Reports
Reports in GoPie
A report is a recurring deep-dive document: you define the business questions once, and GoPie generates a written analysis — narrative, charts, tables, and an executive summary — answering each of them against your data. Think of it as the document a great analyst would write, on demand.
Frozen, not live#
The defining property: a generated report is a snapshot. Its numbers, charts, and tables are captured at generation time and never change afterwards — unlike a dashboard, whose every tile re-queries live data.
| Dashboard | Report | |
|---|---|---|
| Data | Live — re-queries on every filter change | Frozen at generation time |
| Form | Interactive canvas of tiles | Written document with narrative |
| Answers | What's happening now | What was true then, with the analysis attached |
| Evidence | Each tile's SQL | Each section's SQL, plus citations into context documents |
| Best for | Monitoring | Month-end reviews, stakeholder updates, anything you'd cite later |
That permanence is the point: a report generated for the Q2 review still says exactly what it said in the Q2 review.
Know the anatomy#
A report has two layers:
- The definition — the title, an optional intent, the data sources (datasets and views), and the ordered list of questions, each bound to a source and optionally a chart. Editing the definition never touches existing documents.
- The snapshots (runs) — every generation produces a new numbered snapshot from the current definition and the data as of that moment. The report page lists them all: your run history is the historical record.
Each question becomes a section of the document: a heading, a written narrative, the frozen result table, an optional chart, and the SQL that produced it. An executive summary opens the document. Sections answered from context documents carry numbered citations back to the source files.
Know who can do what#
- Create — organisation owners and admins (the Reports tab says so if you can't).
- Edit the definition, generate snapshots, edit snapshots — owners, admins, and the report's creator.
- Delete a report or snapshot — the organisation owner or the report's creator. Deleting a report removes all its snapshots (type the report's name to confirm).
- Read — everyone in the organisation with access to the project.
Continue with Creating a report, then Snapshots, editing & export.