Rapporten maken met AI

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Daarom moet de Engelse versie van dit artikel worden beschouwd als de meest recente versie met de meest recente informatie. U kunt het <a id="l10n-link" href="#">hier raadplegen</a>.</span></div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content=" Support" itemprop="name"> </span> <meta content="december 4, 2023" itemprop="datePublished"> <meta content="" itemprop="author"> <meta content="https://knowledge.hubspot.com/nl/reports/create-reports-using-ai" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Rapporten maken met AI</span></h1> <p class="last-updated">Laatst bijgewerkt: <span itemprop="dateModified">  oktober 16, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Beschikbaar met elk van de volgende <a href="https://knowledge.hubspot.com/nl/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">abonnementen</a>, behalve waar vermeld:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/marketing_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/marketing"> Marketing Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/marketing/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sales_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/sales"> Sales Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/sales/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/service_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/service"> Service Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/operations_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/operations"> Operations Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023_2024/subscription_key_icons/content_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/content"> Content Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/cms/enterprise">Enterprise</a> </span></td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p><span style="font-size: 17px; color: #33475b;">In HubSpot kun je kunstmatige intelligentie (AI) gebruiken om aangepaste rapporten met één object te maken. Je kunt een zin of vraag invoeren die wordt gebruikt om een rapportsjabloon te genereren, inclusief aanbevolen filters en datavisualisatie. Zodra de sjabloon is gegenereerd, kun je ervoor kiezen om het rapport aan te passen aan je behoeften voordat je het opslaat en toevoegt aan je dashboard.</span></p>  <p class="alert-info"><strong>Let op:</strong> <span style="font-size: 17px; color: #33475b;">vermijd het delen van gevoelige informatie in je prompts. Om het product te verbeteren, logt en bewaart HubSpot je prompts, gegenereerde taal en gebruiksgegevens wanneer je AI-gegenereerde rapporten gebruikt. HubSpot deelt je prompts met OpenAI om je gebruik van deze tool mogelijk te maken en OpenAI slaat je prompts op ten behoeve van contentmoderatie. Je prompts kunnen aan jou worden toegeschreven. Door deze tool in bèta te gebruiken, ga je akkoord met de <a href="https://legal.hubspot.com/hubspot-beta-terms" rel="noopener">bètavoorwaarden</a> van HubSpot en het <a href="https://beta.openai.com/docs/usage-policies/use-case-policy" rel="noopener">gebruiksbeleid</a>, <a href="https://labs.openai.com/policies/content-policy" rel="noopener">het inhoudsbeleid</a> en <a href="https://openai.com/policies/sharing-publication-policy/" rel="noopener">het beleid voor delen en publiceren van</a> OpenAI.</span></p> <h2>AI-instellingen inschakelen voor rapporten</h2> <ul> <li>Klik in je HubSpot-account op het <span class="ss-icon-font">settings</span> <strong>instellingen-pictogram</strong> in de bovenste navigatiebalk.</li> <li>Navigeer in het menu aan de linkerkant in de sectie <em>Accountbeheer</em> naar <strong>AI</strong>.</li> <li>Klik op het tabblad <em>Toegang</em> van uw AI-instellingen om de optie <strong>Gebruikers toegang geven tot generatieve AI-tools</strong> <strong>en -functies</strong> in te schakelen.</li> <li>Om uw inhoud te personaliseren, klikt u op om de schakelaar <span style="font-weight: bold;">CRM-gegevens</span> en <span style="font-weight: bold;">gegevens over klantgesprekken</span> aan te zetten. Dit wordt aanbevolen om uitvoer te genereren die relevant is voor je bedrijf. Meer informatie over het beheren van uw <a href="/nl/account-management/manage-your-ai-settings" rel="noopener" target="_blank">AI-instellingen</a>.</li> </ul> <h2>Rapporten maken met Breeze</h2> <p>Gebruik <a href="/nl/account-management/use-breeze-ai" rel="noopener" target="_blank">Breeze</a>, HubSpot's verzameling AI-tools om rapporten te maken.</p> <ul> <li><span style="font-size: 17px; color: #33475b;">Ga in je HubSpot-account naar <strong>Rapporteren</strong> > <strong>Rapporten</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Klik rechtsboven op <strong>Rapport maken</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Klik rechtsboven op <strong>Create from scratch</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Selecteer <strong>AI Report Generator</strong> in het linkerpaneel.</span></li> </ul> <span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=500&height=247&name=ai-report-generator.png" width="500" height="247" loading="lazy" alt="ai-report-generator" style="height: auto; max-width: 100%; width: 500px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=250&height=124&name=ai-report-generator.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=500&height=247&name=ai-report-generator.