Date: June 25, 2026
Time: 7 p.m. PT
New Feature: Template Version Tracking
Report templates now display version numbers. When building a new report, you will see the current template version; when revisiting an existing report, you will see the version it was built on, plus a notification if a newer version is available.
Always know what you're working with. Template Version Tracking ensures your reports stay stable while giving you the flexibility to adopt the latest improvements on your own terms. Your existing reports are never disrupted when updates are made. When a newer template version is available, you'll be notified and can choose to adopt it on your own timeline.
New Feature: Background Report Processing & Notifications
Run it and move on. Background Report Processing handles the heavy lifting while you stay productive. Get notified in-app and by email the moment your report is ready, with a download link that never expires.
New feature: Customer ID & Name Display on CAPS Reports
No more guesswork. Customer ID & Name Display makes it easy to find and filter the right client every time, with both name and CAPS ID visible and searchable side by side. It’s easier to distinguish between clients that share the same name and both values are searchable directly from the filter field, reducing errors and saving time.
New feature: Alphabetical Template & Data Source Sorting
Stop scrolling, start reporting. Templates and data sources are now sorted A–Z, so users can find what they need and get to work faster.
New feature: Data Dictionary - New Experience Update
Available to Data+ clients only. The Data Dictionary is now where you need it, fully integrated into the new Reporting+ with a refreshed design that keeps your workflow seamless and your data insights within reach.