Changelog

• Added Eric chat resume: opening Eric without a specific session brings back the conversation you last opened or messaged in (within the last hour). After an hour or when you hit New conversation you get a fresh blank chat. Works in main Eric Chat plus in-dashboard in-report and in-workflow Eric.
• Added Snowflake schema catalog switching: when a Snowflake connection does not lock you to a fixed schema you can pick an accessible schema and browse its tables and views from there. Fixed-schema connections behave as before.

• Removed the leftover dashboard Filter Variable Config sidebar. Changing filter values stays on the filter bar chips All Filters and Restore dashboard defaults.

• Snowflake Dataset syncs and table previews that timed out on slower views now allow longer-running Snowflake queries for sync and preview.
• NetSuite Dataset provisioning lets Eric propose datasets from catalog metadata (including schema and key requirements) without needing to read live source rows first.
• Eric edits to existing reports dashboards and datasets no longer fail when a contextual update omitted revision details.
• Share links no longer load another browser’s saved filter state for a new viewer instead of the shared link defaults.

• Added NetSuite finance and inventory datasets on top of the existing order-to-cash catalog: vendors employees accounts subsidiaries locations departments classes receivables payables return authorizations transfer orders and transaction accounting lines (Sales Rep is selected by default on invoices and sales orders).

• Added Excel download for widget drilldowns (CSV still kicks in when a drilldown is too large for a spreadsheet).

• Eric can inspect a Query Widget the way you see it—not just whether the SQL succeeded—and you can attach files in chat for Eric to review later (images PDFs spreadsheets and more).

• New datasets now default to a 10 million row processing limit (existing datasets keep their configured limits).
• Applying templates and checking template limits is snappier.

• Custom integrations get a clearer gear-with-sliders icon across the integrations UI.
• Metric Display values auto-size to fit the widget (with an optional preferred font size) so long values stop getting clipped.

• Query Widgets that share source data refresh with less duplicate work so saves and dashboard resumes stay lighter.
• Report tables with Grow off now keep all their rows across PDF pages (up to Table Max Rows / Section Page Cap) and the report editor fits better on a laptop screen.

• Rolling date defaults now apply “Set as Default” to the open dashboard and stick after reload.
• In-dashboard Eric messages now go to the chat you selected from history instead of jumping back to the most recent one.

• Query Widget text cells no longer lose signs and trailing zeros and date charts no longer drop the newest points when truncated.
• Scheduled and default (All Values) Query Widget renders no longer stay loading or stale while filtered views worked.

• Eric runs no longer stall mid-task and the SQL loop guard no longer blocks later queries after earlier failures recovered.

• Reports no longer read stale materialized query data after Reload Data.
• The Workflows list no longer keeps deleted workflows on screen after a successful delete.
• ConnectWise ticket audit previews no longer fail on timestamps with fractional seconds.

• Added US/EU region selection on sign-in and sign-up (remembered for next time) plus company-managed Microsoft SSO with tenant verification invitations account linking and admin policy controls.

• Added Snowflake SQL Studio for read-only source exploration: schema-aware browsing SELECT and SHOW queries an expandable results drawer CSV export up to 1000 result rows and queries that can run for up to five minutes.

• Added Zammad Calendars and Audit Logs as syncable datasets (calendars include business hours and public holidays; audit logs support hourly incremental sync).

• Eric can inspect source view definitions (including Snowflake view SQL) and better distinguish tables views and endpoints while provisioning.
• Eric dataset proposals now preserve existing configuration by default add columns without wiping omitted sync settings and surface richer discovery metadata before you approve.
• Snowflake and PostgreSQL discovery improvements: clearer incremental-sync evidence optional DATE ordering columns for incremental sync and configurable Snowflake snapshot limits (up to 5 million rows) with larger full-refresh batch sizes.

• Improved Eric catalog inspection so broad source surveys are faster and recommendations about incremental sync are clearer.
• Improved Eric chat rendering so wide markdown tables scroll horizontally and text stays selectable.
• Eric now comes with more usage included.

• Improved Query Widget filter Apply so refreshes target only the widgets that need them instead of reprocessing every underlying source table.
• Snapshot datasets Eric creates now enable scheduled syncing by default and Dataset Options correctly save large Snowflake snapshot configurations.

• Microsoft invitations no longer reject users when the invited address matched their Microsoft sign-in name or UPN instead of the token email claim.

• Snowflake SQL Studio result grids no longer collapse to zero height so query rows actually appear.
• Snowflake incremental sync options now show up in Dataset configuration when the connector supports them.
• Snowflake full refreshes now honor the configured batch size.
• Snowflake column identifiers no longer lose leading or trailing whitespace during provisioning.
• SQL Studio queries now honor the intended timeout with clearer elapsed-time feedback while they run.

• Eric snapshot provisioning no longer omits required identity and ordering columns.
• Eric date filters and report authoring now accept valid dates surface preview failures instead of hiding them behind a successful save and keep dashboard date-range bindings more predictable.

• Dashboards no longer flash “not connected” during normal reconnects and offline reload can actually recover.
• Category bar charts now pair previous-period comparison bars and tooltips by label instead of by array index.
• Bar charts no longer round the wrong ends of negative and stacked series.
• Company Knowledge proposal approval controls are visible again when proposal metadata was wrong.

• Added short share URLs and TV setup codes so shared dashboards are easier to open including with a TV remote.

• Added Tracking Numbers on NetSuite Sales Orders.

• Improved Eric so it wraps up sooner when a question cannot be fully answered.
• Improved Snowflake sync reliability so syncs stay responsive and pick up rows more completely.

• Dashboards no longer look broken behind the New Update Available prompt until refresh.
• Shared dashboard drilldowns no longer spin forever after a failed request.
• Share-link email verification now shows loading state and clear errors for recipients.

• Calculation column filters no longer break when nested filter rows are reordered.
• Team join approvals now show a clear message when seat limits or other checks block approval instead of failing hard.

• NetSuite Transaction Links no longer sync incorrectly when link types differ.
• Incremental syncs no longer abort an entire batch when one source has unusable credentials.

• Added Link Records and Sync Records workflow actions to keep linked records in sync bidirectionally with field mapping and conflict resolution.
• Added optional watched fields on data-change triggers so workflows can run when specific record fields change.

• Improved calculation previews so they complete more reliably and are less likely to time out.
• Improved data sync so each source connection refreshes independently so a slow connection no longer blocks others.

• Profile photo uploads no longer fail in certain storage configurations.
• Data-change workflow triggers no longer accumulate excessive history or mishandle expired refreshes.

• Added NetSuite Estimates and Estimate Lines datasets.
• Added a Salesforce Files dataset for discovering file links and new versions.

• Added multiple value axes for bar and line charts including mixed units on a single chart.
• Added Download File and Upload File workflow actions for moving files between connected systems.

• Added support for Eric to inspect and provision Datasets from on-premises Sources.

• Improved performance when applying large dashboard templates.

• Eric Transform Data previews and workflow tool labels in chat now display correctly.
• Workspace saves no longer fail with an unhandled error when a Query Dataset name already exists.

• Dashboard filters no longer show options outside a member’s allowed access.
• Metrics no longer crash when number formatting uses an invalid fraction-digit setting.

• Added a Transform Data workflow step that reshapes objects and arrays with field mappings defaults type conversions nested paths and calculations including sample previews in the visual editor and Eric.

• Added the ability to edit columns and datasets on a pending Dataset Provisioning Proposal before confirming including submitting an updated selection for Eric to reassess.

• Improved Salesforce synchronization reliability with enforced incremental mode for supported datasets more reliable multi-page updates and nightly resync for deletion cleanup.
• Improved Dataset Provisioning Proposal review with clearer expired-proposal messaging and streamlined controls to add remove or restore columns and datasets.

• Safari workflow canvas cards no longer stack incorrectly in the top left.
• Dashboard filter selections are no longer cleared during cleanup so each open tab keeps its filters after reload.
• Shared dashboards no longer leave widgets loading indefinitely after widgets are added or edited.
• Copying or transferring dashboards no longer leaves stale widget templates and unused dependencies after widgets are deleted.
• Expired disabled or invalid share links and bad date filters now show clear warnings instead of failing unexpectedly.

• Eric conversations no longer stall when historical tool calls are malformed.
• Query widget charts no longer fail to render when chart options are incomplete.
• The data modifier editor now handles denied clipboard access without breaking.

• Added RingCentral User Presence Queue Members and Queue Member Presence datasets for support team availability and queue coverage.

• Added the ability for Workflow HTTP actions to reuse your existing integration connections without re-entering credentials.

• Added image elements to reports including an asset gallery for uploads and controlled HTTPS images.
• Added paper size options and per-section portrait or landscape orientation for report preview and PDF output.

• Improved NetSuite datasets with typed columns UTC timestamps and faster incremental sync.
• Improved Eric so report and other authoring edits apply more reliably with clearer recovery when a change cannot be applied.

• Improved dashboards to pause background updates when inactive and refresh when someone views them again including Last viewed sorting on dashboard lists.
• Improved the report editor with Save Snapshot naming clearer element toolbars and cleaner Linked Reports cards.

• Dataset Provisioning Proposal cards no longer show Confirm or Reject again after you had already decided when reopening an Eric chat.
• Newly added Excel files appear in the Excel file picker without a long delay.
• Integration cards no longer flicker to a loading state when saving a connection.
• Login no longer crashes in browsers where web storage is unavailable or restricted.

• Query Widgets now refresh after save even when the underlying source rows have not changed.
• Table and drilldown CSV exports now honor the widget’s configured column order and labels.

• Improved dashboard widget feedback with clearer Filtering and Refreshing indicators while results update.
• Improved data-change workflow trigger previews to show baseline readiness and related run details.
• Improved recovery of dataset column schemas from synced warehouse metadata when cached information is incomplete.

• Shared dashboard and share-link widgets now refresh immediately when filter variables change instead of requiring a page reload.

• Data-change workflow triggers now initialize baselines correctly when triggers are enabled re-enabled or changed.
• Workflows no longer repeatedly requeue refreshes for certain Query Datasets.
• Data-change baselines no longer accept incomplete or truncated source data as a valid baseline.

• Added the ability for Eric to create and edit Custom Integrations as Definition Files with in-chat connection pickers and safer deletion when no sources are connected.
• Added Eric-led Dataset provisioning so you can inspect a connected Source review proposed Datasets and columns and confirm before they are created.

• Added Query Widget Quick Controls so you can adjust common display settings from a simple editor tab without editing YAML.

• Added multi-industry sample datasets and executive operations dashboards including logistics.

• Improved Eric’s recovery from temporary connection issues with clearer status during long-running requests.
• Improved Salesforce incremental Dataset sync so schedules can run as frequently as every minute.

• Improved the dashboard folder dialog layout and spacing.

• Workspace SQL queries no longer crash when grouping categorical or all-null columns.
• Eric report element previews now work in the report workspace.
• Modified Dataset tools no longer crash on certain data processing failures.
• Dashboard filters no longer incorrectly share state across browser tabs.
• Filter Variables now load columns from live (non-materialized) Query Datasets.
• Table Query Widget drilldowns no longer incorrectly use click-based placeholders.
• Classic widget drilldown Excel/CSV exports now show the aliases shown in the UI instead of raw field names.
• Grid widgets and the data modifier editor no longer intermittently crash when scrolling or editing.

