Report Copilot Prompting Patterns
Good Examples
- “List all closed claims in 2021 with claim number, closed date, loss state, and paid amount.”
- “Starting from Policy Renewals stock report, add agency name and filter to Texas policies only.”
- “Group claims by peril and month, return claim count and total paid, sorted by month.”
Follow-Up Prompt Examples
- “Remove claim_id and add full property address.”
- “Change grain to one row per policy per month.”
- “Keep all logic but only include rows where written premium > 0.”
Other Report Copilot Example Scenarios (Build Mode)
Scenario A: Fixed-Format Text Output
Request explicit file structure, including column order, delimiters, or widths, then confirm formatting requirements in follow-up prompts. Run and inspect output carefully, since formatting defects are often discovered downstream by consuming systems.
Scenario B: Use Specs or Documentation Context
Paste relevant specification details into the Copilot conversation, ask it to conform the SQL to the schema contract, and validate that generated fields and transformations match requested definitions exactly.