In April 2026, R365 Intelligence is being renamed to AI Dashboards. ‘AI Dashboards’ will replace ‘Intelligence’ throughout R365.
With this update, AI Dashboards will include the following enhancements:
The AI Dashboards screens will be updated to match R365’s modern design.
The Auto Dashboard builder creates visualizations and dashboards using AI.
Auto Summary can be enabled on dashboards to provide an overview of the data on the dashboard.
In view mode, Auto Answers uses AI to respond to user questions about the data presented on the dashboard.
Parameters can be used to create dynamic filtering.
AI Dashboards Update
R365 Intelligence is now R365 AI Dashboards! All references to Intelligence will be updated to AI Dashboards, including in the left navigation menu.
New and Legacy Navigation
New Navigation: Reports → AI Dashboards
Legacy Navigation: Reports → Intelligence
Refreshed Screens
The AI Dashboards screens were updated to match R365’s newest look!
New and Legacy Dashboard Library and Subscriptions Screens
New Dashboard Library
Refreshed look.
Dashboard edit button now in dashboard action menu.
New Dashboard Subscriptions Screens
Legacy Dashboard Library
Legacy Dashboard Subscription Screens
Auto Dashboard
The new Auto Dashboard builder creates visualizations and entire dashboards based on user prompts. When a prompt is entered in the Auto Dashboard bot, it uses AI to create visualizations using the available data. The bot can be prompted to modify or adjust its creations as well as to edit existing visualizations.
Read more about the Auto Dashboards feature.
New Auto Dashboard
Auto Summary
The new Auto Summary feature uses AI to generate a narrative summary of an entire dashboard page based on the visualizations, metrics, and filters on that page. Instead of scanning every graph and table, read a concise description of key performance indicators, trends, and notable changes in a single panel.
Learn more about Auto Summary.
New Auto Summary
Auto Answers
Auto Answers uses AI to produce real-time answers and analysis to user inquiries about dashboards. The Auto Answers chat is shown in view mode and uses the data on the dashboard to interpret responses to questions.
Learn more about Auto Answers.
New Auto Answers
Parameters
Parameters can be used on dashboards for dynamic filtering. They can be used to run what-if scenarios and switch views.
Learn more about using parameters.
New Parameters
The Parameter function includes the following:
New parameter data object and Dashboard Parameters section.
New Create Parameter button.
New Parameter Selector option.
FAQ
Why do I still see "Intelligence" instead of "AI Dashboards" in my navigation menu?
Legacy navigation (Reports → Intelligence) and new navigation (Reports → AI Dashboards) both lead to the same dashboards during the rollout — which one you see depends on your account's rollout stage. Read more about the dashboard masters available in AI Dashboards.
What does Auto Dashboard do, and how is it different from the pre-built dashboards?
Auto Dashboard is a prompt-based builder that uses AI to create new visualizations and entire dashboards on demand, rather than relying on R365's pre-built dashboard masters. Users can prompt it to build, modify, or adjust visualizations. Learn more about Auto Dashboard.
Can I get a written summary of my dashboard without reviewing every chart?
Yes. Auto Summary generates a narrative overview of an entire dashboard page — key performance indicators, trends, and notable changes — based on its visualizations, metrics, and filters. Learn more about Auto Summary.
How do I ask questions about my dashboard data directly instead of digging through visualizations?
Use Auto Answers, which is available in view mode and uses AI to interpret dashboard data and respond to user questions in real time. Learn more about Auto Answers.