• NetSuite Items sync no longer gets stuck when multiple records share the same modified timestamp by using rolling snapshots.
• Google Sheets connection failures now show a clear message when a spreadsheet cannot be found.

• Added Company Workflows with a visual editor. Build automations test them without sending then run them live. Eric can help author workflows and can choose the next path with an Eric routing step.
• Added Workflow run history with a timeline status badges and payload previews.

• Added ways to start a workflow: on a timezone-aware schedule (with upcoming-run preview pause and backfill for missed runs) when Dataset or Query Dataset data starts matching your conditions after a refresh or from an authenticated API call (with run history and replay).

• Added workflow actions for branded email (optionally attaching report PDFs) HTTP requests with company credentials waiting for a duration or a local time and generating reports as part of a run.

• Added a native RingCentral Dataset integration. Connect with your RingCentral app credentials to use Call Logs Extensions and Messages as datasets.

• Added ConnectWise project ticket resolution notes including the latest resolution note and a Has Resolution Note indicator.

• Improved Salesforce Datasets so the column picker includes custom fields and previews show values for those selected fields.

• Dashboards no longer crash on epoch timestamps or when a widget is missing during a table drilldown.
• Missing dashboards share links and widgets now show a warning or a Dashboard Not Found page instead of an unexpected error.

• Continue with Microsoft in the Excel connector now opens the Microsoft sign-in window instead of doing nothing.
• Creating and saving users when a last name is missing now shows a visible error instead of blocking avatar and profile saves silently.

• Salesforce crawls now finish every page on full syncs and incremental pulls fill to the configured batch size.
• NetSuite rolling Customer and Customer Addresses syncs now complete across all available rows and loading notifications promote to success.

• Added a native Lead Docket integration. Connect with your firm hostname and API key to use Leads Contacts Opportunities Users and Statuses as datasets.

• Improved Query Widget column links so they inherit from the source dataset follow renamed or nested columns and only appear when the needed columns are in the result.

• Query Widget drilldowns on shared dashboards now open correctly instead of reporting that the source is no longer available.
• Query Widget previews no longer change underlying dataset data.

• Added a native Huntress Dataset integration including Account Organizations Agents Identities Incident Reports Escalations and Signals.

• Added Number Overlays for bar and line Query Widget charts so summary values can appear on the chart.

• Improved what Eric can do when authoring reports including Linked Reports in session context and clickable element context chips while editing a report.
• Improved report PDFs so tables and text can grow across pages with repeating table headers long tables use a full-width section compact tables size to their content and new named reports start with a cover section.

• Improved bar and line Query Widget charts so you can specify one or more Y-axis series by column name and set series labels more clearly.
• Improved Query Widget column links so they use portable connection-variable templates from the source Dataset and fill those values when the widget renders.
• Improved Query Widget tables so labels formatting pinned columns and links apply to drilldown-only columns as well as the main query.

• Improved Eric’s composer so prompts over the 12000-character limit show a character count and a clear message instead of silently disabling Send.
• Eric now comes with more usage included.

• Horizontal bar charts keep outside data labels fully visible instead of clipping them.
• Dashboards stay in view mode after Eric updates a Definition File instead of jumping into edit mode.
• YAML autocomplete in query definitions now works including Ctrl+Space on Linux and suggestions while typing.

• On-prem sync-agent selection when adding a SQL connection is clickable on the full option not only the radio circle.
• Share-link dashboard filters no longer leave widgets loading indefinitely.
• Reseller staff no longer see an authorization error on page refresh.

• Identifier columns such as ticket IDs no longer show thousands separators in widget drilldowns after joins or data modifiers.
• Dashboard tables and drilldowns now sort numeric columns in numeric order instead of alphabetically.
• Column filters and search now match the formatted values you see such as currency percentages and dates as well as the underlying values.

• ClickUp Time Entries now update during the day when timers are stopped running or duration is edited instead of waiting for the nightly resync.
• NetSuite Customers sync no longer stalls after large same-day updates by scanning customer records in rolling batches.

• Added Reports v2 so you can compose report blueprints generate stamped PDFs (including batches) download or email finished reports and ask Eric to help author them.

• Added a native NetSuite integration with certificate-based OAuth covering customers contacts items invoices sales orders item fulfillments and related datasets.
• Added a native read-only Clio Manage integration with regional OAuth (US Canada EU and Australia) syncing matters contacts activities users tasks bills and practice areas.
• Added richer schema discovery and previews across many integrations including Actionstep Autotask ConnectWise HubSpot Liongard SQL databases Google Sheets and others.
• Added an optional Require SSL setting for PostgreSQL connections.

• Added company-wide two-factor authentication so admins can require 2FA for email/password users. Microsoft and Google SSO users stay exempt.
• Added User Weekly Caps so company admins can set a per-user weekly ceiling on shared AI Credits with remaining/reset visibility and low or exhausted warnings in Eric Chat.

• Added clickable links on Query Widget table columns and matching drilldown columns using URL templates filled from each row.
• Added threshold coloring for gauge widgets so the ring and pointer follow the same threshold rules as numbers bars and tables.
• Added Metric Comparison favorable direction so a decrease can show as good when lower is better without locking the comparison chip to a static color.
• Added support for text date time and datetime as the primary Metric Display value plus a dedicated format for that main value.

• Eric can now create and edit Filter Variables as Definition Files including dynamic options sourced from Datasets and Query Datasets.
• Empty dashboards now open with In-Dashboard Eric ready to build and Main Eric Chat shows a Session Context rail with linked dashboards.
• Eric now sees Dataset and Query Dataset freshness (sync status timestamps row counts and materialization) so answers stay tied to current data.
• Added optional desktop notifications when Eric finishes a response while you are in another tab.

• Doubled dataset limits by plan (Free 6 Starter 40 Professional 120 Business 240). Saved Query Datasets now count toward the same limit.
• Raised Query Dataset materialization to 10 million rows so large warehouse queries no longer stop at the previous 100k cap.

• Improved HubSpot CRM datasets so all CRM properties are available (not just the first 100) deal stages show pipeline labels instead of IDs association snapshots can pull much larger batches and historical backfills now fill up to the configured batch size each cycle.
• Improved PostgreSQL hosted sync to match on-prem agent behavior for quoted identifiers UUID arrays pagination and SSL.
• Improved ClickUp Time Entries incremental sync so running timers and edited durations update during the day instead of waiting for the nightly full resync.
• Updated integration logos for Clio Zammad 3CX Google Analytics and Motion.cloud to official brand marks.

• Improved the Add Dataset picker: already-synced tables show a Pulled in badge and open the existing dataset instead of creating a duplicate.
• Improved data-management and related lists with clearer search sorting pagination full dataset-name tooltips and more readable status indicators.
• Improved the YAML editor so source identifiers display as recognizable dataset names instead of raw UUIDs.
• Added a public Data handling help page covering what is synced what happens when a dataset is deleted and how data is used with Eric.

• Improved Query Widgets so they can resolve Query Dataset sources by Definition Slug name or UUID.
• Improved Query Widget drilldowns so numbers and dates stay unformatted until column formats are set and preview drilldowns now apply those formats.

• Improved the Eric composer so short wrapped prompts no longer show an inner scrollbar.
• Improved Main Eric Chat on narrow screens so the Session Context rail no longer covers the conversation.
• Improved In-Dashboard Eric layout so dashboards keep enough bottom space when chat is closed.
• Improved app updates: new versions are detected more reliably after deploys idle view-mode dashboards refresh silently and the update dialog copy is clearer.

• Query Widget drilldowns no longer show blank or null numbers and dates as 0.
• Sample dashboard drilldowns no longer stay stuck on “Waiting for dataset to sync.”
• Dashboard widgets now retry calculation requests cleanly after a brief disconnect.
• Gauge Query Widgets no longer show the raw value-column name above the number.
• Widget drilldowns and modals no longer fail when a related filter is missing.

• In-Dashboard Eric now fills the open empty board instead of creating a separate dashboard.
• Eric conversations no longer fail after the first tool call with an upstream 404.
• Eric on Liongard/Bedrock now uses a recognized model identifier.
• Filter Variable option IDs no longer leak into Eric’s context so it can work from readable labels instead of raw UUIDs.
• Eric no longer disappears after being collapsed in the widget editor.

• Password-protected share links no longer time out on unlock because every filter state was being rebuilt.
• Markdown widget headings now render at consistent sizes regardless of widget width.
• The mandatory 2FA setup dialog no longer overflows into a cramped scrolling column.

• Matrix widgets no longer crash when calculation data is incomplete.
• Table and matrix widgets no longer crash when restoring scroll position.
• Dashboards no longer crash when the sidebar is resized before the layout is ready.

• Incremental dataset sync no longer fails when column types differ between batches including Stemmons pagination.
• Incremental merges no longer fail when ID columns are stored as categorical types.
• QuickBooks Online sync now completes history crawls handles truncated change feeds without stalling incremental updates keeps General Ledger windows from timing out and keeps nightly or manual resyncs incremental instead of unexpectedly snapshotting.
• NetSuite Item Fulfillment dataset previews no longer time out.

• Connect Google Analytics 4 through OAuth and choose from 14 curated reporting datasets for traffic marketing ecommerce and lead analysis
• Sync Datto RMM sites devices users alerts and activity logs through a native read-only connection
• Analyze Zammad ticket tags as a dedicated dataset with one row for each ticket and tag

• Use saved Query Datasets as live option sources for Filter Variables
• Start faster with sample dashboards powered by continuously refreshed demonstration data

• Admins can safely disable two-factor authentication for another user when account recovery is needed
• Users can request access to an existing company with administrator approval and email notifications

• Query table widgets now provide clearer result-limit messages with improved column sizing direct drilldown access and better large-result exports
• Classic widget previews now wait until required datasets are selected and always use the latest editor state
• Table Query Widget results stay responsive with a focused dashboard view while complete detail remains available through drilldowns and exports

• HubSpot Call Outcome values now display human-readable labels instead of disposition identifiers
• ConnectWise Agreements now include parent agreement IDs and names for better agreement hierarchy reporting

• Eric now displays elapsed working time during longer runs and reports a clear failure if work stalls instead of appearing frozen
• Eric handles interrupted actions and lightweight background work more reliably
• Resplendent now prompts consistently when an update is ready and can automatically recover from stale application files after a deployment

• Query table drilldowns and exports now open the correct detail data
• Advanced copies of Query Widgets now refresh correctly on the destination dashboard
• Missing layout or table metadata no longer causes dashboard and widget editor crashes

• Share Link viewers can no longer select dates outside the range saved by the dashboard owner
• Safari can now recover from stale application files after a release
• Profile avatars load more reliably when stored in protected cloud storage
• Header search remains readable across dark themes

• Added a native read-only Snowflake integration for bringing warehouse tables and views into Resplendent dashboards and reports.
• Added secure authentication through key-pair credentials or Snowflake programmatic access tokens.
• Added incremental syncing using primary keys and updated columns with full refresh support when incremental fields are unavailable.
• Added guided connection setup dataset selection credential validation and supporting Snowflake documentation.

