Versioning

Versions are immutable snapshots of a report at a specific point in time. They serve as stable reference points for deployments.

What a Version Contains

A version is a complete package:

Component	Description
Layout	Page format, margins, orientation
Pages & Panels	All pages with their content elements
Parameters	Report parameters with default values
Data Set Snapshots	All referenced data sets with their queries

The data set queries are frozen at the time of version creation. Even if someone changes a data set’s query afterwards, the version still contains the original query.

Creating a Version

1. Open the report in the designer
2. Click Save Version
3. The version number is automatically incremented (v1, v2, v3, …)

When saving, the following happens:

1. The current report state (layout, pages, parameters) is captured
2. All data sets referenced in panels are loaded
3. Their queries are embedded as snapshots in the version

Working Copy (Report + live Data Sets)
    │
    ▼  "Save Version"
Version v1 (Report snapshot + Data Set query snapshots)

Inspecting a Version

In the Version History Drawer (right side of the designer), you can expand each version to view the included data sets with their snapshotted queries. This lets you see exactly which queries are part of which version.

Rollback (Restore)

A rollback restores the working copy to the state of an earlier version:

1. Open the Version History Drawer
2. Select the desired version
3. Click Restore

Version v1 (previous state)
    │
    ▼  "Restore"
Working Copy = Layout + Pages + Parameters from v1
Data Sets = Queries reset to v1 snapshot state

Caution

A rollback also resets the data set queries to their snapshotted state. Since data sets are shared resources, a rollback of Report A can also affect data sets used by Report B.

Already deployed versions of other reports are not affected — they have their own query snapshots.

Relationship with Deployments

Versions are the foundation for deployments. Only after a version exists can it be deployed to an environment. The deployed version determines which queries and layout are used when exporting a PDF with that environment.

More on this in Deployments.