We have built a new AI-tool with the goal to allow Nursebuddy users to generate custom reports based on visits information.
Understanding What You Can Ask the AI Tool
Our AI assistant can help you quickly analyse, summarise, and explore your organization’s Visit and Event data.
Below is a complete breakdown of the data types, metrics, and filters available to the AI, along with example prompts you can try.
Data Sources & Details
Data Source | Description & Metrics | Filters & Breakdowns | Example Prompts |
1. Visit Statistics (Aggregates & Trends) | Measures: Visit count, planned duration, actual duration, overrun.
Calculations: Count, Sum, Average, Median.
Time Grouping: Day, Week, Month, Quarter, Year.
| Breakdown: Carer, Client, Status, Visit vs. Event.
Filters: Status (Missed, Late, Upcoming, Started, Completed, Cancelled).
| • "Total delivered hours last month?"
• "Average overrun per carer?"
• "Visits by status as a pie chart"
|
2. Visit List (Schedules) | Scheduled client visits with planned start/end times, status, and type. (Excludes durations and actual check-in/out times). | Filters: Team | • "List all upcoming visits for Team A this week." |
3. Planned vs. Actual (Exceptions) | Single row per completed visit: Date, Client, Carer, Planned Duration, Actual Duration, Variance. (Sorted by largest differences first). | N/A | • "Which visits overran the most this week?"
• "Show completed visits with the biggest time variance."
|
4. Events (Non-Client Tasks) | Carer events (meetings, training, admin). Includes event name, carer, status, planned & actual duration. | Filters: Status | • "How much time was spent on training last month?"
• "List events completed per carer this week." |
Data Overview
At a glance, the AI has access to top-level visit and event details, including planned times, reported check-in/out times, durations, assigned carers, and clients.
To protect privacy, individual client or employee IDs are never sent to or processed by the AI in chat conversations. Specific client, carer, or team filtering can still be applied directly within the widget settings UI.
Information of medications, tasks, visit notes or mileage is not included in this version.
How to Access and Use the Beta AI Reports Dashboard
1. Open the AI Reports beta from the blue panel
Look for the blue panel in your Nursebuddy account.
Click in AI Reports to open it, if it has been enabled for your account.
This takes you to the main dashboards page.
On the dashboards page, you can:
Create new dashboards
View dashboards you already created
See how many widgets are in each dashboard
You can also access:
Archived dashboards
Your widget library (all widgets you have created)
3. Create a new dashboard
To create a dashboard, enter:
a name
a description
Click Create.
The new dashboard will appear in the main page.
4. Open a dashboard and review its widgets
Open any dashboard to see its widgets.
A widget is any form of visualisation of data that was created based on the prompt you entered:
5. Create Widgets
-Use prompts to explore useful report ideas:
-Use your own prompts:
It can happen that your custom prompts don't generate a satisfactory response. But your custom prompts will still be very helpful to us to understand what type of information you are looking for so we can continue improving this tool.
6. Set dashboard-level options
Choose a timeframe for the dashboard.
Decide whether to use the default date range for all widgets.
From the dashboard, you can also:
add another widget
archive the dashboard
7. Customise an individual widget
Open a widget’s three-dot menu and go to Widget settings.
In widget settings, you can:
change the view type
edit the title
review the description
adjust the time range
the query being used
the filters applied
You can also toggle options such as:
show empty periods as zero
compare previous periods
Click Save or Cancel when finished.
Note: if the dashboard date range is enabled, it will override the widget’s own date range.
To use a widget-specific date range, disable the dashboard date range.
8. Reorder widgets within a dashboard
Use the arrow controls to rearrange widgets in the dashboard.
This lets you organise the dashboard in the order that makes the most sense for you.
Check our video tutorial here: