Quick Start (10 Minutes)

4. Quick Start (10 Minutes)

Use this quick start to validate environment readiness and complete one full cycle from query to run to save. This path is SQL Editor-centric and is ideal for SQL-oriented users. If you prefer Report Copilot, that workflow is described later in this document.

1. Open Reports -> SQL Editor.

2. In the left panel, select a familiar view such as v_properties or v_claims.

3. Enter a starter query:

SELECT *
FROM v_properties
LIMIT 100;

4. Select Run and inspect the results grid.

5. Format at least one output column (for example, currency).

6. Save the report as an unpublished personal report.

Optional: - If you use Report Copilot in Build Mode, open it from the toolbar, request a change or a new report, then run and save the result. - If you use Data Exploration Mode, start in Report Copilot and ask questions without touching the editor.

What to expect: This sequence verifies permissions, view visibility, SQL execution, result inspection, and save behavior.

5. Accessing SQL Editor

From the BriteCore main interface:

1. Open Reports in the left navigation.

2. Select SQL Editor.

3. Wait for available views and toolbar controls to load.

If SQL Editor is not visible, confirm role permissions with your administrator. If the menu appears but the view lists are incomplete, contact your administrator.