Version Control

Every publish captures a snapshot of the report and everything on it.

When you publish a report, PersivX writes a complete snapshot — the report layout plus every visualization's attributes, query config, visual config, and models used — and stamps it with a version number.

Versions Advance Only on Real Changes

Before creating a new version, PersivX compares the current state against the previous snapshot. If nothing has actually changed, no new version is created and the existing one stands.

💡 Why This Matters Publishing repeatedly — because you were unsure whether a change saved, or because publishing is part of a routine — doesn't inflate the version history. The version number tracks meaningful changes, not publish attempts.

Environments

A report always has a working state, referred to as dev, plus a published state per environment. Without a release pipeline, publishing goes straight from dev to prod. With a pipeline, each stage is its own environment and each one holds its own published version.

For each environment PersivX records:

FieldMeaning
versionThe version number currently live in that environment.
lastUpdatedAtWhen that version was published there.
â„šī¸ Promotion Carries the Version, It Doesn't Create One Publishing from dev may create a new version. Promoting an already-published version from one pipeline stage to the next carries the same version forward — so the artifact that was tested is the artifact that reaches production.

Version Comments

A version can be saved with a comment describing what changed. Comments are stored with the snapshot and shown in the version history, which is the difference between a list of numbers and a usable audit trail.

Viewing History

The version history lists the versions recorded for a report along with their comments. Where a report has a release pipeline, you can also see which version each stage currently holds and, if you have rights on that stage, switch between them.

Visualizations Are Versioned Too

Publishing a report versions every visualization on it — including visuals nested inside sections and tabs. A report snapshot is therefore self-contained: it captures the whole composition, not just the page layout.

💡 Related To move a report between PersivX instances rather than between environments, see Export & Import Reports.