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, see Report Copilot: Core Workflow.
Run Your First Query
- Open Reports, then SQL Editor.
- In the left panel, select a familiar view such as v_properties or v_claims.
- Enter a starter query:
SELECT *
FROM v_properties
LIMIT 100;- Select Run and inspect the results grid.
- Format at least one output column (for example, currency) using the format selector above the column header.
- Save the report as an unpublished personal report.
Optional:
- To try Report Copilot, select Enable AI on the toolbar, ask for a change to the query or for a new report, then run and save the result.
- To answer a question without touching the editor, ask Report Copilot the question in plain language.
What to expect: This sequence verifies permissions, view visibility, SQL execution, result inspection, and save behavior.
Access SQL Editor
From the BriteCore main interface:
- Open Reports in the left navigation.
- Select SQL Editor.
- 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.