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=750&height=371&name=ai-report-generator.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1000&height=494&name=ai-report-generator.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1250&height=618&name=ai-report-generator.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1500&height=741&name=ai-report-generator.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></span> <ul> <li><span style="font-size: 17px; color: #33475b;">Voer een zin of vraag in die het doel van je rapport samenvat. Voor de beste resultaten is het aan te raden om de gewenste object- en tijdfilters toe te voegen. Bijvoorbeeld, <em>welke verkoper heeft het afgelopen kwartaal de meeste deals binnengehaald </em>? Of klik op een <strong>voorbeeldvraag</strong> in het gedeelte hieronder.</span></li> </ul> <ul> <li><span style="font-size: 17px; color: #33475b;">Houd rekening met het volgende om de beste prompt te maken:</span> <ul> <li><span style="font-size: 17px; color: #33475b;"><strong>Begrijp je gegevens: </strong>maak jezelf vertrouwd met de belangrijkste objecten en eigenschappen in HubSpot die relevant zijn voor je rapportagebehoeften. </span></li> <li><span style="font-size: 17px; color: #33475b;"><strong>Wees specifiek:</strong> hoe specifieker je bent in je prompt, hoe nauwkeuriger en relevanter je rapport zal zijn. Als je niet zeker weet waarnaar je op zoek bent, kun je je vraag veralgemenen, maar als je een specifieke eigenschap of tijdsbereik wilt opnemen, neem dat dan op in je vraag.</span></li> <li><span style="font-size: 17px; color: #33475b;"><strong>Uitproberen en verfijnen: </strong>niet alle prompts leveren meteen het gewenste resultaat op. U kunt uw prompts opnieuw formuleren en verfijnen op basis van de resultaten die u ontvangt. Probeer de prompt te verschuiven, opnieuw te genereren of kijk naar een aantal aanbevolen rapporten als je tegen problemen aanloopt.</span></li> </ul> </li> <li><span style="font-size: 17px; color: #33475b;">Klik op <strong>Rapport genereren</strong>. </span><span style="font-size: 17px; color: #33475b;">Er wordt een rapportsjabloon gegenereerd op basis van je doel.</span></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=616&height=293&name=generate-ai-report-2.png" width="616" height="293" loading="lazy" alt="generate-ai-report-2" style="height: auto; max-width: 100%; width: 616px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=308&height=147&name=generate-ai-report-2.png 308w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=616&height=293&name=generate-ai-report-2.png 616w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=924&height=440&name=generate-ai-report-2.png 924w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1232&height=586&name=generate-ai-report-2.png 1232w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1540&height=733&name=generate-ai-report-2.png 1540w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1848&height=879&name=generate-ai-report-2.png 1848w" sizes="(max-width: 616px) 100vw, 616px"></p> <ul> <li><span style="font-size: 17px; color: #33475b;">Om het doel van het rapport te wijzigen en een nieuwe sjabloon te genereren, klik je op het bewerkingspictogram in het gedeelte <em>Gevraagd </em>. Pas de <strong>tekst</strong> in de prompt aan en klik vervolgens op <strong>Genereer rapport</strong>. Je kunt doorgaan met het invoeren van nieuwe prompts en het rapport opnieuw genereren om beter aan je doel te voldoen.</span></li> </ul> <span style="font-size: 17px; color: #33475b;"><span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=358&height=209&name=update-generated-report.png" width="358" height="209" loading="lazy" alt="update-generated-report" style="height: auto; max-width: 100%; width: 358px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=179&height=105&name=update-generated-report.png 179w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=358&height=209&name=update-generated-report.png 358w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=537&height=314&name=update-generated-report.png 537w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=716&height=418&name=update-generated-report.png 716w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=895&height=523&name=update-generated-report.png 895w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=1074&height=627&name=update-generated-report.png 1074w" sizes="(max-width: 358px) 100vw, 358px"></span></span> <ul> <li><span style="font-size: 17px; color: #33475b;">Om de gegevens in je rapport te verfijnen, bewerk je de <strong>gegevens</strong> in het gedeelte <em>Rapportdetails</em>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Om extra wijzigingen aan te brengen in de eigenschappen, filters en visualisatie van het rapport, klik je op <strong>Aanpassen</strong>. Je komt nu in de <a href="/nl/reports/create-custom-single-object-reports" rel="noopener" target="_blank">rapporteditor voor enkelvoudige objecten</a> waar je het rapport kunt aanpassen.