Pivot Reports With AI

Your Dolibarr reports, described in plain language: AI assistant, pivot tables and pivot charts

The Pivot Reports With AI module turns your Dolibarr data into interactive pivot tables and charts, built by simple drag and drop.
What's new: an AI assistant creates the data sources for you. Describe what you want to analyze, as you would to a colleague, and the assistant writes the SQL query, tests it on your database and proposes a first ready-to-use report.
No need to know SQL or the 400+ Dolibarr tables to get the figures you need.

"I want to analyze the revenue excluding tax of validated customer invoices by sales representative, by customer and by product category, with the year, quarter and month of the invoice."

How it works

Describe the data to analyze in the AI assistant panel.
Check the proposal: name, description and SQL query, all editable. The assistant reads the database structure and the status labels, tests the query read only and corrects it on its own if the database rejects it.
Approve: the data source is saved with a default report prepared by the AI.
Refine by continuing the conversation ("add the customer's country", "exclude the credit notes"...) or by dragging and dropping the fields.

Features

AI assistant: creation and modification of data sources in plain language (English or French), readable field names, codes replaced by their labels, default report prepared by the AI, history of the conversations, detailed AI logs exportable as JSON
Pivot reports: 18 output types (tables, heatmaps, collapsible subtotals, bar, line, area, scatter and pie charts), 20+ calculation operations, details of the records of a value, Excel/TSV export of the calculated data, PNG export of the charts
17 predefined data sources and 40+ predefined reports: quotes, orders, invoices, projects, tasks, interventions, expense reports, third parties, purchases
Organization and permissions: personal data sources for non-admin users, tags/categories, access to each data source restricted to some groups or users

Security and privacy

The AI receives the structure of the database (tables, columns, labels) and your requests, never your business data (invoices, customers, amounts).
Read-only queries (a single SELECT statement), tested in a rolled-back transaction.
Nothing is saved without your approval: each creation or modification goes through a proposal that you accept.

Already using Pivot Reports?

Pivot Reports With AI includes all the features of Pivot Reports and imports your data sources and reports in a few clicks. Both modules can stay enabled at the same time.

Requirements

Dolibarr 21 to 24, MySQL or MariaDB
PHP 8.1 or higher for the AI assistant (PHP 7.0 is enough for the rest of the module)
The standard Dolibarr AI module enabled, with a provider configured (OpenAI, Mistral AI, Anthropic, Google Gemini, Groq, DeepSeek... or any OpenAI-compatible service) and a powerful enough model (for example gpt-oss-120b)