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Reporting User Guide

Open and run a report

Open Reporting and choose an active report from the left catalogue. The header identifies the immutable report revision that will be used. Select a summary, detail, or pivot shape, choose dimensions and measures, enter any report parameters, and select Run.

Only rows authorized for the current tenant and principal reach the query engine. A successful result shows its authorized row count, visualization, and table. When a saved chart does not match an ad-hoc query, Reporting shows the accessible table fallback instead of changing or rejecting the query.

Inspect evidence

The right panel lists previous runs and definition/source pins. Select an earlier run to inspect its retained result. Content and output hashes identify the exact definition and output. Warnings explain freshness, inferred schema, or provider diagnostics. A failed quality gate records a failed execution and does not publish a result.

Save and export

Use Save current view to keep the current query under your account. Saved views do not alter the report definition. CSV and JSON downloads contain only the authorized result of the selected execution. CSV values that begin with a spreadsheet formula marker are escaped.

Users with scheduling permission can create an hourly, daily, weekly, or 30-day interval from the current revision, parameters, and query. Scheduled runs continue to use those exact pins until the schedule is edited.