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The Prism editor is a workspace for asking questions about your Yorlet data. You can write SQL, start from a template, or describe the report to the built-in SQL assistant. If you have never used SQL, begin with SQL and AI for beginners. Prism is read-only, so running a query cannot change or delete your Yorlet records.

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Find your way around

Open Prism. The workspace has:
  • Queries — start a new query, reopen a saved query, see schedules, or return to a recent run.
  • Schema — search the tables and columns available to query.
  • Templates — choose a ready-made starting point for a common report.
  • Editor — view and change the SQL.
  • Ask assistant to edit this query — describe a change in plain English.
  • Results — inspect the answer as a table or chart.
The status line shows Data as of, which is when the snapshot was last built. Standard refreshes overnight; Premium refreshes every hour. If it says Snapshot not built yet, wait for the first snapshot before running a query.

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Run your first query

The easiest first query is a template:
  1. Open the Templates tab.
  2. Search for Vacant units and click the template.
  3. Read the SQL that appears in the editor.
  4. Click Run, or press ⌘ ↵ (Control Enter on Windows).
  5. Check the returned rows in Table.
  6. Ask the SQL assistant to make a small change, such as Show the default rent in pounds and put the highest rent first.
  7. Click Run again and check the new result.
Choosing a template fills the editor but does not run the query. This gives you a chance to review or change it first.

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Create a query from a question

To build a query without a template, follow these steps:
  1. Click New.
  2. In Ask assistant to edit this query, describe the result you need.
  3. Press Enter.
  4. Check the generated SQL and explanation.
  5. Click Run.
  6. Check the filters, dates, amounts, and row count in the result.
  7. Ask for one change at a time until the result is right.
For prompt examples and a plain-language explanation of SQL, see SQL and AI for beginners.
The SQL assistant changes the editor but does not run the query. You remain in control of when the query runs.

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Run options

Click Run for the normal result. Open the menu next to Run for:
  • Run with 1,000 row limit — useful while testing a broad query.
  • Run with 100,000 row limit — requests a larger result, although the editor still displays no more than 10,000 rows.
  • Download full result — appears when a full-result file is available.
Queries can take up to 30 seconds on Standard and 60 seconds on Premium. If you are testing, narrow the date range or use the 1,000-row option first.

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Read the result

The result bar shows:
  • The number of rows returned.
  • truncated when more rows matched than the editor can show.
  • How long the query took.
  • Data as of, so you know how recent the data is.
Use Table to inspect individual rows. A value of null means that detail was empty or not available on that record. Use Chart when the result contains at least one number column. Then choose:
  • Bar or Line for the chart type.
  • X axis for the labels along the bottom.
  • Values for one or more number columns to plot.
Charts plot the first 100 returned rows. If the result is longer, change the SQL to group, sort, or limit it so the first 100 rows represent what you want to show.
Ask the SQL assistant to “return one row per month” or “group this by Building” before making a chart. Summarised results usually produce clearer charts than lists of individual records.

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Download a CSV

Click CSV to download the rows currently available in the editor. The file uses the query title as its name. The editor displays at most 10,000 rows. On Premium, Full result appears when Prism has prepared the complete result for a truncated query. Use this when you need rows beyond the editor limit. Before sharing a CSV, check that it contains only the personal and financial information the recipient needs.

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Name, format, and save

  • Click the query title or pencil to replace Untitled query with a clear name.
  • Click Format to tidy the SQL without changing what it asks for.
  • Click Save to keep a named query, or Save changes after editing one.
  • Open Run history to return to a recent query.
Use a name that says what the query includes and, if useful, its time period. For example, Active tenancies ending in 90 days is clearer than Tenancy report. See Save and schedule to reuse a query or have Prism email the result automatically.
Amounts are in pence. Divide by 100 for pounds. Timestamps are in UTC.

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Fix a query that failed

If a query cannot run, Prism shows the error under This query couldn’t run. To fix it, follow these steps:
  1. Read the error if it is clear, such as a misspelt column name.
  2. Click Fix error or Fix with assistant to send the SQL and error to the SQL assistant.
  3. Review the changed SQL.
  4. Click Run again.
On Standard, you have 25 AI SQL generations each calendar month. Premium is unlimited. Asking the SQL assistant, Fix error, and Fix with assistant each use one generation. For a one-off question, you can also ask the Yorlet Assistant to draft and run a Prism query in chat.

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Query across accounts

In organisation view, open Prism. Use Query scope in the header to choose where the query runs:
  • All accounts — every account in the organisation that has Prism enabled.
  • Groups — the Prism-enabled accounts in that group.
  • Accounts — tick the accounts you want.
Accounts without Prism are labelled Prism not enabled and cannot be selected. Each account still needs its own plan. Queries use this account’s Prism plan for refresh, row limits, and AI SQL assist. Every table includes account_id. Ask the SQL assistant to include or group by account when you need to tell the results apart. Changing Query scope clears the previous result so you do not mistake it for the new selection.
The Yorlet Assistant runs a Prism query for the account you are currently using. Use the organisation Prism editor when you need a cross-account query.

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What you can write

Use a single SELECT (or WITH … SELECT). Prism will not run statements that change data or attach other databases. Use Tenancies for rent roll and occupancy. Use Applications for the leasing pipeline.

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If the result does not look right

  • No rows — make the date range wider, check the status filter, and confirm Data as of.
  • Too many rows — add a date, status, Building, or account filter.
  • Duplicate-looking rows — a query may be joining one record to several related records. Ask the SQL assistant to explain the join and return one row per record.
  • Amounts look 100 times too large — ask for pounds rather than pence.
  • The chart is unavailable — make sure the result includes a number column.
  • The chart is crowded — group the data into fewer rows, such as one row per month or Building.
  • The query times out — test a shorter date range or fewer columns, then widen it gradually.
  • Recent changes are missing — check Data as of; the snapshot may not have refreshed yet.