Version History for Reports

The Version History feature (available 2026-06-19) provides report writers with a way to track, compare, and revert changes made to reports.

Previous versions store the structure of a report, not the underlying data.

Track Every Save

Clicking Save Changes on a report will create a new version in the history. This includes:

• Timestamp: Exactly when the report was saved.
• User: Who made the changes.
• Snapshot: A full backup of the report's configuration (columns, filters, joins, and settings) at that moment.

Descriptive Labeling

Add custom labels to specific versions. For example, you might label a version "Baseline for 2024" or "Before adding complex logic." This makes it much easier to identify important milestones in a report's history instead of relying solely on dates.

Visual Comparison (Diffing)

Compare two versions of a report side-by-side.

• What changed? It highlights exactly what was added (in green) or removed (in red). You can see if a column was hidden, a filter was modified, or the sort order was changed.
• Compare to Current: You can compare any past version to the current state of the report you are working on.
• Compare to Previous: You can compare a version to the one that came immediately before it.
• Compact vs. Full View: You can choose to see only the parts that changed or the entire report definition.

Preview Mode

You can "Preview" a past version. This opens the report as it existed at that point in time in a separate tab. It allows you to run the report and see the data it would have produced without affecting the current live version of the report.

Restore and Rollback

If a report was accidentally broken or a new configuration isn't working as expected, you can "Restore" any previous version. This instantly reverts the current report back to the exact configuration of that past version.

AI-Powered Summaries

If your site has "Report Analysis" enabled, you can generate an AI summary of the differences. Instead of looking at technical configuration changes, the AI will provide a plain language explanation like:

"This version added the 'Date Closed' and 'Closing Reason' columns, and updated the date filter to only show cases from the last 90 days."