Running and reviewing a report

Run a report for a period, read each take, check where its figures came from and ask the Xpert for changes.

Scheduled reports run on their own. You can also run any recent period by hand.

Before you begin

The report needs a published version. Until it has one, the button reads Run… (publish v1 first). See Creating and designing a report.

Run a report for a period

1. Open the report from Analyse > Reports.

2. Click Run….

3. Choose the Period. The newest period is first, and periods that have not started yet are not offered. A period that has already run is marked already run: running it again makes a new take, and the current one stays in the history.

4. Click Run.

The new take appears in the timeline as Running, and the page shows Still working… until it finishes. If the period is already running, XpertOS opens the running take instead of starting a second one.

Read the report page

The Timeline on the left of the page lists each edition by period, with its takes newest first, and each published version with its change note. Click a take to open it on the right. The take shows its version and status, for example v2 · Delivered. A number beside a take shows how much feedback is waiting on it. To see older history, click Load older. The timeline labels each period by its week number, for example 2026-W27, while the take itself shows the dates, for example w/c 29 Jun 2026.

At the top of the page, Run… runs a period, Copy starts a new report from this one, and Design opens the design workspace.

Under the timeline, Data shows the Xtremepush instance the report reads from (Data source; click it to change it), and Delivery holds the delivery settings.

A take written by an earlier version says so, for example Written by v1; the report is now on v2.

When a take is ready for review, or a take fails, the report's owner gets an Inbox item and an email.

Charts and tables on the page are interactive: hover over a chart to see its values, and sort or search a table where the page offers it.

Scheduled runs and runs from a flow use only your account's data, such as Intelligence and synced campaigns. They cannot use anyone's personal connections, such as the owner's Google Drive.

Check where a figure came from

1. Click Data sources above the take, or click a figure on the page.

2. Check the pane's header for the take, its period, the time zone and when it was generated, then each dataset's source, comparison and when it was refreshed. Expand a dataset to see the SQL as it ran, the values Bound for this period and its First rows.

3. Click Download CSV to download that dataset's stored rows, or Ask about this to open the Assistant on the figure.

Everything in Data sources comes from the data stored with the take, and nothing runs again to show it. Ask about this opens a new Assistant conversation about the figure. The Assistant knows the report and its data, so you can carry on with follow-up questions, for example asking for a trend over time.

Ask for a change

You can give feedback on a finished take, and the report's Xpert will propose an edit for you to accept. Xperts can also suggest changes while they write a take; these appear in the same list.

1. Open the take.

2. In Feedback, describe what should change, for example Split the opens chart by channel, and click Add feedback or press Enter.

3. Wait for the Xpert's proposal. It explains the change and lists what it does, for example that it adds a dataset.

4. Click Preview to see the take Without the change and With the change side by side.

5. Choose what to do:

   Option	What happens
   Just this edition	Runs this period again with the change. Other editions and future runs are not affected.
   Going forward	Publishes the change as the next version. Future editions use it, and this edition keeps what it said. To rewrite this edition with the new version too, click Re-run this period.
   Dismiss	Closes the feedback without a change.

If the report has moved on to a newer version since the proposal was made, the proposal says Proposed against an older version of this report and you cannot apply it: dismiss it and ask again. Going forward is also unavailable while a draft is open in the design workspace.

Troubleshoot a failed take