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Report Summary

Include summary after SQL.

Last updated on

Default: On · Type: On / off

When enabled, the assistant adds a detailed summary after the SQL explaining what the report returns and any key metrics. Disable for SQL-only responses.

What changes

On adds a Report Summary block after the SQL: a plain-English overview plus a Key Features list; the SQL block is identical.

On

sql
SELECT    f.FaultID AS [Ticket ID],    f.Symptom AS [Subject],    a.aareadesc AS [Customer],    ts.TStatusDesc AS [Status],    f.DateOccured AS [Date Opened]FROM Faults fJOIN Area a ON a.AArea = f.AreaIntJOIN TStatus ts ON ts.TStatus = f.StatusWHERE f.FDeleted = 0    AND f.Status <> 9    AND f.DateOccured >= @startdate    AND f.DateOccured < @enddate

Report Summary:

Returns all currently open tickets within the selected date range, one row per ticket.

Key Features:

  • Filters to open tickets only (Status <> 9) with date range on DateOccured
  • Excludes deleted, merged, opportunity, and project records
  • Shows customer, site, assigned agent, status, ticket type, and priority
  • Priority resolved from the Policy table using both Seriousness and SLAID for accuracy
  • Date range applies to when the ticket was opened

Off

sql
SELECT    f.FaultID AS [Ticket ID],    f.Symptom AS [Subject],    a.aareadesc AS [Customer],    ts.TStatusDesc AS [Status],    f.DateOccured AS [Date Opened]FROM Faults fJOIN Area a ON a.AArea = f.AreaIntJOIN TStatus ts ON ts.TStatus = f.StatusWHERE f.FDeleted = 0    AND f.Status <> 9    AND f.DateOccured >= @startdate    AND f.DateOccured < @enddate

Where to change it

Set this under Profile → Prompt settings in the app. See all AI settings.

Brief Explanations

Show explanation before SQL code.

Bold Formatting

Use **bold** for headers and key points.

On this page

Where to change it