Use Run report to retrieve report results inside automation.
Example: Find the three largest spend variances
Scenario: Every month, IT finance reviews departments with largest actual-versus-budget differences.
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Choose saved spend variance report with cost center, month, actual, budget, and variance fields.
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Apply current-period filter. Choose a sort that brings largest variance to top and limit output to three rows if only top three are needed.
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Save results under a variable such as
variance_rows. -
Add Summarize or Instruction after report step to describe findings. Reference report output rather than asking agent to estimate amounts.
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Use Test run. Compare returned amounts with saved report before using output in notification or action.
Expected result: Three report-backed variance rows available for next step. If fields or figures differ, recheck report selection, existing report filters, additional automation filters, sort, and row limit.
Configure report
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Open automation in Admin > AI Studio > Orchestrate > Automations.
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Select + Add step > Run report.
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Under Saved report, select Change and search reports.
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Preview report dimensions and measures. Select Use this report.
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Set Save as variable name for downstream steps.
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Enable Write file to the agent scratch pad when later step needs full large result. Otherwise large tables may be passed as file rather than conversation text.
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Optional: Add filters, sort order, and row limit.
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Save and use Test run.
Filters and limits
Report filters apply in addition to saved report filters. Use Pick values for fixed filter or variable for dynamic value. Sort controls affect returned row order.
Row limit: Results sent to cube capped at 50,000 rows. Use smaller limit when only top items needed.
Check result
Open Run History after test. Verify saved report selection, filters, output shape, and next step receiving correct result.