Skip to main content

Generate custom ShareGate Protect reports with AI

Use natural language to create reports in ShareGate Protect.

Updated yesterday

ShareGate Protect lets you generate reports by describing what you want in plain language, instead of manually selecting an object type, filters, and columns.

For example, you can type something like "Show inactive Teams for 180 days with external sharing links," and ShareGate Protect will automatically configure and run the report.

How it works

When you submit a query, ShareGate Protect sends it to Azure OpenAI. The AI translates your request into a structured query, which Protect then runs using its existing reporting engine.

The AI acts strictly as a translation layer. It does not access, read, or process any of your Microsoft 365 tenant data.

The only inputs it receives are your typed query and a static schema definition that describes available report objects, filters, and columns. Your tenant data never leaves Protect's own data pipeline.

Generate a report with AI

  1. Select Reporting from the sidebar.

  2. Click Generate with AI.

  3. Type a description of the report you want, or select one of the suggested queries.

  4. Review the generated report. You can refine it by adjusting its filters and columns as you would with any other report.

  5. To keep the report for later use, click the pencil icon next to its title to rename it, then click Save.

Note: Each query is processed independently. The AI does not retain context from previous queries in the same session.

The generated report uses the same object types, filters, and columns as any other report in ShareGate Protect.

For more information, see Reporting overview.

Limitations

  • Filter logic supports AND conditions only. OR conditions and complex AND/OR combinations are not currently supported.

  • Queries that fall outside ShareGate Protect's reporting will return an error.

  • Complex queries may produce partial results. When this happens, ShareGate Protect generates a report for the valid portion of your request and flags the part it could not process.

Data and privacy

The AI feature is powered by Azure OpenAI, a managed Microsoft service hosted in the same Azure regions as the rest of ShareGate Protect (North America and EU).

What the AI receives

What the AI does NOT receive

Your typed query

Any Microsoft 365 tenant data

A static schema definition (available report objects, filters, columns)

Files, emails, user content, or permissions

Per Microsoft's Azure OpenAI data policies, prompt data (your query and the static schema) may be retained for up to 30 days for abuse monitoring purposes. It is not used to train or improve AI models.

For more information, see our Terms of service, Privacy policy, and List of sub-processors.

Did this answer your question?