Platform-Specific Features

This section describes the Platform-specific features available in Hubble Desktop. These features leverage cloud-based services and integrated content to streamline workflows and improve productivity. New features are added with each release; refer to the release notes for details of what was introduced in each version.

Note: All features in this section require Platform authentication and are not available in Standard version installations. Administrators should ensure that users have the appropriate Platform license type and permissions before use.

Content Packs in Hubble Desktop

Hubble Desktop includes integrated content packs for Platform users, providing you with immediate access to pre-built, ready-to-use reports. These content packs reduce manual reporting effort and enable faster business insights with minimal setup time. Each content pack contains pre-configured reports with working drilldowns and data mappings for a specific business process.

The following content packs are available:

• Order to Cash - available from Hubble Desktop version 25.4 and later
• Purchase to Pay - available from Hubble Desktop version 26.1 and later

Note: Content packs require Platform authentication and are not available in Standard version installations. Administrators should ensure that users have the appropriate Platform license type and permissions to access these features.

Accessing a Content Pack

To access a content pack:

1. Log in to Hubble Desktop as a Platform user.
2. Navigate to the Documents section in the Hubble Administrator tool.
3. Locate the relevant content pack folder in the documents tree:
   • Order to Cash Content Packs
   • Purchase to Pay Content Packs
4. Expand the folder to view the available pre-built reports.

Content packs are automatically imported during the first login after installation, making them immediately available for use.

Working with Content Pack Reports

Content pack reports are designed to be ready-to-use but can be customized to meet your specific business requirements.

• Reports can be run immediately without additional configuration.
• Drilldowns and data mappings are pre-configured to ensure accurate data navigation across all reports in the pack.
• To preserve the original pre-built reports, save any modifications as new copies.
• When you attempt to update an existing content pack report, the system prompts you to create a new copy, keeping the original report unchanged.
• Custom copies can be saved to any folder outside the content pack structure.

Content Pack Permissions

• By default, content pack folders have restricted permissions to preserve report integrity.
• You can view and run reports within the content packs according to your assigned roles.
• Modification of original content pack reports is restricted; you must create copies for customization.
• Administrative permissions are required to manage content pack folder settings.

Important Notes

• Content packs are automatically updated during major version upgrades to ensure you have access to the latest report templates.
• Renaming or moving content pack folders is not recommended, as this may affect automatic updates, drilldown references, and data mappings.
• Custom reports created from content pack templates remain independent and are not affected by content pack updates.
• Content packs require Platform authentication and are not available in Standard version installations.

Order to Cash Content Pack

The Order to Cash content pack provides pre-built reports covering key Order to Cash business processes, including customer orders, shipments, invoicing, and receivables. It is available from Hubble Desktop version 25.4 and later.

Purchase to Pay Content Pack

The Purchase to Pay content pack provides pre-built reports covering key Purchase to Pay business processes, including purchase requisitions, purchase orders, goods receipts, supplier invoices, and payments. It is available from Hubble Desktop version 26.1 and later.

Lineos AI Assistant in Hubble Desktop

The Lineos AI Assistant provides intelligent, context-aware help within Hubble Desktop. This AI-powered tool answers questions, provides documentation references, and assists with common tasks without requiring navigation away from the current workspace.

Prerequisites

Before using the Lineos AI Assistant, ensure the following requirements are met:

• Hubble Desktop version 25.4 or later is installed
• Platform version license is active
• Network connectivity is available for AI Assistant communication

Accessing the Lineos AI Assistant

To open the Lineos AI Assistant:

1. Locate the Ribbon at the top of the Hubble Desktop interface.
2. Click the Lineos icon in the Ribbon toolbar.
3. The AI Assistant panel opens as a non-blocking dialog or side panel.

The assistant remains accessible while performing other operations within Hubble Desktop, including report execution and data analysis.

Using the Lineos AI Assistant

Once the assistant panel is open:

1. Enter a question or query in the text input field. Examples include:
   • "How to create a chart?"
   • "What are the steps to configure a data source?"
   • "How to export a report to PDF?"
2. Press Enter.
3. The assistant displays relevant answers and documentation links.
4. Click on provided links to access detailed documentation or related resources.

Working with Multiple Operations

The Lineos AI Assistant supports parallel operations:

• Reports continue to run while queries are processed.
• Multiple queries can be submitted sequentially without interrupting active tasks.
• The assistant panel can remain open while navigating through different sections of Hubble Desktop.

Interface Notes

The Lineos AI Assistant interface maintains consistency with the Hubble Web version:

• Colors, fonts, and spacing match the established design system
• Responses appear in a clear, readable format
• Links and references are displayed prominently for easy access

Best Practices

To maximize effectiveness when using the AI Assistant:

• Frame questions clearly and specifically for more accurate responses.
• Review provided documentation links for comprehensive information.
• Use the assistant for quick reference while working on complex tasks.
• Keep the assistant panel open during extended work sessions for immediate access to help.

Report Assist in Hubble Desktop

The AI-Powered Template Discovery system integrates with insightsoftware AI Services to provide natural language-based template recommendations and creation assistance within the Hubble platform. This feature enables you to discover report templates using intuitive, conversational queries.

Note: Report Assist is available from Hubble version 26.1 onwards. The Lineos AI Assistant described in the preceding section is available from version 25.4.

Prerequisites

Before setting up Report Assist, ensure your account has one of the following:

• Administrator Group membership, OR
• Setup Report Assist capability

Set Up Report Assist

1. Open the Administrator tool and log into your repository.

2. Navigate to Capabilities > Advanced > Administration > Repository Management > Setup Lineos.

   

3. Select the Setup Lineos option.

   Note: If the Setup Lineos option is not visible in the Administrator menu, confirm that your account has either Administrator Group membership or the Setup Report Assist capability assigned.

   

4. Follow the on-screen prompts to complete the setup.

The setup process performs the following operations:

• Enables Report Assist functionality in the Lineos MFE
• Initializes application metadata required for Report Assist operations
• Configures the integration between insightsoftware AI Services and the Reporting Tool

Important: The setup process must be completed before Report Assist features become available to you and your team.

Access Report Assist

After the setup completes successfully:

1. Open the Hubble Desktop (Reporting Tool).
2. Navigate to the Lineos section.
3. Select the Report Assist tab.

The Report Assist tab provides the interface for interacting with the AI-powered template discovery and creation features.

Use Report Assist

You can describe your reporting needs in plain language and the AI will recommend appropriate templates. For example, entering a description such as "budget versus actuals by department" returns relevant template suggestions without requiring you to know the exact template name.

Troubleshooting

Report Assist tab not visible after setup

Symptoms:

• Report Assist tab missing from the Lineos section
• No AI assistance options available

Solution:

1. Verify that the setup completed successfully.
2. Confirm that your account has the appropriate access permissions.
3. Log out and log back in.

Setup Lineos option not visible in Administrator

Symptoms:

• Setup Lineos option not visible in the Administrator menu
• Access denied error when attempting setup

Solution: Confirm that your account has either Administrator Group membership or the Setup Report Assist capability assigned.

Setup fails or returns errors

Symptoms:

• Error messages during the setup process
• Setup does not complete successfully

Solution:

1. Check system logs for detailed error messages.
2. Verify connectivity to insightsoftware AI Services.
3. Contact support with the error details.