Reports and Exports
Export your project data and use Revisions to apply new or updated insight definitions to past conversations.
Export project data
Once you've configured a project, the Reports tab is where you find the aggregated AI analysis across every in-scope conversation.
To export the project's data:
- Open the project and stay on the Reports tab.
- Use the filter bar at the top (date range, teams, tags, meeting status) to narrow down what you want to export.
- Click the Download icon in the top-right toolbar.
Harmony shows an "Export started" toast immediately, followed by "Your CSV file will download shortly". The download is delivered through your browser as a CSV with one row per conversation and one column per insight definition.
The Download button is enabled only when at least one definition exists. Empty projects show the tooltip "No insights defined for this project."
You can also export the insight detail view for a single definition: open the card from the Reports tab and click Download in the detail view's toolbar. That export is scoped to the filters you have applied in the detail view.
Reports today export as CSV. CSV is compatible with Microsoft Excel, Google Sheets, and most data-visualisation tools.
Pin a project
If you check the same project every day, pin it to keep it handy in the sidebar.
- Open the project.
- Click the Pin button in the project header.
- Harmony adds the project under the Data Lake section in the left sidebar.
Reprocess past conversations: the Revisions tab
When you add a new definition, change an existing one, modify a project criterion, or change the project's language or knowledge, past conversations are not retroactively analysed. To apply changes to past meetings, use Revisions.
The Revisions tab (?tab=revisions) is where you start and review reruns. It is only visible when the reports-rerun-tab feature flag is enabled for the workspace, and triggering a rerun requires the pipeline-rerun:execute:all permission. Without the permission, the New revision button is hidden and you only see existing revisions read-only.
In the Revisions tab, you will find a paginated interface where each row corresponds to a specific revision that has been run for your project's conversation analysis. Every revision is accompanied by a status badge, giving you an at-a-glance understanding of its current state.
When you look through the list, you may notice several different status badges, each reflecting a unique phase or outcome of a revision. If a revision is marked as Live (often indicated by a gold star), it means this particular revision is the one currently in force—its results are the ones powering the Reports tab, feeding the API, and generating CSV exports. The Processing badge lets you know that a rerun is currently underway or is queued for execution. When all jobs within a revision finish successfully, it is shown as Completed, while a Completed with errors badge means that although the revision finished overall, some conversations could not be processed correctly and encountered errors. If the revision is marked Failed, this indicates the rerun as a whole did not complete due to a significant error in processing. In some cases, a revision might show a No conversations badge; this happens if the scope of the revision matches zero conversations, and so nothing was reprocessed. Lastly, you might encounter a Draft status—this means the revision has concluded the processing work, but has not yet been officially published or made live; this allows you to preview and review results without impacting your active reports.
Creating a new revision—sometimes referred to as “rerunning” historic data—is a guided process with three distinct steps to ensure accuracy and clarity. To start, click the New revision button at the top of the Revisions tab. Harmony will then prompt you through a clearly structured flow, consisting of a form, a preview, and execution.
In the Form step, you’ll configure the parameters for your rerun. You can choose which meetings to include based on the date range, typically defaulting to the last seven days but with an option to select from preset ranges such as the last 7, 30, or 90 days, or to define a custom range. The maximum you can select at one time is 90 days. You’ll also decide which part of the data processing pipeline should be redone: using the default “Auto” mode allows Harmony to decide the necessary scope for recalculation, but you can also choose to start over from the Transcription stage (which runs the whole pipeline), only reprocess the Extractors (for recalculating extractors and insights), or just redo the Insights portion, which is fastest and least resource-intensive. You have further control to filter by conversation status—for example, to only rerun incomplete conversations—and the option to also include conversations that have already been completed, if you want to apply new or updated insight definitions to meetings that have been processed before. An advanced options toggle makes it possible to see even more granular settings, such as a checklist by status or a “force” override, for power users.
The second stage, Preview, acts as your final review before committing changes. Here, Harmony provides an exact count of how many conversations would be affected based on your chosen settings, giving you an opportunity to make further adjustments to the form if the batch is too large or too small, or if you need to further refine your selection.
Finally, the Execute step initiates the rerun. Once you confirm, the system submits the new revision, which immediately appears in the table with its status set to Processing. Harmony automatically updates its status as the rerun progresses, reflecting any changes in real time.
For each revision in the list, you have several actions available depending on its current status. If you are satisfied with the results of a revision and want to make it the source of truth for your project's reports and exports, you can use the Make live action. This promotes the chosen revision to Live, replacing any previous version, and immediately disseminates its results across the Reports tab, API, and CSV exports. For revisions in the Draft state, the Publish revision action will mark the revision as published and enable it to be made live. If you're interested in understanding what actually changed compared to the previous Live revision, the Review changes option provides a side-by-side comparison, highlighting the differences in conversations processed, insights affected, and offering a volatility rating (Low, Medium, or High) with a concise recommendation on the impact. Should you need to further analyze or share the changes externally, the Export changes action allows you to download a CSV summary detailing the differences between revisions.
The Make live action has a safety check: if the revision you are promoting is older than the latest data on some conversations, Harmony shows a confirmation dialog explaining that making this revision live would replace newer results.
Troubleshooting
The Download button is missing. It only appears on the Reports tab and on the insight detail view. It is disabled when the project has no definitions.
CSV data looks incomplete. The CSV reflects the active filters. Clear filters in the filter bar (or the insight detail view) and re-export.
The Revisions tab isn't visible. It is gated by the reports-rerun-tab feature flag. Ask your admin or Harmony support whether the flag is enabled for your workspace.
The "New revision" button is hidden. You don't have the pipeline-rerun:execute:all permission. Ask your admin to update your role under Settings → Roles.
A revision finishes but my Reports look unchanged. The new revision is probably still in Draft or another status. Open the row's actions and use Make live to promote it.