Snapshots, editing & export

Every generation produces a numbered snapshot — a frozen document. The report page is the run history; each snapshot is the deliverable.

Track the runs#

The report page lists snapshots newest-first with a status each: Queued → Generating → Complete (or Failed, with the error). Generate now starts a fresh snapshot from the current definition; one runs at a time per report. A snapshot whose individual question fails still completes — the failed question becomes a section marked as such, never a lost document.

Snapshots accumulate until you delete them (row menu → Delete snapshot) — there's no automatic expiry, so the history doubles as an archive of what the data said over time.

Read the document#

A completed snapshot opens as a document:

• Executive summary — the AI's synthesis across all sections, up top.
• Sections, one per question, in your order: a heading, a written narrative of the finding, the frozen result table, and the chart if you asked for one. Charts and tables are baked at generation — they render instantly and never drift.
• Provenance everywhere — each section records the SQL that produced it and the source it ran against; sections grounded in context documents carry numbered citations that link to the exact source files at the bottom of the document.

Edit a snapshot#

Generated prose is a draft you're allowed to improve. With edit permission, the document itself is editable in place — the executive summary, section headings and narratives (markdown), chart titles, and which table columns show. You can also Add question between sections: GoPie answers it against the current data and splices the new section in.

Two safety nets:

• The first edit preserves the original — Revert to generated restores it anytime.
• The snapshot records when it was last edited and by whom, so an edited document is never mistaken for raw AI output.

Export to PDF#

Export PDF in the snapshot header produces the portable version. The dialog offers portrait or landscape, which figures to include, and a row cap per table (50–500) — the summary and written analysis are always included, with a page estimate before you commit. PDF is the export format; for machine-readable data, export the underlying rows from the datasets themselves.

Tip

Wide tables read far better in Landscape — the dialog warns you when a table is likely to overflow portrait width.