• Added a native read-only Zammad integration for service-desk reporting.
• Added sync support for tickets ticket articles time accounting users organizations ticket states priorities groups SLAs roles and custom fields.
• Added incremental daytime syncing with nightly reconciliation so updated and deleted records remain accurate over time.
• Added permission-aware dataset handling and safer controls for internal notes long article content and attachment metadata.

• Added dashboard sharing directly from the dashboard view.
• Added controls for access requirements expiration dates folders filter visibility filter values and copying share links.
• Added an active-link count to the dashboard sharing control.
• Added Query Widget drilldowns to shared dashboards while preserving the permissions of the active share link.

• Added Query Datasets to global search including matching by name and description and direct navigation to the Query Definition Editor.
• Added Query Datasets as first-class nodes in data lineage.
• Added lineage details for Query Dataset sources dependencies validation state materialization and downstream widgets.
• Added direct navigation from lineage nodes into the associated Query Dataset.

• Improved Eric’s prompt and documentation handling so conversations carry less unnecessary context while retaining detailed SQL and authoring guidance when needed.
• Improved Eric’s knowledge workspace with additional formatting capabilities.
• Improved read-after-write behavior so Eric can immediately inspect newly created or updated dashboard definitions instead of briefly believing his own work has vanished into the cache dimension.

• Added gated scrolling for Table Widgets Matrix Widgets and Query Widgets so scrolling the dashboard no longer gets unexpectedly trapped inside a widget.
• Added an accessible Unlock scrolling control when a widget contains additional content.
• Improved overflow detection after widget resizing data updates and dashboard layout changes.
• Improved Modified Dataset controls preset galleries selection indicators dialog sizing and long-name handling.
• Moved the Template Gallery into Settings for non-Liongard environments to simplify navigation.

• Redesigned core transactional emails for more reliable rendering across desktop mobile light mode and dark mode.
• Improved email layouts for invitations verification password resets share-link authentication audit digests and related account messages.
• Improved wrapping for long URLs and standardized branding buttons spacing and subject metadata.

• Improved subscription and feature-limit messaging for white-label environments.
• Hid unavailable subscription navigation and routes where billing is managed outside Resplendent.
• Improved Stripe customer portal access billing responsibility handling reseller billing trials and AI add-on lifecycle behavior.
• Improved billing-center guidance and account-specific upgrade messaging.

• Filters now correctly compare Date columns with Datetime columns.
• PostgreSQL sources with UUID array columns now preview and synchronize correctly.
• PostgreSQL incremental cursor handling and database read fallbacks are now more reliable.

• Shared-dashboard view tracking heartbeat counters and anonymous viewer metadata now behave correctly.
• Query Widget results no longer remain hidden after a queued request completes.
• Table Widgets no longer attempt grid operations after the widget has been destroyed.
• Dashboard sidebars now reset safely when layout options are unavailable.
• Chart sorting now handles missing x-axis values safely.

• Drilldown date titles now format correctly.
• Missing or invalid URL values no longer cause rendering errors.
• Dashboard background colors no longer fail validation when no color is selected.
• Customer impersonation now handles missing customer information safely.
• Backend monitoring now filters normal message-channel shutdowns while preserving real failure reporting.

• Eric can now help build complete dashboards instead of only assisting with smaller one-off edits or widget guidance.
• Added the Eric Knowledge Filesystem so Eric can build and maintain a structured knowledge base for each customer.
• Customer knowledge can now be browsed searched updated and refined over time giving Eric better context for future dashboard and data work.
• Added proposal workflows so customer knowledge updates can be reviewed approved or rejected instead of silently mutating reality like a spreadsheet with admin access.
• Added a Virtual Knowledge CLI for reading searching traversing and patching knowledge.
• Added scheduled cleanup for archived knowledge files.

• Added enable and disable controls for integration connections.
• Disabled integrations now display clearer badges alerts and connection counts.
• Integration tier-limit checks now account for disabled connections so inactive connections do not consume active slots.

• Added expanded per-column Query Widget formatting for text numbers currency percentages scientific notation dates times and datetimes.
• Query Widget formatting now supports options like fraction digits grouping currency codes prefixes suffixes and 12-hour time display.
• Table and drilldown modal rendering now honor configured column formats.
• YAML editor autocomplete and schema help now include the new formatting options.

• Added opt-in table column auto-sorting for dynamic table columns.
• Users can sort visible columns alphabetically reverse alphabetically or by calendar-style ordering.
• Column sorting respects pinned column groups and affects visible column order without changing row order or column selection.
• AI authoring guidance and YAML/schema support were added for column sorting.

• Widget editing now saves the latest form state before updating existing widgets helping preserve selected columns and calculation settings.
• Widget edit overlay sizing and positioning were refined so controls sit more consistently above widgets.
• Query Widget preview reports PDFs exports and downloads now preserve displayed column ordering more consistently.
• CSV/table downloads now better match the displayed table order and use safer filename and CSV content handling.

• Improved the public link manager UI with clearer folder navigation breadcrumbs dialogs labels and responsive layout.
• Folder editing and move-folder flows now have clearer headers labels and footer actions.
• New share links can preselect an initial destination folder.
• Link creation now preserves query parameters more reliably after navigation.

• Custom integrations now display more clearly as Custom Integration in dataset and modified dataset lists.
• Dataset screens now handle missing or optional data source template titles more safely.
• Modified dataset edit actions now route users to the correct dataset settings page with the expected query parameters.

• Profile editing now has smoother avatar updates and password visibility toggling.
• Avatar upload handling now stores image data more reliably and enforces the upload size limit with clearer feedback.
• User profile state handling was updated for better UI reactivity.

• Updated Sync Agent setup guidance with practical minimum recommended production and high-volume host profiles.
• Clarified supported host architecture Docker storage and network expectations.
• Updated QuickBooks Desktop and first-source connection docs to match current UI labels and setup flow.
• Clarified Business-tier availability and Staff/Admin permissions for Sync Agent setup.

• Salesforce full syncs and incremental pulls now page through the full result set instead of stopping early.
• Salesforce query batch size is now sent separately and clamped to valid Salesforce limits.
• Salesforce backfills now avoid SOQL row-limit behavior that could prevent complete data retrieval.

• Share link email verification now preserves leading zeros in 6-digit codes.
• The email verification dialog now uses a clearer step-based flow.
• Send and verify button states are now more accurate during the verification process.

• Date and datetime value handling now works correctly in the find-and-replace data modifier tool.
• Replace flows now work more reliably for mixed selected columns and date/datetime NULL scenarios.
• Date picker state now stays more consistent when changing time types repeatedly.

• Dataset components now handle unavailable template information without loading errors.
• Table template application now targets the intended existing table more reliably.
• Table template updates now preserve the resolved table label with a safe fallback when no label is available.

• User deletion now shows a success notification before returning to the user list.
• User deletion now notifies the wider company more reliably after completion.
• Duplicate websocket connections are now prevented for the same socket.

• Filter variable toolbar chips now handle long labels and overflow more cleanly.
• Filter chips now stay better aligned across screen widths.
• Public link dialog close buttons and plain text viewer dialogs now use more consistent styling and behavior.
• Websocket disconnect overlay behavior and messaging were improved so offline states close more reliably.

• Modified dataset edit actions now navigate to the correct dataset settings path.
• Dataset details and custom integration IDs are preserved more reliably during modified dataset navigation.

• Added a native ClickUp integration with OAuth and personal-token authentication workspace selection secure token handling and OAuth callback support.
• Added ClickUp sync support for workspaces workspace members spaces folders lists tasks custom fields task custom field values time entries and time entry tags.
• Added ClickUp dataset setup preview behavior incremental sync support field transformations and per-table sync settings.
• Added user-facing ClickUp documentation covering setup authentication workspace selection available datasets sync behavior refresh intervals and troubleshooting.

• Added a native Salesforce integration with OAuth support for production and sandbox environments authorization handling dataset discovery previews and full or incremental sync.
• Added Salesforce OAuth callback handling login-target-aware token refresh and stronger OAuth safety around state and PKCE validation.
• Added Salesforce sync tests and frontend authorization UI coverage for a more reliable setup flow.

• Added Eric directly inside the Query Dataset and Query Widget editors so users can create preview validate and save query-powered analytics in the editor workflow.
• Added a Query Definition Workspace for creating Query Datasets and Query Widgets together with persisted editor context and smoother resume behavior.
• Added Query Widget preview improvements with drilldown support stage-specific validation feedback and execution feedback.
• Added a chart capability advisor so Eric can make safer constrained chart recommendations for Query Widgets.

• Added a sync-agent updater sidecar with authenticated manual updates and throttled automatic updates.
• Added Check for Updates support across backend websocket and sync-agent screens with response status handling.
• Added scheduled on-prem sync-agent websocket connection rotation and reconnect-triggered update checks.

• Improved Query Dataset and Query Widget authoring flows so Eric keeps better editor context across sessions and provides more useful help inside the workflow.
• Improved Query Widget preview and drilldown handling with clearer execution feedback and better validation around supported data sources.
• Improved query editor documentation and AI runtime guidance for the revised Query Definition Workspace flows.
• Refined weekly AI credit defaults and tier display labels.

• Improved ClickUp syncing with dataset setup previews incremental sync behavior ClickUp-specific field transformations and per-table sync settings.
• Improved Salesforce API retry handling including Retry-After support and table-requirements resolution across sync and async integration paths.
• Improved sync-agent reliability around empty datasets and empty dataframe schema handling.

• Improved template application by moving more template work into background tasks with safer blocking and non-blocking behavior.
• Improved Liongard syncing with centralized metric row fetching tighter retry behavior and safer concurrency limits.
• Updated user-facing documentation for AI credit warnings report image assets hydrated and dehydrated reports role and tier requirements ClickUp setup and related integration behavior.

• Fiscal calendar comparison behavior now propagates dashboard date filter periods more consistently through calculations.
• Previous-period and fiscal year-to-date comparison logic now handles widgets using fiscal calendars more accurately.
• Date and datetime range calculations now handle fiscal comparison edge cases more reliably.

• Query Widget and Query Dataset editor source restrictions now handle supported sources more consistently.
• Query Widget preview and drilldown template handling now reports supporting-dataset errors more clearly.
• Sync-agent inactive table handling now avoids incorrect critical or error paths for empty or inactive datasets.
• Liongard metric processing now handles nested value normalization more reliably.
• Salesforce table-requirements resolution now behaves consistently for sync and async integration paths.

• Added Query Datasets and Query Widgets as a SQL-powered dashboard-building workflow for creating custom datasets and widgets with validation previewing caching materialization and dashboard rendering support.
• Eric can now help create Query Datasets and Query Widgets revise drafts validate configuration preview results and publish usable dashboard components.
• Added AI-assisted filter-variable discovery for Query Widgets so SQL-powered widgets can connect to dashboard filters with less hand-built configuration.
• Added editable Query Dataset and Query Widget drafts with inline previews validation feedback publishing workflows and Query Widget drilldown CSV export.

