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Start with the symptom you can see. Keep the relevant conversation or dashboard open so you can check its context and the exact error message.

Scout’s answer is unexpected or incomplete

  1. Open Show logic beneath the answer to follow Scout’s thought process, steps, and sources.
  2. Open Show logic on the result card when the question concerns a particular table or chart.
  3. Continue the same conversation and name the discrepancy. Give the expected date range, definition, or example record when you have one.
For an attached spreadsheet, check whether the requested rows were within the file reading coverage. For a problem with the answer itself, use Give feedback on that answer. Feedback records the issue; ask Scout separately if you want a revised analysis. See Agent trace and Show logic to review Scout’s work, or Give feedback on answers to report the issue.

Scout stops or shows an error

Check whether Scout is waiting for an answer to a question or an approval. Respond to that card if you want the work to continue. If you left the conversation, reopen it from Recents or Pinned. Check the current run and saved messages before submitting the same request again. Leaving and returning within Galvant does not itself cancel the server’s work. If the run shows a failure, keep the exact error text. Ask Scout to continue from the failed step in the same conversation, with any missing information it requested. If it repeatedly fails at the same point, include that context when reporting the problem.
Screenshot placeholder: HELP-01Show a conversation with a visible run error, keeping the preceding request and error text readable. Use a controlled example with no private data.

Dictation does not work

Use the message shown beside the recorder to decide what to check: Use Discard recording if you want to remove the recording and start again. If a message says the recording could not be saved, retry or discard it before leaving the page. See Dictate a message for the normal recording sequence.

A file cannot be uploaded or fully read

Check that the file matches one of the formats on Work with files and is within the 50 MB upload limit. Uploading successfully does not mean every row enters Scout’s reading context. Excel coverage is the first 1,000 rows per sheet, and long content can be cut off earlier. CSV and TSV reading also has a 1,000-row limit. Ask Scout to state which sheets and rows it actually read before relying on a whole-file total. If the needed data is outside that coverage, prepare a smaller file containing the relevant records and attach it. Re-reading the same original file with a narrower question does not remove its reading limits.

A dashboard or card is unavailable

  • Confirm that you are signed in to the intended company account.
  • If the dashboard was shared with you, ask the owner to check its saved audience and your entry under People with access.
  • If access shows Access unavailable, ask your Galvant administrator to check your account’s Dashboards access.
  • If the dashboard opens but a card fails, keep the card’s error and check its variables and Show logic.
A copied dashboard link does not grant access. See Share dashboards for owner and viewer permissions.
Screenshot placeholder: HELP-02Show one failed card with its title, current variable pills, error, and refresh control. Keep other successful cards visible to distinguish a card failure from an unavailable dashboard.

Changes are waiting for approval

Dash’s proposed changes are not saved until approved. Review the pending change list, then click Approve all, request a revision, or choose Discard. While a proposal is pending, some direct editing controls are unavailable. Scout’s workflow changes use a different approval card. Choose Yes to allow the proposed action or No to decline it. A written response requests a change; it does not approve the action. If the item changed while you were reviewing it, ask the agent to produce an updated proposal against its current state before approving again. See dashboard proposal review and workflow approval.

Data does not look current

Check the selected date range and other variables first. A fixed date range remains fixed; a relative range moves over time. Also check whether the card actually uses the variable you changed. Click Refresh in the dashboard header and wait for it to finish. A failed refresh can leave a previous result visible, so check for an accompanying error before using it. See Arrange and refresh your dashboard. Refreshing runs the analysis against the data available to Galvant. If the source data itself has not been updated, ask your administrator or Galvant contact to check its availability. For an old file attachment, upload the revised file and identify it in your next question. Refreshing a result does not replace the original attachment.

An export or scheduled email fails

  1. Check whether the failure concerns the whole export or one card. A workbook can contain successful sheets alongside failed or truncated results.
  2. For a recurring email, open Schedule email > Scheduled sends, select your schedule, and read Last email failed when present.
  3. Check the recipients, recurrence, timezone, and the dashboard’s current variables.
  4. If a variable choice is no longer valid, choose valid values on the dashboard and click Save schedule. This captures all current variable selections again.
Dashboard email queued confirms that a send was queued. Check Scheduled sends for a failed-delivery indicator rather than treating that message as proof of delivery. If a report is still missing, keep the send time, timezone, dashboard, recipient addresses, and exact error for your Galvant contact. See Export and email reports for the setup and coverage details.
Screenshot placeholder: HELP-03Show a schedule’s Last email failed message and the corresponding Delivery failed calendar entry. Capture the error and occurrence time clearly.

Report a problem

For an answer-specific issue, use Give feedback on the affected answer. For an access, recording, dashboard, or delivery issue, share these details with your Galvant contact:
  • The conversation or dashboard link and the action you were trying to complete.
  • The approximate time and your timezone.
  • The exact error text and a screenshot of the relevant state.
  • What you expected and what happened instead.
  • The selected dashboard variables or attached file name, when relevant.
Keep the original conversation or dashboard available so the issue can be investigated in context.