AI Reporting (Beta)

The AI Reporting feature lets you ask questions—using text or voice—and instantly generate lot and vessel reports across your winery data. Instead of manually searching in the Lot or Vessel Explorer or clicking around in reports, you can describe what you want to see (for example, “Show me all my aging Pinots with pH and last sulfur date” or "Show me all my empty barrels") and InnoVint will return a structured, scrollable table of results.

This feature uses AI to interpret your request and securely query your existing InnoVint data, including lot attributes, custom lot attributes, volumes, vessels, most recent actions, and analysis results. AI Reporting is built around our Custom Reports - it is not point in time, but can access the data that you would find in Custom Reports. 

• How do I get AI Reporting?
  • Beta release: what to expect

• Where to find AI Reporting

• How to Create AI Reports

• Understanding your AI Report results

  • Requesting analysis data
  • Requesting action based data
  • Requesting vessel based data

• AI Reporting refinement

• Tips for best results

  • Example prompts
• Video Tutorial
• FAQ

How to Create AI Reports (text or voice)

You can enter your request in two ways: via text or voice. 

• For text: click into the text field, and type your request, or for voice: tap the microphone button and speak your request naturally.

• Describe your request including:

  • Which lots or vessels you want

  • Any filters (stage, varietal, tax class, bond, etc.)

  • Which data you want to see (analyses, actions, composition, costs)
    

• Tap or click on Create AI Report when finished

Understanding your AI Report results

After generation, results appear in a report view with three main sections.

1. User request

This section displays the exact request you entered (including voice-to-text results).

2. Finding attributes 

This section shows:

• The AI-generated interpretation of your request 

• The total number of results found

3. Find Lots or Vessels from Query

The table displays all matching lots or vessels and automatically adds columns based on your request. Included columns are dependent on whether the query is lot or vessel based.

Lot based columns:

1. Lot code

2. Vessels

3. Contents

4. Requested data columns

   • Other columns are added dynamically based on your prompt

   • Examples:

     • “Show me my aging Pinots” → Lots, Vessels, Contents, Stage (aging), Varietal (Pinot Noir)

     • “Show me all my reds with Brix greater than 10” → Lots, Vessels, Contents, Brix

     • "Show me my fermenting 2025 lots and most recent two brix results" → Lots, Vessels, Contents, Brix 1, Brix 2

Vessel based columns:

1. Vessel code
2. Vessel contents (volume)
3. Vessel capacity
4. Lot code

Requesting Analysis Data

• When you request analysis data (for example, pH, Brix, Alcohol, VA), each requested analysis includes the analysis value and the Effective At date and time. You can also include the Source. 

• When requesting data by Panel name, it selects the analyses to pull in via the panel name, but returns all results that have been entered regardless if requested by the panel

• You may request between 1–5 recent results per analysis.

  

   

• If needed, scroll to the right to see additional columns, or click on Show More to see additional lot results below:

     

Requesting Action-based data

These results are based on data that populates your Custom Reports. You can request a lot report based on some actions such as "First Filled" or the "Last Action", but it will not provide the history of actions for a lot, or pull a report based on historic actions. 

Requesting Vessel-based data

AI Reporting supports vessel requests surrounding limited cached vessel data. This includes:

• Vessel Code

• Vessel Type: tank, barrel, bin, keg, tirage (including bottle information), amphora, egg, etc.

• Capacity

• Archived status

• Color

• Current lot contents - Lot code/color/style/stage/volume/weight

Some sample prompts might be:

• Show me all my tanks with headspace.
• Show me all my empty barrels.
• Show me all my tanks with white wine above 60F.
• Create a report for TK1-TK10 showing vintage, appellation, & varietal
• How many empty vessels of each type do I have?

Next steps - AI Reporting actions

In the results view, you can choose:

• Done – Close the report

• New – Generate a new AI Report

• Refine – Modify the current request without starting over

• Export - export a csv file of your results 

Refine an existing search

Click Refine to adjust your current report.

What happens when you refine

• The search field reopens.

• A new Original request section appears at the top.

• You can add instructions such as:

  • Adding columns

  • Narrowing the lot list

  • Changing filters or sort order

The report regenerates using the original request plus your new refinement

Example:

Original: “Show me all my fermenting whites with Brix greater than 10”

Update: "Please include the last three results"

The User Request section will display the combined history for clarity.

The table will include any expanded results, or filter out any unwanted data.

Results may include an interactive graph for visualization.

Tips for best results

• Be specific about what you want to see (columns) and filter (criteria).

• All columns available in Custom Reports can be requested through Search Lots.
• You can ask for both analysis data and recent actions in the same request.

• Start broad, then use Refine to narrow results.

• Voice and text requests support the same capabilities.

Example prompts

• “Show me all my aging lots with last sulfur date, last topping date, pH, free SO₂, and VA.”

• “Which lots have a VA over 0.3 g/L?”

• “Show the last five Brix and Temp values for Lot XYZ including dates.”

• “Show me all lots that haven’t been topped in the last 3 months.”

• "Create a report with ML analysis for 2025 Chardonnay lots including ETS"
• "I want to see the Basic Chem Panel on my 24 Chardonnay"
• "Show me all of my lots <16%"

Video Tutorial