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Analysis Card

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An analysis is the narrative for a reporting period (month, week, quarter, or custom range). A card can hold many periods; every Published period appears in a rotating carousel on the live report, and viewers can open a drawer to browse the full history.

Each period has a label, a headline (short overview on the card), and content (full markdown when the card is opened).

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At a glance

The live card shows a rotating carousel of every Published period - not just one matching the current date range. Viewers can also open a drawer to browse the full history.
The card is dynamic and allows you to create multiple analysis periods so that you can easily reference a prior month's commentary by just extending the report's date range.
There's no separate "hide" toggle - set a period's status back to Draft to pull it from the live card while keeping its content intact. Delete is the only way to remove it for good.
No limit on how many periods a card can hold - the editor's period picker lists them newest-first, and duplicate periods for the same range are allowed (with a warning).
AI-generated periods use a full agent with its own tools - see AI Analysis Generation for what it can do and how to steer it with additional context.

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Create an Analysis card

Open a report (Creating a Card).
Click + → Analysis (under Content).
Click Add Card (after you create at least one analysis period—see below).
Save.

You must add a reporting period before Add Card is available.

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Create Analysis — two ways

On the Create Analysis tab, choose a mode:

Mode	What it does
AI generation	Jepto researches data for the period and drafts headline + content
Write my own	Creates an empty period so you write the headline and content

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AI generation

Select AI generation.
Set Reporting period.
Choose Report audience (who the narrative is for).
Optionally add context (strategy changes, focus areas) and pick an AI model.
Click Generate analysis.

Generation runs in the background and can take a few minutes - it's a full agent making several tool calls (data queries, KPI/budget checks, prior actions) before it writes anything, not a single instant response. It won't pause to ask you questions; it makes its own reasonable calls and finishes the draft. Headline and content fill in as the draft arrives - review and edit them afterward.

See AI Analysis Generation for the full list of tools the agent uses and example prompts for the Additional context field. Account/client Rules also guide tone and terminology.

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Write my own

Select Write my own.
Set Reporting period.
Click Create analysis.

This adds a period with an empty headline and content. Switch to the Editor preview pane to write (or edit Markdown source), then save.

You can have more than one analysis for the same period; if one already exists, the UI warns you and recommends a distinct name.

Card

The Analysis card itself is a carousel of analysis periods (headline and content). Title, description, icon, and card styling for light and dark modes, same idea as other content cards.

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Edit an Analysis card

Click the analysis card on the report.
Select a period in the editor.
Update headline/content, regenerate with AI, or add another period with AI generation or Write my own.
Save.

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What shows on the card

The report’s date range filters which analysis periods can show. The analysis period’s start and end dates must fall within the report date range.

For example, if the report date range is last month, the card only shows the analysis period with the same range. For most use cases, that means a single analysis period and no carousel.

If you extend the report date range to a year and create monthly analysis periods, the card will show 12 monthly analyses in the carousel, and users can toggle between them.

A period is eligible to show only when its status is Published and it has a headline or content. If more than one period is eligible, the card rotates through their headlines about every 7 seconds. Viewers can also open the full analysis drawer to browse every period, not just the newest one.

A Draft period never appears to viewers, regardless of date range. If nothing is eligible — no periods yet, or none are Published with content — the card shows “No analysis available.”

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Hiding a period without losing it

There's no separate archive or hide toggle. To pull a period from the live card while keeping its content for later, set its status back to Draft in the editor - you can publish it again anytime. Delete is a distinct, irreversible action for when you want a period gone for good.

The Preview Date Range tool

In the editor, Card Preview has its own Preview Date Range control, which shows only Published periods that overlap the window you pick - a simulation to help you author content, not a reflection of how the live card actually decides what to show. The live card ignores date range entirely and shows every eligible Published period. Don't use the preview to predict exactly what viewers will see; use it to check how a specific period reads in isolation.

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Troubleshooting

Problem	Likely cause	What to try
Card shows "No analysis available."	No period is Published yet, or none has a headline/content	Publish at least one period with both headline and content filled in
An old or outdated analysis is still showing	The live card shows every Published period, not just ones matching the current date	Set the outdated period back to Draft (keeps the content), or Delete it if it should never return
Want to hide a period without losing it	There's no dedicated hide/archive control	Set its status to Draft - the content stays intact and you can publish it again later
Can't publish	Headline or content is empty	Fill in both - publishing requires non-empty headline and content
Card cycles through more periods than expected	There's no cap on periods per card, and the live card doesn't filter by date	Delete or set old/duplicate periods to Draft to trim what viewers see
Editor preview doesn't match the live report	"Preview Date Range" is an author-only simulation using date overlap, unlike the live card	Don't rely on Preview Date Range to predict exactly what viewers see - check Published status instead
AI generation seems stuck	Generation can take a few minutes and makes several tool calls	Stay on the Create Analysis tab and check back shortly; see AI Analysis Generation
AI draft has the wrong tone or terminology	Account/client Rules aren't set	Configure Rules to guide tone and terminology for future generations

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