Edit and Illustrate Reports with Quick Actions


Edit and illustrate your reports using Athena's quick actions, highlighting collaborative features, multimedia support, and integration with other workflows.

Step-by-Step Summary

  1. Log into your Athena account

  2. Navigate to the Reports section

  3. Add rich media like tables, charts, and images to your report

  4. Use the 'Visualize' option to create diagrams and summarize report data

  5. Type a slash to open quick actions and select options like 'ask documents' to pull in data from available sources

  6. Integrate your report with other workflows, such as sending key findings via email

Collaborative Report Environment

Adding Rich Media

In Athena, you can enhance your reports by adding tables, charts, and images. This functionality allows you to create detailed and visually appealing reports that communicate data effectively.

  • Tables: Use tables to organize data in rows and columns, making it easier to understand and analyze.

  • Charts: Insert charts to visualize data trends and patterns. Various types of charts are available to suit different data needs.

  • Images: Add images to support your analysis and provide visual context. Images can be diagrams, infographics, or pictures relevant to your report.

One of the standout features of Athena is the collaborative editing environment. This feature enables multiple users to work on the same report simultaneously. Team members can add comments, make edits, and provide feedback in real-time, enhancing teamwork and productivity.

Additionally, reports in Athena are fully integrated into the platform, allowing for real-time updates. This integration means that as new data becomes available or as users make changes, the report automatically updates to reflect the latest information. This real-time functionality ensures that your report is always current and accurate.

Visualizing Reports

Athena allows you to generate diagrams and visual summaries to help better understand report contents. You can ask Athena to visualize a report, making the data more accessible and easier to interpret.

To ask Athena to visualize a report, you can use the quick actions feature. Type a slash (/) in the report editor and select ask documents. You can then choose the relevant documents or data sources that you want Athena to use for generating the visual summary.

For example, if you have a report and you want Athena to create a diagram that summarizes the key points, you would type a slash (/) and select ask documents. Next, choose the related documents from the workspace. Athena will process the information and generate a diagram summarizing the contents of the report.

Once the diagram is generated, you can insert it into the report by selecting the insert results option. This helps in presenting complex data in a simple, visual format, making it more comprehensible.

Important: Ensure that your data sources are well-organized and relevant to get the most accurate visual summaries.

Using Athena Quick Actions

Market Trend Analysis

Using Quick Actions for Market Trend Analysis

Athena's quick actions offer an efficient way to perform market trend analysis. By using the ask documents feature, you can pull in relevant data from various sources to create a comprehensive summary of market trends.

To use the ask documents feature, type a slash (/) in the report editor. This will bring up a list of quick actions. Select ask documents from the options.

Once you have selected ask documents, you can choose documents from the available sources in your workspace. Athena will review these documents and generate a summary based on the data and insights within them.

Here is an example of creating a market trend summary using the ask documents feature:

  1. Type /ask documents in the report editor.

  2. Select the relevant documents related to market trends.

  3. Athena will review the selected documents and pull in the necessary data.

  4. Insert the generated summary into your report.

By following these steps, you can efficiently create a market trend summary in your report using Athena's quick actions.

Updating Executive Summary

Updating the executive summary in Athena using quick actions is a straightforward process. You can easily integrate new data to update the summary. Here's how you can do it.

First, to start updating the executive summary, open the relevant report in Athena. Then, using the Query Editor, navigate to the section of the report where you want to update the executive summary.

To incorporate new data, use the Athena Quick Actions. Type a slash (/) to bring up the quick actions menu. Select the Ask Documents option. This allows you to pull in data from available sources.

Choose the documents or datasets you want to use for the update. You can include web sources, internal documents, or any other available data.

For example, if you want to update the executive summary based on market trends, select the relevant market reports, web sources, and even videos. Athena will review the selected documents and generate a comprehensive summary of the 2024 industry trends.

Once Athena has processed the data, it will provide you with a summary and the associated sources. You can then insert these results into your report.

Finally, instruct Athena to update the executive summary by typing your request in the input field. For example, 'Update the executive summary based on market trends.' Athena will integrate the new data, and the updated summary will appear in the report.

Integrate New Data

Make sure to use Athena's interface for adding new data sources. Use the 'ask documents' quick action to pull data from various sources and integrate it seamlessly into your report.

Ensure Data Accuracy

Always verify the accuracy of data before finalizing your report. Cross-reference sources and use Athena's analysis tools to validate information.

Maintain Consistency

Consistency is key for a professional report. Utilize Athena's text transformation features and standardize formats across all sections of your report.

Integrating Reports with Workflows

Email Integration

To draft and send emails with report findings in Athena, you can use the integrated tools within the platform.

Start by navigating to the section of the report that you want to include in your email. Use Athena's quick actions to gather the key findings from your report. Select the content you want to summarize and use the ask documents command to fetch relevant data.

To add report context to your email, click on the Pivot to menu, go to Reports, and choose the report containing the information you need. Copy the report link and paste it into the email body for reference. Athena can help you draft the email by summarizing key points and inserting them directly into the message.

Here is an example of sending key findings via email:

  1. Open the email composition window in Athena.

  2. In the subject line, write: Key Findings from the Customer Lifetime Deep Dive: Claims Study.

  3. In the email body, summarize the key findings, such as:

    • Distribution of total claims

    • Influence of variables on total claim amount

    • Impact of variables on customer lifetime value

After drafting the email, you can add any necessary attachments or links to the full report. Once everything is complete, enter the recipient's email address and click Send.

This process ensures that your report findings are effectively communicated and shared with relevant stakeholders.

Frequently Asked Questions

  • You can use Athena quick actions by typing a slash and selecting options like 'ask documents' to pull in data from available sources.

  • In Athena reports, you can add tables, charts, and images to create a collaborative environment for data analysis.

  • You can update the executive summary by asking Athena to incorporate new data or market trends, and it will refresh the summary for you.

  • Yes, you can draft an email with the key findings from a report and send it directly within Athena.