• Added Motion.cloud as a new data source integration with support for inventory apps hubs devices tiles current metric readings and historical time-series data.
• Added Motion.cloud setup fields dataset mappings documentation and historical sync options so teams can start reporting on Motion data directly in Resplendent.

• Added image uploads for reports with reusable report image assets thumbnails gallery support immutable serving and image deduplication.
• Added generated report hydration and dehydration controls so teams can better manage generated report capacity.
• Added reseller child-company billing controls including client trial end dates discount overrides end trial now and skip-next-subscription-billing options.

• Added AI credit visibility with usage summaries activity views low-credit warnings exhausted-credit states and billing and credits settings.
• Added admin-facing AI usage and overrun visibility so already-admitted runs can finish while new messages are blocked when credits cannot be used.

• Modernized major interface surfaces with the Spartan and HLM component system including dialogs cards buttons tooltips overlays toasts update notices search surfaces and two-factor authentication flows.
• Improved the update notification dialog with a smaller cleaner layout and clearer copy.

• Improved Query Dataset and Query Widget authoring with clearer terminology better documentation stronger validation and more reliable dashboard integration.
• Improved Eric guidance for SQL discovery local date bucketing metadata-only result limits and query draft publishing.
• Improved AI runtime behavior with active-run resumption clearer Query Draft enablement cached-token tracking and more reliable worker health recovery.
• Improved Query Widget display contracts for metric-focused rendering including series mapping and richer chart and table formatting.

• Improved Motion.cloud historical sync so empty historical days no longer prematurely stop the backfill process.
• Improved reseller billing previews and customer views to show trial status skip-billing state and effective discount information more clearly.
• Improved widget configuration handling especially around optional or blank numeric inputs like font size.
• Improved customer-count tooling with trend history tracking for customer counts and Liongard billing metrics.

• Dashboard widget creation copy and duplicate flows now handle layout positioning failures more reliably when dashboard layout data is still loading.
• Join dataset dropdowns now remain visible instead of getting clipped or hidden behind editor surfaces.
• Dynamic filter values now preserve stable IDs when values temporarily disappear and later reappear.
• Print view no longer includes the global loading spinner in printed dashboards.
• AI chat table-toggle and composer styling now render with cleaner layout and interaction behavior.

• User deletion now shows specific useful errors when deletion is blocked by dependent records instead of navigating away as if nothing happened.
• The on-prem sync agent selector now has clearer selected and empty states in integration setup.
• Motion.cloud historical backfill now keeps probing older daily windows when a day returns no rows.
• Report image and Microsoft sign-in handling received additional reliability fixes around uploads capacity and popup detection.

• Query Widget validation now rejects unsupported placeholders enforces allowed drilldown placeholders defaults missing schema versions and aligns modal-data requests more reliably.
• Query Widget scheduling now avoids duplicate enqueueing for overlapping scheduling targets.
• AI credit blocking now disables message submission when credits cannot be used while already-admitted runs can still finish safely.

• Added the new Eric AI experience with resumable streaming conversations richer run activity dataset and dashboard discovery tools AI widget drafting memory support and improved model routing.
• Added company-scoped AI Credits with weekly allowances usage tracking purchase history One-Off AI Credits AI Add-Ons and admin-facing capacity management.
• Added company-level AI usage visibility usage leaderboards and supporting admin screens.
• Added AI memory with bounded company and user memory documents version history rollback manual memory APIs and signed inline approval.

• Added native HubSpot integration support with OAuth and sync coverage for CRM data activities forms pipelines properties and associations.
• Added a 3CX integration with datasets for call history inbound and outbound calls queue activity SLA breaches agent login history users queues trunks and related phone-system reporting.
• Added IT Glue integration support with curated datasets flexible asset handling incremental sync behavior and safer password metadata handling.
• Added HaloPSA Projects and Quotes sync support plus additional ticket closure data for recent-resolution reporting.

• Added ConnectWise company audit trail data so users can report on customer activity changes more directly.
• Added Billing Start Date to the ConnectWise Manage Project Phases dataset.
• Added Autotask Opportunities support and user-defined fields in Autotask datasets.
• Added a Stemmons all-cases dataset and restored legacy Stemmons API integration support.

• Added early-access reporting with multi-page report editing report viewing PDF export emailed PDFs and batch report generation.
• Added dashboard/global date filter references inside widget filters including start and end date values for more flexible date-aware filtering.
• Added automatic time increment handling for widgets so charts can choose a better resolution from the selected date range.
• Added threshold label prefixes and suffixes plus controls for whether thresholds affect colors.
• Added an All Data Layers threshold option for matrix widgets.

• Added data modifier presets with save edit delete gallery wizard and builder flows.
• Added a Change Case data modifier for converting text columns to uppercase or lowercase making joins easier when source systems disagree about casing like tiny feral spreadsheets.
• Added weekday handling for explode-date-span workflows.
• Added cross-tenant dashboard import remapping so imported dashboards can safely recreate datasets modifiers and filter variables for the target tenant.

• Added an unsaved-changes prompt for dashboards so users are warned before leaving with edits still hanging around.
• Added integration management endpoints and UI support for listing enabling and disabling customer integrations.
• Added reseller portal and billing updates including reseller-managed customer flows billing previews billing runs customer management and reseller tracking visibility.
• Added a live worktree log viewer and worktree control-center improvements for internal development workflows.

• Improved Liongard metric syncing with faster page fetching explicit request timeouts reduced request concurrency and safer handling of empty or missing metric data.
• Improved Liongard template application by reducing S3 retry delays for missing metric data and preventing missing metrics from dragging templates into timeout swamp.
• Improved Liongard metric validation so returned metric results are checked against the requested metric UUID instead of accepting unrelated data.
• Improved template reapplication so Liongard metric metadata refreshes correctly when templates are republished.
• Improved dashboard throttling behavior for Liongard dashboards that have not been viewed recently.
• Improved shared-dashboard password loading performance especially in Liongard environments.

• Improved report editor and report viewer styling and layout behavior.
• Improved widget tooltip formatting for hourly and time-series charts.
• Improved dashboard search behavior so dashboard titles with extra spaces can still be found correctly.
• Improved dashboard print behavior by eagerly rendering widgets before printing long dashboards.
• Improved action table usability with tooltips for long labels on small screens.
• Improved dataset editor column selector scrolling behavior and long-column-name visibility.

• Improved sync processing reliability by adding run-scoped sync identifiers to prevent stale queued messages from mutating current table state.
• Improved on-prem sync agent compatibility after the new sync-run safeguards.
• Improved worker and service recycling so busy queues are not interrupted just because a process hit its normal restart threshold.
• Improved WebSocket API lifecycle behavior by recycling message processors more predictably.
• Improved API and worker error handling around sync workers external agents websocket messages and per-table failure counts.
• Improved Backup Radar integration reliability with rate limiting and retry handling.

• Improved Eric feedback popover positioning SQL date macro support memory wording and debug/export tooling.
• Improved AI memory with bounded company and user memory documents version history rollback manual memory APIs and signed inline approval.
• Improved subscription and AI Assistant settings pages to better explain credit usage purchase options expiration and admin actions.
• Improved company-level AI usage visibility usage leaderboards and supporting admin screens.

• Improved reseller portal polish customer plan selection and internal visibility into reseller-managed clients.
• Improved custom integration and integration-stream handling around disabled integrations.
• Improved settings menu permissions and user-save behavior.
• Improved Liongard sidebar theming and menu item permissions.

• Improved dashboard import portability by remapping conflicting identifiers before ownership checks.
• Improved inactive dataset handling so inactive state propagates through joins and modified datasets.
• Improved matrix widget threshold configuration with clearer labels better validation and smoother add/remove behavior.
• Improved chart and visualization helpers with better date formatting and tooltip support.
• Improved Autotask entity info caching to reduce unnecessary refresh churn.

• Autotask hydration now makes fewer API calls.
• Liongard metric pagination page size timeout concurrency and category dtype issues no longer slow or break syncs.
• ConnectWise project ticket audit trail ticket ID alignment now works correctly.
• Autotask service call ticket paging and incremental sync now work more reliably.
• Empty full syncs now preserve existing datasets correctly.
• Restored compatibility for external sync agents using legacy payloads.
• On-prem sync agent compatibility works after sync-run tracking changes.

• Liongard dashboard import/export access rules now behave correctly.
• Liongard theme retention now keeps upgraded Liongard customers on the Liongard theme unless they explicitly change it.
• Missing or mismatched Liongard metric data no longer causes template apply flows to get stuck.
• Template filter variable mapping now works during copy and apply.
• Liongard metric metadata refreshes correctly when templates are reapplied.
• Widgets no longer get stuck in slow-mode limbo when processing flags were not cleared.

• Widget editor filter preview synchronization now works reliably.
• Pie chart drilldown no longer stops after the first click.
• Number widgets rerender reliably after data updates.
• Widget hover layout shifts no longer happen.
• Hourly widget charts now use the widget timezone instead of UTC.
• Auto date increment no longer treats some 31-day month ranges as a single monthly point.
• Tooltip display issues on hourly intervals are fixed.

• High-cardinality columns are no longer blocked incorrectly.
• Data modifier replace behavior now works with mixed column types.
• Is blank filtering now handles empty strings on string columns correctly.
• Row filter variables now load more reliably when creating a new widget.
• Custom integration connection dialogs now enable Save & Test after required fields are filled.
• Report editor styling issues are fixed.

• Share-link authentication token handling now works correctly.
• Notification links now resolve correctly.
• Dashboard search results now show the current dashboard in cases where it was previously missing.
• Subscription upgrade prompts no longer appear incorrectly when opening dashboards through Liongard.
• Settings menu permissions and user-save edge cases are fixed.
• Eric visibility now hides unavailable Eric UI for non-beta customers.

• Uncaught panic and datatype API exceptions are fixed.
• AI API route resolution now derives routes correctly from the configured backend URL.
• Websocket rate limiting and middleware stability are improved.
• Stale or redelivered sync messages no longer affect current sync state.
• Template workers no longer leak sessions after long-running template processing.
• Inactive dataset badges now appear correctly on joined and modified datasets.

• Added ConnectWise project ticket audit history so project ticket activity is tracked more clearly over time.
• Added daily change summary emails so teams can get a clearer snapshot of dataset modified dataset and app changes.

• Added a new export action on the Users page to make it easier to pull user data out of the platform.
• Added per-series percentage formatting for line charts so percent-based trends can be presented more clearly.

• Redesigned the dataset creation flow to make creating a single dataset clearer and easier to follow.
• Made dataset and modified dataset descriptions open in preview mode by default for a cleaner editing experience.
• Made widget type changes cleaner by automatically clearing unsupported X-axis settings.
• Added clearer dependency warnings before removing columns that other items still rely on.
• Improved global widget search by showing which dashboard each result belongs to.

• Improved performance for modified datasets and joins so complex dataset setups feel faster and more responsive.
• Updated the processing engine used by recent performance work to improve stability on larger workloads.
• Improved websocket response speed to make live app activity feel faster and more consistent.
• Delivered broader app performance improvements to make everyday navigation and interaction feel snappier.
• Optimized the data lineage view so it handles environments with hundreds of datasets more smoothly.
• Reduced unnecessary processing by skipping empty data jobs when there is nothing to send downstream.

