July 11, 2025

Major changes

Reports experience redesigned

We’ve completely refreshed the reporting workflow to make creating, scheduling, and sharing reports friction-free. The new flow walks you through clearer steps, adds richer formatting, and surfaces helpful template guidance throughout. Two new schedule options—Monthly and Manual—let you control exactly when reports are generated, while email alerts ensure the finished report lands directly in your inbox. We also introduced a purpose-built “Investor update” template and brought back the “Chat about this report” button so you can discuss results with your team in real time.

Groups & permission upgrades

Groups are now generally available for every workspace (the feature flag has been removed). Admins can create a group in one click, rename existing groups, and enjoy a cleaner design that highlights key details. A new prompt appears when you press the “Restricted” button, guiding you to create the appropriate group first. We’ve tightened permissions across the app: view-only users can no longer tweak chart variables, admins no longer inherit access to every dashboard by default, and a warning dialog now prevents you from accidentally downgrading your own access level.

Fixes and improvements

  • Added a “Manual” frequency option and polished the “Next run” display for scheduled reports

  • Fixed “No reports generated yet” banner that showed while a report was still processing

  • Corrected overlapping colours on descending line charts

  • Restored the scroll-to-bottom button in chat after collapsing the window

  • Fixed broken “Documentation” link inside popovers

  • Polished Google Sheets integration instructions and overall report styling

  • Number charts now display a label even when the value is empty

  • Light-mode chevron in select menus is visible again

  • Secondary button style added to the “Don’t have an account?” login screen

  • Running a report created by another member now works consistently

  • Additional VIEW-only checks prevent variable edits and tighten data-access boundaries

  • Improved warning and logging around restricted links and magic-link loading flows