Starting from a Stock Report

For expert users, stock reports are often the fastest path to production-quality output because core logic, joins, and business framing are already established.

1. Select Open.
2. Filter or select a stock report, for example, Policy Renewals.
3. Load the report into the editor.
4. Review the SQL and required parameters.
5. Run it once unchanged to validate baseline behavior.
6. Apply incremental modifications and rerun.

What to expect: Stock reports reduce startup time, but they are not a substitute for validation. Always confirm the baseline assumptions, then apply scoped changes and compare output before and after each modification.

Stock Report Conventions

Stock reports follow a few conventions that are worth keeping when you modify them:

• Date-driven reports use an EndDate (labeled As of Date) parameter and, where a range is needed, a StartDate parameter. Many stock reports keep StartDate hidden with a default of 1900-01-01 so the report covers everything up to the As of Date.
• Reports that read balances as of a point in time also declare an AsOfDate parameter. By default it is hidden and takes its value from EndDate, so the user only enters one date. You can make it visible or change its default like any other parameter.
• Column aliases use backticks (for example, `Policy Number`), not single quotes.
• Output columns are already assigned a display format (currency, date, percent, and so on). If you add columns, set their format before you save. See Formatting Output Columns.

For the full list of stock reports and their parameters, see the Report List in your site.