Report Copilot: Core Workflow
13. Report Copilot: Core Workflow
13.1 Report Copilot Overview
Report Copilot is an AI-powered assistant within SQL Editor that helps you author reports in two modes:
Build Mode - structured guidance to create a complete, executable report from plain English.
Data Exploration Mode - instant answers to questions in natural language.
13.2 Accessing Report Copilot
Open SQL Editor (or an existing report in the editor).
Click the Report Copilot button in the toolbar (labeled with a sparkle icon).
Choose Build Mode or Data Exploration Mode.
13.3 Build Mode Workflow
Build Mode guides you through a structured questionnaire to generate a polished report:
Describe your need - "I want to analyze active policies by state."
Answer questions - The system asks about grain, filters, aggregations, and output columns.
Review and refine - The generated SQL is shown; you can iterate or accept it.
Run and save - Execute the report and save when satisfied.
13.4 Data Exploration Mode Workflow
Data Exploration Mode answers questions ad hoc without building a formal report:
Ask a question - "How many claims are open by peril?"
Get results immediately - The system generates and runs the query.
Refine on the fly - Use natural language to adjust filters, fields, or grain.
Save as a report (optional) - If you like the results, convert them to a saved report.
13.5 Best Practices for Copilot
Be specific - "Top 10 policies by premium" is clearer than "large policies."
Mention business context - "Count claims open for more than 30 days" provides better guidance.
Review generated SQL - Always inspect the output before running or saving.
Iterate, don't start over - Use natural language refinement rather than restarting Build Mode.