How to Create a Riva AI Summary for a Section of Your Dashboard
Riva AI can now generate insights for specific sections of your dashboard, allowing you to zoom in on exactly what matters. Here’s how to use this feature to get targeted, actionable summaries.
Step 1: Select Your Dashboard
Start by opening the dashboard that contains the section you want to summarise.
Step 2: Identify the Section
Scroll to the section of the dashboard you want Riva to analyse. To generate summaries for all widgets in that section, hover over the section name.
Note: The section must contain widgets with data. Empty sections will not generate a summary.
Step 3: Click AI Summary
Click the AI Summary icon in the top right corner of the section banner. This icon appears above the widget group or report block.
Step 4: Wait for Riva to Generate the Section Summary
Once clicked, Riva will begin analysing the data in that section. This may take a few seconds, depending on the complexity and volume of data.
Press the space bar to skip the waiting time and view the summary instantly once it’s ready.
Step 5: Choose How to Use the Summary
After Riva generates your section-level summary, you can:
Export with PDF – Attach the summary to a PDF export of your dashboard.
Copy to Clipboard – Quickly paste it into an email, report, or presentation.
Share via Email Snapshot – Include the summary in your dashboard email snapshot.
Step 6: Use Riva Suggests for Data Insights
Click the "Riva Suggests" button under the summary to receive data-driven recommendations.
These may include:
Enhancing your content strategy
Optimising specific campaign metrics
Targeted performance suggestions based on the section's data
In the Riva Chatbot, you can also:
View follow-up question suggestions
Get relevant resource links
Access the Hurree Helpdesk directly
Step 7: Customise Tone and Language
You can tailor your summary’s tone and language to suit your audience:
Change the tone [Professional (default), Casual, Engaging, or Sassy]
Translate into 150+ languages for region-specific communication
Customising tone and language helps ensure your summary reflects your brand voice and meets the needs of different stakeholders.
Step 8: Provide Feedback
Use the upvote or downvote icons to rate the AI-generated summary. Your feedback directly supports ongoing improvements to the accuracy and relevance of our summaries.
Important Note
You can generate Ten section summaries per section per day
Summaries refresh daily at 00:00 UTC
By focusing on specific sections of your dashboards, Riva AI helps you dig deeper, spot trends faster, and make more informed decisions, all with just a few clicks.