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Using Rae to Find Information in Releventful

Learn how to use Rae to find and understand business information while verifying the source before taking action.

Written by Naomi Sherman

Rae is useful for locating a report or explaining a record when you know the question but not the answer.

Before you start

Know the business brand, time period, or event the answer should cover.

In Releventful

  1. Open Dashboard or the relevant report and set the brand and date range shown on screen.

  2. Click Ask Rae and ask one question using the event name or the business measure you need.

  3. Open the report or record Rae cites. Check the date range, brand, status, and underlying rows or event details.

  4. If the source does not answer the question, refine the request with the missing condition. Save a report only after checking its filters and clicking Save Report.

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