</span></li> </ul> <p><span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=567&height=248&name=customize-report-filters.png" width="567" height="248" loading="lazy" alt="customize-report-filters" style="height: auto; max-width: 100%; width: 567px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=284&height=124&name=customize-report-filters.png 284w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=567&height=248&name=customize-report-filters.png 567w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=851&height=372&name=customize-report-filters.png 851w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1134&height=496&name=customize-report-filters.png 1134w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1418&height=620&name=customize-report-filters.png 1418w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1701&height=744&name=customize-report-filters.png 1701w" sizes="(max-width: 567px) 100vw, 567px"><br></span></p> <ul> <li><span style="font-size: 17px; color: #33475b;">Klik op <strong>Opslaan</strong> om het rapport op te slaan.</span></li> <li><span style="font-size: 17px; color: #33475b;">Voer in het rechterpaneel een <strong>naam</strong> en optionele <strong>beschrijving</strong> voor je rapport in en selecteer of het rapport al dan niet aan een dashboard moet worden toegevoegd.</span></li> <li><span style="font-size: 17px; color: #33475b;">Klik op <strong>Volgende</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Selecteer een <strong>optie</strong> om te bepalen wie toegang heeft tot het rapport en klik vervolgens op <strong>Opslaan</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Je blijft in de rapporteditor na het opslaan. Klik op<strong>Ga naar rapporten</strong> in het pop-upvenster om het rapport te bekijken.</span></li> </ul> <h2>Rapporten maken met AI op de mobiele app</h2> <p>Nadat je <a href="https://knowledge.hubspot.com/nl/account-mangagement/how-to-install-the-hubspot-mobile-application" rel="noopener" target="_blank">de HubSpot mobiele app hebt geïnstalleerd</a>, kun je rapporten maken met AI.</p> <ul> <li>Tik op het <strong>Menu-pictogram</strong> en tik vervolgens op <strong>Dashboards</strong>.</li> <li>Tik rechtsboven op het<strong> verlichtingspictogram</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=363&height=307&name=tap-lightening-icon.jpg" width="363" height="307" loading="lazy" alt="tap-lightening-icon" style="height: auto; max-width: 100%; width: 363px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=182&height=154&name=tap-lightening-icon.jpg 182w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=363&height=307&name=tap-lightening-icon.jpg 363w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=545&height=461&name=tap-lightening-icon.jpg 545w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=726&height=614&name=tap-lightening-icon.jpg 726w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=908&height=768&name=tap-lightening-icon.jpg 908w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=1089&height=921&name=tap-lightening-icon.jpg 1089w" sizes="(max-width: 363px) 100vw, 363px"></p> <ul> <li>Typ je vraag in het tekstvak. Bijvoorbeeld: "Wie sluit de meeste tickets af?". Klik vervolgens op <strong>Genereer</strong>.</li> <li>Je kunt ook een sjabloon gebruiken door op het sjabloonpictogram te klikken en vervolgens een vraagsjabloon te selecteren.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=318&height=277&name=generate-report-ai-mobile.png" width="318" height="277" loading="lazy" alt="generate-report-ai-mobile" style="height: auto; max-width: 100%; width: 318px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=159&height=139&name=generate-report-ai-mobile.png 159w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=318&height=277&name=generate-report-ai-mobile.png 318w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=477&height=416&name=generate-report-ai-mobile.png 477w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=636&height=554&name=generate-report-ai-mobile.png 636w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=795&height=693&name=generate-report-ai-mobile.png 795w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=954&height=831&name=generate-report-ai-mobile.png 954w" sizes="(max-width: 318px) 100vw, 318px"></p> <ul> <li>Wanneer je rapport is gegenereerd, selecteer je <strong>Opnieuw genereren</strong> of <strong>Opslaan</strong>.</li> <li>Selecteer op welk dashboard het rapport moet worden opgeslagen en klik vervolgens op <strong>Opslaan</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=375&height=259&name=save-dashboard-mobile.jpg" width="375" height="259" loading="lazy" alt="save-dashboard-mobile" style="height: auto; max-width: 100%; width: 375px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=188&height=130&name=save-dashboard-mobile.jpg 188w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=375&height=259&name=save-dashboard-mobile.jpg 375w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=563&height=389&name=save-dashboard-mobile.jpg 563w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=750&height=518&name=save-dashboard-mobile.jpg 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=938&height=648&name=save-dashboard-mobile.jpg 938w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=1125&height=777&name=save-dashboard-mobile.jpg 1125w" sizes="(max-width: 375px) 100vw, 375px"></p> <div class="alert"> <p><strong>Let op:</strong></p> <ul> <li>Het is niet mogelijk om rapporten te maken met behulp van aangepaste objecten met AI.</li> <li>Rapporten kunnen niet worden gemaakt met meerdere objecten.</li> <li>AI ontwikkelt zich voortdurend en wordt steeds nauwkeuriger. Feedback van gebruikers kan de tool enorm helpen. 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