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