Report Settings

The file type a report produces, whether empty reports are sent, and AI summaries.

The Settings tab controls what kind of file the report produces and what goes in it, and holds the feed that execution errors are written to.

An Analytic Rule has a Settings tab of its own, holding what the rule declares about itself. A report has none of those settings, because it delivers a file rather than detections.

File Type

Field Description
File Type The format of the file the report produces.

Four formats are available.

Format Notes
CSV Comma delimited. For something else to read.
TSV Tab delimited. For something else to read.
Excel Includes an additional Info sheet recording the report name, description, and execution times.
Markdown For a person to read.

Choose Excel or Markdown where a person will read the report, and CSV or TSV where something else will consume it. The Excel Info sheet is worth knowing about, because it is where the recipient can see which period the report actually covers.

Send Empty Reports

Field Description
Send Empty Reports Whether a report whose query returned no rows is still delivered.

There is a real choice here. Delivering empty reports means the recipient knows the report ran and there was nothing to say, rather than being left to wonder whether it failed. Suppressing them avoids a stream of empty files for a report that is usually quiet.

Only emptiness suppresses delivery. A report that returned rows is always delivered however this is set, and a report that is suppressed is still recorded in the execution history as having run.

AI Summary

A report can ask a model to summarise the data it produced and deliver that summary with the report.

Field Description
AI Summary Whether to ask a model to summarise the report’s data.
AI Summary Model The model to ask. Where this is not set, the model configured for Ask Stroom AI is used.
AI Summary Prompt What to ask about the data. Where this is not set, a default prompt asks for a short summary of what the data shows and anything worth attention.

Where the summary ends up depends on the file type, since CSV and TSV cannot carry prose without breaking them for whatever reads them.

File Type Where the summary goes
Excel An AI Summary sheet.
Markdown An AI Summary section after the table.
CSV, TSV A separate Markdown file delivered alongside the report.

The summary is also available to email templates as aiSummary and is recorded as a ReportAiSummary entry in the stream meta where the report is delivered to a feed.

Feed for Errors

Field Description
Feed For Errors The Feed that errors occurring during execution are written to. Use Set Default to use the feed configured for the system.