• Improved Liongard integration performance to reduce waiting during sync-related work.
• Hardened background worker processing to improve stability and recovery during heavy or interrupted workloads.
• Updated core application packages to improve overall stability and reduce maintenance risk.
• Removed unnecessary Liongard pagination checks so metric evaluation requests complete more efficiently.

• Improved the row filtering experience to make filter interactions feel smoother and more responsive.
• Improved shared-link behavior so changing filter variables resets outdated saved state more reliably.

• Fixed slow websocket performance in production so live updates respond more reliably.
• Fixed a frontend memory leak that could cause the app to slow down over time.
• Fixed dashboard idle CPU usage so dashboards use fewer resources when sitting open.
• Fixed slow template application to make templates apply faster and more reliably.

• Fixed number formatting in matrix widgets so values display correctly.
• Fixed an issue where deleting a widget could leave dashboard widgets stuck loading.
• Fixed text widgets that could appear off-center or get stuck loading.
• Restored the Fit Grid to Widget Width option in the matrix widget editor.
• Fixed slow loading in matrix widget modal data views.
• Fixed bar chart tooltips so hidden zero values no longer appear when zeros are turned off.
• Fixed bar chart drilldowns so blank values appear correctly when delimiters are used.

• Fixed severe lag in the add integration dialog so it opens and responds more smoothly.
• Fixed an issue where columns in the widget filter dialog could sometimes fail to load.
• Fixed filter UI issues that could make filtering behave incorrectly.
• Fixed custom calculation filters so widgets can load the correct possible values.
• Fixed the Update Column Links setting so it stays visible and defaults correctly in more cases.
• Added tooltips for truncated long column names so column selection is easier to understand.

• Fixed deletion messaging so joined dataset dependencies are detected correctly before a modified dataset is removed.
• Fixed an issue where saving joined datasets could sometimes freeze.
• Fixed random sync-agent disconnect issues so reconnect behavior is more reliable.
• Fixed intermittent database connection timeout issues in incremental sync workers.
• Fixed an Autotask sync issue that could prevent service call ticket and task resources from syncing correctly.

• Fixed the fiscal calendar toggle so it appears correctly on number widgets using between-date filters.
• Fixed slow tier-limit checks during template setup especially in Liongard-heavy cases.

• Enabled a complete report workflow from template creation to report generation and viewing.
• Added core report creation logic to support generating reports from reusable templates.
• Added full create edit and delete support for report templates.
• Added a basic report template builder to speed up setup for new reporting use cases.

• Introduced Docs AI so users can ask questions in the docs and get faster clearer guidance in context.
• Added automated documentation updates to keep help content aligned with product changes more consistently.

• Added dataset-level permissions for more granular control over who can access specific data.
• Added a self-service interface for creating and managing personal external API keys.

• Added a data export API so teams can pull data more easily for downstream reporting and workflows.
• Added dashboard import/export support so teams can copy and paste dashboards across environments more quickly.
• Expanded Autotask support with additional synced datasets.
• Added a Liongard-focused task query service to make Liongard-related work easier to track and report.
• Added Integration Builder capabilities to make integration setup more flexible and guided.

• Enabled adding users to dashboard groups directly from the dashboard group UI.
• Added a modified dataset option to convert number columns to absolute values for cleaner calculations.

• Updated role and permissions documentation to reflect current access behavior more accurately including clearer ShareLinks guidance.
• Improved backend test coverage to reduce regression risk and improve release reliability.
• Improved automated documentation validation to keep published docs more dependable.
• Enhanced ConnectWise documentation with clearer default sync frequency guidance.
• Added end-to-end test coverage for key user flows to catch issues earlier.

• Overhauled global search for better speed cleaner navigation and more focused results.
• Improved mobile dashboard browsing and navigation for a smoother small-screen experience.
• Added an option to hide gauge interval labels for cleaner less cluttered widgets.
• Added customizable no-data messages so empty widgets can communicate intent more clearly.
• Improved threshold builder clarity with easier comparison selection.

• Improved email delivery reliability by pre-rendering templates before send time.
• Improved backend observability so support and engineering can diagnose issues faster.
• Improved Liongard metric consistency by enforcing required metadata more reliably.
• Improved analytics consistency by aligning Liongard partner/account identifiers with source partner IDs.
• Improved background job monitoring to reduce alert noise and surface unresolved issues more clearly.
• Improved email sending reliability and maintainability with the new delivery setup.

• Expanded Liongard access to data lineage views so users can trace dashboard data flow more easily.
• Added control over which day starts the week in week-based date conversions.
• Added per-calculation formatting in Matrix widgets so mixed metrics can be displayed clearly in one view.
• Improved data lineage defaults so dashboards remain visible while widget visibility is easier to control.
• Strengthened ShareLink filter variable protections to better prevent unintended data exposure.
• Added market information to the companies dataset for richer account context.
• Added support for dynamic max values in gauge widgets using data layers.

• Fixed docs landing page readability issues and restored missing sidebar entries.
• Fixed site lockups when opening deeply nested dashboard folders.

• Fixed template filter variable behavior so non-dynamic variables retain expected values when applied.
• Fixed widgets not refreshing correctly after global date filter changes.
• Fixed validation so text filter variables can no longer be applied to number-only filters.
• Fixed nested filter group logic that caused grouped filters to break.

• Fixed Autotask time entry sync failures.
• Fixed Autotask contacts sync validation issues that blocked data pulls.
• Fixed repeated retries for persistently failing datasets by stopping after repeated failed attempts.
• Fixed missing ConnectWise service team leader fields in synced datasets.
• Fixed QuickBooks On-Prem dataset option issues that blocked adding some new tables.

• Fixed multi-layer bar charts so zero-value series render correctly.
• Fixed cases where dashboards could appear to refresh indefinitely.
• Fixed modified dataset joins so they update correctly after datastream changes.
• Fixed hourly chart axes to use widget timezone and standard time formatting.
• Fixed tier limit refresh behavior after downgrades so updated limits apply reliably.

• Added a docs JSON export endpoint so partners can automatically pull all documentation into their own systems.
• Introduced an external API endpoint to fetch a customers current feature limits programmatically.
• Rolled out the QuickBooks Desktop on-premise connector so on-prem customers can sync their accounting data into Resplendent.

• Added a dashboard view that makes it easy to see which datasets are used on a given dashboard.

• Launched a new documentation site with a cleaner layout and organized guides across dashboards data and administration: https://docs.resplendentdata.com
• Added a year/month display option when converting dates to text so time-based reporting is easier to scan.

• Fixed a major share link issue so viewers filter selections persist correctly and respect the allowed filter values on the base link.
• Repaired search-type filter variables so their search box apply behavior and chips reflect the actual search text.
• Ensured matrix widgets on share links only show the filter values that were actually selected not all possible values.
• Tightened share link security and behavior for filter variables backed by new automated tests so regressions are less likely.

• Stopped dashboards from failing to refresh data when a filter variable configuration cant be found falling back safely instead.
• Corrected a dashboard layout bug where saving a widget could cause other widgets to jump and overlap.
• Adjusted the global date filter so it only appears when at least one widget actually uses a date-based x-axis.
• Fixed dashboard copying so large dashboards duplicate more reliably instead of getting stuck copying indefinitely.
• Improved dashboard refresh behavior so dashboards continue updating as expected after being viewed.

• Fixed date-based drilldown displays so date columns show the correct values instead of overwritten floored dates.
• Ensured numeric columns in drilldowns sort as numbers not text and removed stray blank rows from the results.
• Corrected drilldown CSV exports so text columns are not misread as numbers and no longer show Invalid Number.

• Prevented temporary ConnectWise sync errors from flooding alerts while still tracking retries behind the scenes.
• Resolved an issue where Liongard users sometimes saw a login screen instead of being signed in from their token link.
• Prevented certain ConnectWise timeout errors from being sent to error tracking when theyre transient and expected.
• Stopped the 2FA reminder dialog from appearing for Liongard token-based logins when it isnt required.
• Fixed Excel integration token handling so refresh tokens no longer expire after 24 hours and break scheduled syncs.
• Fixed a bug where Liongard users sometimes saw a logout or login screen the first time they opened the app from a token.
• Fixed an Autotask sync error caused by optional custom fields sometimes returning empty values.

• Reduced false You are offline popups by checking real backend connectivity with retries before showing the dialog.
• Dramatically improved loading performance for large joined datasets so the editor opens much faster.

• Resolved an issue where QuickBooks Desktop connections could fail due to an unsupported connector configuration.
• Fixed the QuickBooks on-premise integration so its cloud connector dialect is recognized consistently.
• Smoothed out several on-prem Sync Agent issues so setup error handling and QuickBooks authorization behave more reliably.

• You can now connect HaloPSA as a data source to pull tickets clients agents actions and invoices into Resplendent so you can report on your PSA data in one place.

• Ticket activity updates that reference a ticket now automatically update the connected ticket keeping your ticket data in sync without manual refreshes.

• You can now open setup documentation directly from each connector making it easier to configure new integrations without hunting for docs.
• Notifications have been redesigned with a clearer list richer cards and a clear all option so you can quickly review activity and then get back to an empty inbox.
• Dashboards now adjust how often they refresh based on how frequently theyre viewed and they show a clear refreshing data indicator so you always know when numbers are up to date.

• Dashboard headers now include breadcrumb navigation and a home button making it easy to drill into other dashboards and then jump back to where you started.

• The app has been upgraded to the latest Angular framework improving performance stability and long-term support behind the scenes.

• Liongard-powered datasets are now more resilient to schema changes so missing columns no longer break your data and instead appear as empty text fields.
• When you apply a dashboard template the dashboard list now updates in real time and clearly shows whether the job is still running or has failed reducing guesswork and unnecessary page refreshes.

• Matrix widgets now correctly apply apply to all data thresholds across every column so your color-coding stays consistent across the full table.
• The dashboard editor sidebar now loads reliably so you can always see and edit widget and layout options without getting a blank panel.
• Pivoted table widgets and modified dataset previews now respect your rounding settings so numbers match between previews and final widgets.
• Widgets that use a second x-axis now show meaningful labels in drilldowns instead of undefined making drilldown tables easier to read.
• When you swap a widgets dataset the layer name now updates automatically only when it previously matched the old dataset name preserving any custom layer names youve set.
• The widget editor now handles edge cases more safely preventing errors that could hide the widget preview while you configure it.

• AutoTask integrations now continue syncing reliably after the first run keeping PSA data in Resplendent up to date over time.
• Intermittent connection timeouts to external services are now retried more gracefully preventing noisy error spikes and keeping data syncs running smoothly.

• Shared dashboard links now correctly respect filter variable edits so viewers see the filters you configured instead of broken or stale values.
• Legacy percentage filters that stored true/false as text now behave correctly so existing dashboards using those filters calculate percentages as expected.

• When impersonating another user admins no longer see that users 2FA prompts or settings so impersonation sessions stay smooth while keeping security controls intact.

