Viewing Raw Data and Exporting Reports from TatvaAI
Updated 8/31/20262 min read
Summaries are useful, but sometimes a business user needs to see — or share — the actual underlying data. TatvaAI supports both viewing raw data behind an answer and exporting it for further use.
Viewing the Data Behind an Answer
Every answer from TatvaAI comes with a "Data preview" showing the row count (such as "24 rows") and a "View data" option. Clicking this opens the full result set as a table, letting users scroll through every row that fed into the summary.
Searching Within Loaded Data
Once a result table is open, a search field lets users filter loaded rows directly — useful for quickly finding a specific customer, material, or transaction without re-asking the original question.
Exporting to CSV
Result tables typically include an "Export CSV" option, allowing users to download data for further analysis in a spreadsheet tool, or to share with colleagues who may not have TatvaAI access themselves.
When to Export vs. When to Ask a Follow-Up
If a user just needs a slightly different cut of the same data — such as filtered by a different date range — a follow-up question in chat is usually faster. Exporting is more useful when the data needs to move outside TatvaAI entirely, such as into a presentation or an external audit file.
Practical Use Case
An accounts receivable clerk asks TatvaAI for a list of open payments for a specific customer, reviews the individual transactions in the data table, and exports the result as a CSV to attach to an internal reconciliation email — all within the same workflow.
FAQ
Q1: How can I see the data behind a TatvaAI answer?
Use the "View data" option shown alongside the data preview.
Q2: Can I search within a result table?
Yes, a search field lets you filter loaded rows.
Q3: Can I export data from TatvaAI?
Yes, typically via an "Export CSV" option on result tables.
Q4: When should I export instead of asking a follow-up?
When the data needs to be used outside TatvaAI, such as in a report or email.
Q5: Does exporting change the underlying ERP data?
No, exports are read-only copies of the query result.
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