🔍 Note: AI Summary is only available on dashboards with data. If your dashboard is empty, the option won’t appear.

2. Launch the AI Summary

Click the AI Summary button at the top of the screen. This tells Riva to start analyzing your dashboard.

3. Let Riva Do the Work

Riva will process your dashboard and generate a natural language summary. This might take a few seconds depending on the amount of data.

4. Skip the Wait (Optional)

Don’t want to wait? Hit the space bar to fast-forward straight to the summary once it's ready.

5. Use the Summary Your Way

When the summary appears, you’ve got a few options:

  • 📄 Attach to PDF Export – Add the summary to your dashboard’s PDF report.

  • 📋 Copy to Clipboard – Grab the summary to paste into a document, slide deck, or message.

  • 📧 Include in Email Snapshot – Share the summary automatically with anyone you send the dashboard to.

⚡ Why Use Riva AI Summary?

  • Save time writing manual reports

  • Easily share insights with non-technical stakeholders

  • Add context to visual data without overloading your dashboard

  • Perfect for quick updates, team check-ins, or client reporting

💬 Questions You Can Ask Riva AI Assistant:

  • “How do I add an AI summary to a snapshot?”

  • “What is Riva AI Summary used for?”

  • “Can I include a summary in a dashboard PDF?”

The Riva AI Summary makes your dashboards speak for themselves—clear, insightful, and ready to share. Try it out and turn your data into decisions faster than ever.

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