Reports

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The Personal Data Warehouse allows you to create Microsoft SQL Server reports from your Tables and Views.

You can access reports from the Reports page.

You can load an existing report by selecting it in the Select Report dropdown. The report can be displayed by clicking the Execute button.

• Note: If you do not have any saved reports, the dropdown will not appear. The only option will be to create a new report using the Report Wizard.
• Note: You cannot create a report if you do not have at least one table or view saved.

Report Options

After a report is created or selected, the following options are available:

• Report Wizard: Opens the Report Wizard dialog.
• Execute: Runs the report and opens it in the View Report window.
• Delete: Opens a confirmation dialog. Clicking Yes will delete the currently selected report.
• Export: Exports the report as an .rdl file, which can be opened in Microsoft Report Builder.
• Import: Imports an .rdl report file that was exported from Microsoft Report Builder.

Report Wizard Dialog

The Report Wizard dialog allows you to select an existing table or view. After selecting a table or view, click the Select button.

The New Report dialog will appear. Enter a name for the report and click the Submit button. You can then run the report by clicking the Execute button.

View Report Dialog

After a report is executed, it opens in the View Report dialog. The following options are available:

• Previous / Next:
  - Previous moves to the previous page in the report.
  - Next moves to the next page in the report.
• Zoom In / Zoom Out:
  - Zoom In makes the report appear larger.
  - Zoom Out makes the report appear smaller.
• AI: Opens the AI Prompt dialog.
• Print: Opens the print dialog to print the report.

AI Prompt Dialog

The AI Prompt dialog allows you to provide instructions to generate changes to the report.  Select the "Auto-Fix" option in the dropdown to determine if the AI will validate the structure of the report it creates and take extra time to try to fix any problems it finds (this wil take longer).

The updates will appear in the report window after you click the Submit button.

Note: You must have an AI service configured in Settings to use this feature.

Microsoft Report Builder

For instructions on using Microsoft Report Builder with the Personal Data Warehouse , see the video: Using Report Builder to Customize Reports.

Note: To edit your report using data preview in Microsoft Report Builder, the Personal Data Warehouse must be running on the same computer as Microsoft Report Builder.