• Add scheduling so admins can create and manage recurring schedules with flexible timing rules and time zones for automated workflows.
• Introduce a full scheduling interface so you can create edit and delete recurring triggers with an intuitive rule builder and clear previews.

• Allow you to create and load immutable widget snapshots so you can capture a point-in-time view of widget settings and data then safely revisit or reuse it later.
• Make widget snapshots available directly inside widgets so you can load saved configurations and data without rebuilding them from scratch.
• Improve snapshot storage behind the scenes so saving and using snapshots is more reliable as you work with complex dashboards.

• Let each person using a shared dashboard link keep their own filter settings so one persons changes no longer affect what others see.
• Organize shared dashboards into folders so teams can group related links find what they need faster and keep long lists tidy.
• Add an Auto-Compact Widgets option so widgets slide up keeping dashboards tightly packed with less manual rearranging.

• Enable drill-down headers to respect your custom themes so the details view feels consistent with the rest of your branding.
• Introduce a calendar icon and popover on widgets filtered by the global date control so its clear when and how a widget is being limited by date.

• Add a clear warning when applying a quick filter to a widget that affects all users so changes feel safer and less surprising.
• Visually overhaul the filter sidebar with clearer chips an All Filters dialog and better date options so managing filters is easier and more discoverable.
• Refresh the integrations page with search better statistics and improved empty states so its faster to see whats connected and whats available.

• Add search to the Google Sheets sheet selector so its much easier to find the exact sheet you want in large accounts.
• Tighten Google authorization scopes for Sheets so the integration requests only the minimal access needed while still working smoothly.

• Fix an issue where charts using weekly time increments could show dates shifted by a week so time-based views now line up correctly with your data.
• Resolve a problem where Autotask tickets could stall during syncing improving the reliability of ticket updates over time.
• Repair QuickBooks line item dataset syncing by correctly handling virtual primary keys so those datasets can refresh without errors.
• Improve handling of failing data sources so repeated calculation errors no longer clog processing and are tracked more safely.
• Reduce retries and improve stability around long-running sync jobs so background processes fail less noisily and recover more predictably.

• Ensure you can always add new virtual columns even when working with aggregated modified datasets preventing errors that blocked those edits.
• Prevent template card descriptions from being cut off by adding a Show more option so longer explanations are easy to read without breaking layouts.

• Fix cases where some Google Sheets spreadsheets would not appear in the selector so all eligible sheets are now available to choose from.
• Fix Excel file discovery for Office 365 so you can reliably browse and select spreadsheets from your Microsoft storage.
• Improve Excel and cloud file handling so files from different drives and locations are discovered deduplicated and listed more consistently.
• Make the Google Sheets and Excel selector components more usable so picking the right file or sheet is smoother in everyday workflows.

• Handle missing or inaccessible avatar images more gracefully so users without an uploaded avatar no longer trigger system errors.

• Visual overhaul for the widget data indicator dot popover: The widgets data indicator now has a refreshed look making it easier to spot and more visually appealing.
• The widget type selector during widget building is now more visually appealing and informative.
• Visual refinement of the template gallery.

• Fixed date format conversion: Dates in the format 2025-03-07T08:00:00.000Z are now correctly recognized and handled ensuring accurate date displays and calculations.
• Reduced logging on incremental sync worker: Sync operations now run more efficiently with less background logging to improve performance and reduce slowdowns.
• Sorting on widgets: Sorting from highest to lowest (and vice versa) now works as expected in widgets making it easier to organize your data.

• Color mode in widget settings: Fixed an issue where the color mode would unexpectedly switch to thresholds when editing a widgets settings.
• Find and replace tool: Users can now insert a null value using the find and replace tool making data cleanup more flexible.
• Template gallery preview: Preview text in the template gallery now displays correctly even when the preview area is small.

• Compare this weeks data to last years with a new option in widgets making it easier to spot trends. The comparison is only available for single modified datasets with a date filter.
• Drill down into another dashboard and filter it based on what you click for deeper data exploration.
• Adjust the filters for widgets without opening the widget editor for quick filter changes.

• Autotask alpha integration now lets you sync tickets contacts and project data automatically streamlining your workflow and centralizing client management.
• You can now request the ServiceSurveyQuestions dataset for more flexible reporting.
• Add wbsCode and isIssueFlag to ConnectWise tickets making it easier to manage and report on project and service tickets.

• You can now copy widgets on template dashboards making dashboard customization faster and easier.
• The template gallery is now organized by integration type and you can filter widgets by tag description name and dataset.
• The Show favorite datasets toggle and the ability to copy drilldown columns are back in the widget editor including support for favorite modified datasets.

• Sync jobs will only run if there are tables to process improving efficiency.
• Date conversion during data ingest is now more robust reducing errors with imported data.
• Memory usage for table processing has been optimized for better performance.
• The is processing logic for resyncing modified datasets has been improved to prevent stuck syncs.

• ConnectWise Ticket Audit Trail now includes more detailed notes and time entry fields.
• Time entries are now updated automatically when invoice callbacks occur.

• Stripe business tier is now supported in both the UI and backend making subscription management easier.

• Fixed an issue where widgets with thresholds couldnt create a threshold under certain conditions.
• Fixed a bug where not all data was loaded in large drilldowns—now all rows are displayed as expected.
• Editing widgets now works even if youve reached your widget cap.
• Fixed extra scroll bars and scrolling issues in the widget editor.
• Fixed inability to edit chart colors in the theme editor.

• The filter popover now stays on screen on wide displays and wont fall off the edge.
• Fixed a bug where users needed to refresh the dashboard to see new filter variables.
• Fixed grouped filter items being duplicated when deleting filter conditions.

• The copy drilldown columns button and the show favorite datasets toggle are restored in the widget editor.
• Applying a dashboard template now keeps the dashboard in its original folder instead of moving it to the root directory.
• Fixed dashboard creation so new dashboards are saved in the correct folder.

• Fixed tickets not being deleted by ConnectWise callbacks.
• Fixed issues with metrics that needed to be displayed as new rows instead of columns.
• Fixed bugs with resyncing modified datasets getting stuck if the is processing flag wasnt cleared.

• Fixed a bug where Liongard users were reminded to enable two-factor authentication unnecessarily.
• Fixed dialog pointing to the wrong changelog URL.
• Fixed errors with two-factor authentication for existing users.
• Fixed front end unlimited values to show based on tier limits state.
• Fixed theme system issues including theme picker visibility and tier limits during impersonation.

• Revamped the widget editor for a smoother experience including new calculation options improved filters and easier chart customization

• Added an option to autolock tools in modified datasets created from templates preventing accidental overwrites
• You can now mark columns as IDs in the dataset editor so they display correctly in drill-down data
• Added clear descriptions to joined datasets modified datasets and normal datasets to help you understand each type’s purpose

• Added a button to unlink a template dashboard from its template making it editable
• Added wbsCode and isIssueFlag fields to the base ConnectWise tickets dataset for more flexible reporting

• Project tickets now update automatically when related schedules change keeping everything in sync
• Time entries now update automatically if an invoice changes

• The Google Sheets connector now uses CData and a new permission scope letting you choose which spreadsheet to connect

• Improved the frontend to prevent unwanted redirects to the marketing login page
• ConnectWise tickets audit trail now includes more detailed notes and time entry information
• Optimized memory usage for large tables improving performance

• The quarter X axis now displays correctly in charts
• Deleting filter items no longer duplicates grouped filter items in widgets

• Datetime columns in ConnectWise reports now display as empty only if they have no dates
• ConnectWiseClientID is now properly set as an environment variable
• Fixed a data type error when filling null values

• Expired links now behave as expected
• Copying templates works as intended
• The dialog now points to the correct changelog URL

• Liongard users are only reminded to enable two-factor authentication when needed
• Python type conversion in backend calculations now works without errors
• Large audit logs are now handled more smoothly for better usability

• Add multiple conditions to find and replace: You can now use if elif and else logic to perform more flexible find and replace actions making it easier to clean up and modify datasets in bulk.

• Dashboard template application indicator and access restriction: Dashboards now show an indicator when a template is being applied and restrict access until the process is complete ensuring you only interact with fully ready dashboards.
• Dashboard template indicator and edit restrictions: Dashboards that are templates are now clearly marked and editing is restricted to prevent accidental changes. You can still copy templates for your own use.

• The users frontend version now updates automatically when opening the site so you will only be prompted to refresh if you have the app open during an update. This reduces unnecessary refresh requests and ensures you always have the latest version.
• Prevent repeated Microsoft account consent prompts: You will now only be asked to consent to Microsoft account access on your first login not every time you sign in.
• Toggle all legend items on a line chart: Easily select or remove all lines from view with a single action improving usability for charts with many data series.

• The filtered timespan on widgets now works with any date filter not just between dates making it easier to analyze data over custom periods.
• Update all dependencies when re-applying a template: When a template is reapplied all related dependencies are updated to maintain consistency and accuracy.
• Add daily polling for inactive datasets on Liongard metrics: Inactive datasets are now automatically checked and reactivated ensuring continuous data availability.

• Make the bar line and pie charts have bolder data label fonts: Chart labels are now easier to read with bolder fonts.

• Fixed memory issues with the new data processing engine improving reliability and performance when working with large or complex datasets.
• Fixed NinjaOne integration: Device online status now syncs correctly after a device returns online.
• Fixed issue where converting string columns with date-time formats to date type could fail. Now valid date-time strings are properly converted.
• Fixed Liongard API error: Arrays of different data types are now handled correctly preventing system errors.
• Validation errors for metric data are now handled gracefully so one bad row wont stop your data from loading.
• Forcing a column to date type now works correctly on Liongard string columns with date-like values.

• Signup now returns clear error messages including when an email is already in use so you know exactly what needs to be fixed to complete registration.
• Microsoft login now opens in a separate tab instead of a popup preventing login prompts from being blocked and making sign-in smoother.
• Improved error message for duplicate dataset addition: When you try to add a dataset that already exists you now get a clear message explaining the situation and what to do next.
• Widgets now show loading indicators when saving previewing or opening dashboards so you always know when an action is in progress.
• Fixed TypeError in widget editor: The widget editor now handles missing or null values gracefully.
• Saving a user no longer redirects to the datasets page unexpectedly.

• Bar charts now respect the minimum y value setting so negative values are not shown when the minimum is set to 0.
• Inactive dataset warnings on widgets now appear even on slow networks.
• Share links now display the correct date range filter values instead of object object.

• Fixed ShareLink duplication button: Duplicating a ShareLink now works as expected and respects feature limits.

• Added an option in share links to prevent filter variables from being changed when viewing a dashboard from a shared link.
• Set a global date range for share links making it easier to control what data is shown.

• Pie charts now support multiple datasets for more flexible visualizations.

• Improved the filter variable side menu with search multi-select and faster performance even with large numbers of options.
• UI now shows an indicator when you’re using the default filter variable state making it easier to know when you’re on default settings.
• When changing a share link’s default variable state any non-default states are now removed for consistency.

• Added an option to prevent joins from being overwritten by templates ensuring your custom joins remain intact.

• Added handling for public link tier limits so you’ll see clear feedback if you reach your plan’s sharing limits.

• Improved performance of Liongard queries for faster results.
• Made environment ID and environment name required columns for Liongard integration metrics ensuring more complete and consistent data.
• Migrated Stemmons entities to a new more reliable API.
• Added external API user endpoint error logging for better troubleshooting.

• Updated widget button styles so all buttons within widgets are consistently sized making the interface more visually uniform.

• Made sure the isSyncing flag on the client database table resets automatically if stuck preventing sync issues.
• Modified how user metadata is handled in tokens for improved security and reliability.
• Full widescreen print view toggle now looks great in light mode.

• Filter variables now update correctly when reapplying templates.
• Dataset columns are now properly added when applying templates.
• Dashboard data no longer goes missing after applying a new template until filter variables are applied.
• Update dependencies on copy to template now ensure base tables are only updated once.
• Fixed slow performance when clicking the Apply button in the US Liongard Template Gallery.
• Fixed the loading state and button disable behavior on the template gallery Apply action to prevent multiple submissions.

• The widget loading state for filtering data now only affects the relevant widget instead of all widgets.
• Dashboard list and data now refresh immediately after copying.
• Widgets now reset to zero when no data is present.
• Chart legends now display correctly after applying filter variables.
• Saving a filter variable now properly affects values on dynamic variables.
• Fixed bugs with date range filter reset and variable selection in widgets ensuring widgets reload correctly.

• Table widget export on Liongard now returns the correct data.
• Fixed a bug where joining using a modified dataset could cause a column not found error.
• Fixed a ValueError that could occur when trying to combine an empty list of data.
• Fixed retry logic for failed sources so retries continue beyond seven attempts.

• Fixed Liongard theme input tags so text is visible against the background.
• The inactive datasets message now reliably appears on the first dashboard load.
• Fixed a bug with Liongard static string widget templates.
• Fixed filtering so empty metadata doesn’t affect results and only member users’ filter variable state is affected by metadata.

• Added the audit trail for opportunities on the ConnectWise integration allowing you to track changes and activity for each opportunity.

• Improved the process for applying background templates.
• Added user permissions for template management.

• Updated widget button styles so all buttons within widgets are consistently sized making the interface more visually uniform.

• Filter variables now update correctly when reapplying templates.
• Dataset columns are now properly added when applying a template.
• The widget loading state for filtering data now only affects the relevant widget instead of all widgets.

• Resolved a regression with Smileback authentication.

• Added employee identifier to the ConnectWise members dataset for improved tracking.
• Introduced a new documents dataset for ConnectWise including validation for specific document types.
• Added team roles support to the ConnectWise endpoint.

• Button widgets can no longer be clicked in edit mode making it easier to drag them without accidental activation.

• System now retries requests only twice after a disconnect reducing unnecessary server load.
• Data processing has been optimized to handle scaling issues more efficiently.
• Liongard API now processes data in batches of five for better performance.

• Changing the operator on a filter no longer causes the filter value to disappear after saving.
• Datasets that could not sync due to a flag being set too early are now resolved.
• Slow data refresh now triggers as intended.

• Table widget exports now produce correct CSV files.

• Images no longer fall out of widget boundaries in the image widget.
• Staff users can no longer see share links for dashboards they do not have access to.

• The subscription page now displays correctly.
• Stripe now shows all products ensuring trial signups work as expected.
• Email addresses for logging in are now case-insensitive.
• Customer creation webhook from Stripe no longer fails due to missing data.

• Markdown Widget Type: Added a new widget type for displaying Markdown content.
• Button Widget Type: Added a button widget that lets you edit text add URLs and link to other dashboards.

• Virtual columns now support adding business days to dates instead of calendar days.

• Alternative tickets audit trail: Improved audit trail for tickets including board changes emails sent and notes.

• Source verification now happens during incremental sync to ensure OAuth tokens are refreshed properly.
• Table sync timeout can now be configured using environment variables.
• The Stemmons API now includes the list ID for better integration.

• Enhanced the fast ticket audit log to better support notes and email tracking.
• Checkbox text in the sidebar is now white for better visibility with the Liongard theme.

• The chart grid now uses dimmer colors and has more spacing for better readability.
• Fixed an error when clicking on a blank bar in drilldowns.
• Fixed a bug that caused errors when sorting chart labels.

• Resyncing a dataset no longer fails if the table was already in use.
• Fixed a bug affecting date range filters.

• Share links can now be copied correctly in Safari.
• Fixed an issue where moving parentheses in virtual columns would sometimes revert to the original block.

• Alternative tickets audit trail: Added a new audit trail for alternative tickets including board changes emails sent and notes. Each entry now has a unique ID and parses old/new values for notes time entries and resources.
• User metadata is now included in the external API.

• Matrix widget dynamic columns: Matrix widgets can now create dynamic columns based on selected dataset columns allowing more flexible data visualization.
• Pie charts can now show percentage on the label.

• Global filters now support filtering between two dates.

• The timeout for syncing a table is now configurable via environment variable.
• Sources are marked as syncing and won’t sync if already in progress.
• Pagination for Liongard metrics API is now asynchronous for better performance.
• Optimized the logic for setting the is_syncing flag.
• The system now automatically picks up datasets that are stuck in the initial sync status.

• The inactive dataset message looks better on small widgets and works with modified datasets.
• Previous period display improved in small widgets.
• Side tabs now auto-scroll to the selected category in matrix widgets.
• Column names can now wrap on table widgets.
• Broken widget notifications now include error details.
• Improved handling and notifications for empty datasets.

• Tightened up impersonator security.
• UI can now display a whitelabel app name from environment variables.
• Checkbox text in the Liongard theme sidebar is now white for better visibility.

• Improved the fast ticket audit log to better handle notes and emails supporting both added and updated notes and displaying email addresses in old/new value fields.
• Stemmons API now includes the list ID.
• Added option to truncate date/time when comparing date/time fields.
• Added explanations for why data updates every 5 minutes instead of every one minute.
• Multiple improvements including better token handling impersonator user experience sidebar highlighting and HTTP sanity checks.

• Resyncing a dataset no longer fails if the table is already being queried.
• Prevented conflicts between incremental sync and initial sync running simultaneously.
• SLA information now updates correctly in tickets base dataset.
• Resolved KeyError: ‘Contacts_id’ in backend.
• Join table key type issue resolved.
• StringCacheMismatchError when comparing categoricals from different sources is resolved.
• Table/data modifier now recomputes links for all children on save.
• Join tables now accurately reflect the number of records pulled instead of showing misleading numbers.

• Matrix widget now reliably displays data.
• Large numbers in bar chart data labels are now formatted with commas.
• Pie chart modal data now displays correctly.
• Boolean values in virtual columns now display correctly in data modifier.
• ‘View Widgets’ in gallery now works.

• Filter variable date range now works as expected.
• Find and replace filter now activates correctly.
• Date comparison with force date option now works.
• Custom calc columns now support filter variables.
• Deleting a calc with filter variable state now works properly.
• Text field not blank filter now works on service surveys comments.

• Neutral changes are now readable in previous period views.
• Date filter icon only appears for date/datetime columns.
• Various small template bugs squashed.

• manager.identifier is now explicitly defined in the projects CW dataset.
• Frontend environment variable is now set correctly.
• tagNumber column removed from configurations dataset.
• Build errors resolved.

• Global dashboard date range filter. Users can now filter all widgets on a dashboard by a date. All they have to do is specify in each widget which column to filter by
• Datasets, joined datasets, and modified datasets now have an option to mark them as favorites to make them easier to find when building a new widget.
• Custom date ranges can be used in the global date range filter via filter variables for custom calendars.

• We have a basic reseller portal! Now resellers can manage their clients.
• Public API for our Reseller partners

• Sharelinks have the option to set the description of the sharelink as the title of the dashboard for whoever loads the dashboard via the sharelink.
• Virtual columns can now convert date times to just time.
• Added option to set what hour of the day a nightly resync runs.
• Custom theming for our Starship clients.

• There’s an option on matrix widgets to let the data fit the data or fit the widget.
• Added the Service Teams dataset to the ConnectWise integration.

Huge upgrade to the filtering UI throughout the app. This overhaul took almost 10 months to complete, and makes it easier to use the filters even when performing complex operations.

• Enhanced initial dashboard load so dashboards load even faster.
• Improved data processing speed.
• We’ve made a universal timezone dropdown to keep our UI consistent and easy to use.

• If no widget on a dashboard uses the global date range filter, the button no longer shows up.
• Added information about dataset sync times to the datasets page.
• Switching a dashboard to print mode now shows the dashboard title and filter variables used on the dashboard.
• The widget drilldowns now represent data with two groupings much better.

• Permissions improvements for some edge cases.
• Better error messages during user invite process
• Several improvements to our Liongard integration.
• Added the hoursDeduct column to the ConnectWise Time Entries dataset.

• Several bug fixes to modified datasets used in joined datasets. Column links from the modified datasets pass through to the joined dataset. If a joined dataset is made of only modified datasets, it now continues to update data instead of updating only once.
• Bug fixes to the modified dataset explode dates tool.
• Fixed timezone issues with modified dataset filters.
• Fixed some joined dataset edge cases
• Fixed copy/paste issue with modified datasets where it sometimes wouldn’t let you paste without reloading.
• Disable/enable wasn’t applying on the “Rename Columns” modified dataset tool.
• Fixed an issue where users couldn’t remove columns from broken joined datasets.

• Fixed issue number widgets with abbreviated number turned off weren’t respecting set decimal places.
• Fixed issue where number and text widgets weren’t resizing their number after the browser window resized.
• Fixed an issue where users couldn’t open the widget drilldowns when date range was enabled.
• The custom computation type in the widget editor wasn’t savable, and we fixed it.
• There was a bug that prevented users from copying the column layout of one widget to another widget. That’s fixed now.
• Filter variable icon on the widgets no longer expands the entire height of the screen if there are a ton of enabled values.
• Widgets now resubscribe to data updates after a connection interruption even if they’re using filter variables or filter views.

• Fixed a bug where the dashboard date range filter didn’t work with other filter variables applied to the same widgets being filtered by the global filter.
• Several fixes to the filtering system.
• Bug where users couldn’t set filters on the “find and replace” modifier tool after the first application is squashed.
• Resolved an issue where dashboards would stop updating if the browser reconnected to the internet.
• Filters using grouping can be ungrouped now.

• Smashed a bug that caused some columns not to sort properly.
• When exporting a table widget to a csv, it didn’t use the pretty names for the table header. Now it does.
• Fixed exported number data having many decimal places.
• Many many many data processing improvements.

• Several bug fixes with our integration with ConnectWise callbacks that make the data more reliable and handle weird edge cases.
• Fixed the ConnectWise Configurations dataset. It wouldn’t load for some.
• Fixed several issues with the QuickBooks Online integration.
• Added some fixes and error handling to the Google Sheets integration.

• Several fixes to applying templates.
• Fixed side menu sometimes not being clickable until a refresh.
• Improved how dates are rendered in the modified dataset preview.
• Recent dashboards now populates for all users
• Fixed an issue that was preventing users from uploading sounds to the sound board.

We’re finally a modern web app and have added the ability for admins to invite users to their Resplendent Portal.

There’s a new print button at the top right of the dashboard that lets users turn their dashboard into a PDF… or if they’re in the stone age, print the dashboard onto a piece of paper.

• We’ve greatly improved our authentication flow and security across the board.
• Quick enable in the modified dataset editor is disabled by default to prevent confusion.
• Modified Dataset previews show datetimes in the local timezone instead of UTC since mental conversion is hard.

• Improved error handling during the initial sync of a dataset.
• We’re now way more efficient when processing large datasets and can handle so much more data.
• Virtual column grouping is greatly improved performance-wise.
• Joined Datasets are more efficient on our backend, so you can get crazier with your joins.

• The products ConnectWise dataset now supports custom fields.
• The agreements ConnectWise dataset has access to the application units field.
• Applying a template turns on callbacks for ConnectWise datasets now, which means the data is more reliable.

• Table and matrix widgets have consistent column width.
• Various timezone-related bug fixes.

• Fixed some errors when deleting datasets tied to a ConnectWise callback.
• Creating a virtual column with the same name as another virtual column would wreak havoc. Now that’s fixed.

• Funnel chart! Useful for visualizing sales pipelines.
• You’ve heard of bar charts? Well, we’ve got the same thing but horizontal… Horizontal bar charts.

Added option on widgets to compare the current value to the value this time last period (aka compare to previous mode).

Here’s an example: If you have a widget that shows the tickets closed this month, you can enable Compare Mode and show on the same widget what last month was like and the percent difference between the two.

• New filter variable type that lets users add a search field to any widget. Useful for situations where you want to filter a widget or group of widgets by a column that contains many unique values like the summary on a ticket or the name of an invoice.
• There’s a new bulk filter editor in dashboard edit mode. The bulk filter lets users quickly edit the filters of widgets in bulk and change filters in one UI instead of switching between widgets.
• The between dates filter now has an option to set the start day of the week. If you start your weeks on Tuesday (Idk why you’d do that), now you can.
• There’s now a global date filter on the dashboards. It’s a convenient way to quickly filter a dashboard to a specific date or date range.

• Users can now pivot table widgets which is useful for getting more concise information from a massive dataset.
• Widget drilldowns can be ordered and limited

We’ve added a copy and paste feature to modified dataset functions so it’s easy to copy functionality from one modified dataset to another.

Excel integration upgrade to handle date columns automatically.

That is… to automatically handle Excel’s automatic handling of creating a date from every possible cell value.

• Fixed several issues with the ConnectWise callbacks that were causing bottlenecks in our data pipeline.
• When a ConnectWise schedule is updated, we now update the resources on the corresponding ticket. We have to go the extra mile because when you remove a resource on a ticket, it doesn’t count as an update to the ticket. We have no idea why this is the case, but you don’t have to worry about it now.

• Data pipeline optimizations.
• Improved the filtering efficiency of joined dataset filters.

• Copying a widget from one dashboard to another doesn’t add a “2” to the end of the widget name.
• Table and matrix widgets no longer scroll to the top when the data updates.
• Member users are not allowed to edit share links.
• Modified dataset editor got some UI love.

P.S. Yes, we know UX and UI are different and can’t always be lumped together as the same thing.

• Dataset Columns
  • Excel didn’t respect the columns selected in the dataset editor. Now it does.
• Virtual Columns
  • Virtual column row offsets are stay applied after editing.
  • Fixed the virtual column grouping mode. It was previously completely broken.
• Widget Columns
  • Copying a matrix widget no longer randomly orders the columns in the copied version.
  • Fixed an issue were users couldn’t pin the first column in a transposed table widget.
  • Opening the widget editor on a widget that’s using exclude mode on the column no longer resets the columns.

• The dynamic date range filter variable would show [Object object] at the top of the dashboard when applied. Now it shows the date range.
• Fixed an issue where the dashboard would scroll to the bottom when opening it.
• Removed some UI elements that shouldn’t show up when a user’s role is “Member”
• More bug fixes to audio playback on thresholds.

• Fixed a bug where joined datasets would error if one of the datasets being joined was empty.
• Fixes for the backup radar integration.
• Resolved Start and End calendar times on the ConnectWise Time Entries dataset not being correct.

• Widgets now have the option to add dollar signs and percent signs to the drilldown data. When a column is specified to include a sign on it, all values will have a percent or suffix sign.
• We’ve added a transpose tool to the modified dataset arsenal. Transposing a dataset can help see data horizontally on table widgets. We also added the transpose feature as an option in the widget so you don’t need to make a modified dataset to transpose data on a table widget.

• Filter Variables have a new date range mode. The date range mode lets users choose two columns from a dataset, start date and end date. Once the two columns are selected, each pair of dates in the dataset will become a date range to filter. This feature helps create filters for custom calendars.
• A new Truncate Date Time tool was added to the modified dataset tools. This tool lets users convert a column that contains a date and time and zero out seconds, minutes, hours, and days. Truncating time is helpful when trying to group data by time. For example, if I wanted to group all tickets entered by the hour, I could truncate the date entered column to zero out the minutes, then group by the date entered column.

• A beta of the backup radar integration was added.
• There is a new option on widgets to remove filler days on widgets using date and date time columns for the x-axis. For example, if the dataset doesn’t have any records on Sunday, we normally fill the point with 0 to keep all the days on the chart. Sometimes, you don’t want to see all of the days; you just want to see the trend. This option turns off the filling functionality.
• Horizontal Bar chart. Nuff said.

• Added the “source” and “campaign” columns to the opportunities dataset in the ConnectWise integration. It helps see where leads are generated and from which campaign they came.

• Improved the sharelink creation UI to be easy to use.
• Increased load time performance for dashboards.
• Filter variable application is much faster now.

• When importing data from databases, we now can convert number columns in the format of “yymmdd” to date columns.
• Improved color contrast for the drilldown data column titles.
• Setting global colors on a dashboard allows partial matches to labels to be made.

• Enhanced the template gallery cards to make it easier to find widget templates
• Added support for Safari 16.
• Organized the tools on the modified dataset editor into categories.
• The Excel integration can pull Excel files from SharePoint.

• Fixed a bug where Text widgets wouldn’t let you edit them after they were created.
• Fixed an issue where decimals would appear on number widgets even when decimal places were set to 0.
• Fixed a bug that caused widgets to load indefinitely after creating them.
• Data updates no longer overwrite the widget preview opened in the widget editor.

• Fixed several issues with the virtual primary key on the AS400 integration
• Solved bugs with the pivot modified dataset function.
• Many bug fixes and optimizations to our data processing pipeline.
• Some datasets weren’t continuing to sync after failing to sync several times. Now, if a dataset fails to sync, we’ll keep trying to sync it but progressively increase the time between syncs.

• Fixed the total value on stacked bar charts not honoring the theme color.
• Various fixes to the threshold UI for Matrix widgets.
• Sorting in the matrix widget is no longer broken.
• Date columns appear as dates instead of dates with time on table widgets.
• If a widget used a date column as the x-axis, the drilldown wasn’t splitting the data by day. Now it does.

• Fixed an error that was thrown when a filter view was copied.
• Various filter variable bugs taken care of.
• Fixed a bug that prevented users from being able to select the column order of widget drilldowns.
• Adjusting columns in the widget no longer requires the user to refresh the browser for the changes to take effect.

• Fixed issue where loading an existing integration connection would fail sometimes.
• The Google Sheets integration can now handle columns of data with JSON in them.

• Various template bugs were squashed
• Fixed audio not playing when a threshold was met.
• Fixed a bug where saving your profile picture would remove any dashboard groups assigned to you. Now you can get your glam on without consequence (in Resplendent Data).

Users can add thresholds to matrix widgets, allowing them to visualize when their numbers are missing goals.

• We’ve added an option to let users choose the first column’s name in the matrix widget. Instead of only being called “name,” the user can put any descriptive column name they’d like.
• We’ve added support for changing the date format in table and matrix widgets so that date columns can be more customized.

Users can add descriptions to a dashboard by going into edit mode on any dashboard and clicking the (i) info icon next to the dashboard’s title. The description supports markdown.

Added the charge codes dataset for the ConnectWise integration.

Applying templates is waaaaay faster. Went from 20+ seconds to under 5.

We can handle more date formats when importing data from other systems.

Added the project ID and name to the Time Entries dataset for the ConnectWise integration.

• Tons of performance improvements and optimizations
• Added various minor visual improvements to the modified datasets editor.

• Fixed a bug that prevented the “exclude mode” in the Fill NULL tool from being unchecked.
• Fixed a bug where some LionGard metrics had unsupported formats.
• Fixed a memory leak on the backend.
• Various Filter Variable fixes and improvements.
• More fixes for the widget threshold sounds.

• We’ve made the template gallery show all widgets on a dashboard so you can apply the template’s widgets individually instead of the whole dashboard.
• Added a tool to help you analyze data day-by-day. If you have data that shows when something starts and ends, this tool creates a row for each day in between.
• Users can add passwords to sharelinks to keep them private.
• Added Puerto Rico as a supported timezone (ya know, seeing as our HQ is there).

• Matrix widget has an option to show cells as blank instead of 0.
• Option to add threshold colors to the Matrix widget.
• We’ve added “mode” and “range” as computation methods for widgets.

• Added the ConnectWise Ticket Audit Log dataset so users can get more details on ticket history.
• Modified datasets can be used as a dataset in a joined dataset.
• We’ve finished the groundwork to support integrations with callbacks and are working on getting the “go ahead” from ConnectWise to enable it.
• We now support one of the most archaic databases, IBM DB2.
• Support to use multiple columns to create a primary key. This is useful when trying to pull in data from a database that doesn’t have a column with a unique key.
• Added support for multiple columns to be used as the join key in a joined dataset.

• Increased status dot performance.
• Performance upgrades to our backend.
• Can handle additional Liongard metrics.

• Logging out now navigates users to a dedicated logout page.
• We’ve added support for more data types that come from databases and integrations to make sure we can pull in more data from more integrations.
• The “Use Templates” button won’t show on integrations with no templates.
• Dynamic columns created from a pivoted modified dataset now appear in modifier tools after the pivot tool.

• Switching from a date column to a text column in the widget editor kept the text delimiter input as disabled. Now… it doesn’t.
• Fixed various bugs with sound thresholds playing at the wrong time.
• Fixed minor bugs with the matrix widget’s auto-column sizing.
• Fixed an issue where the drilldown colors were always gray regardless of the chart’s colors.
• Styling improvements for the widget editor.
• Improved styling of the widget documentation popover.
• The date x-axis only showed every other day. Now it shows every day if there’s enough space.
• Large tooltips would be hidden behind widgets in some cases.
• Custom calculations on widgets sometimes show errors when they shouldn’t have.

• Fixed various bugs with template application.
• Fixed minor issues with some Liongard metrics.
• Fixed a bug with ConnectWise time entries sometimes when returning information in some columns.
• Bug fix for an error that would show up when trying to add a new integration.

Widget Documentation: Added a documentation field in the widget editor that lets users describe what a widget is used for. It supports markdown, so the formatting sky is the limit.

• Added the Schedule Report dataset to the ConnectWise integration. It has more details that the base schedules dataset doesn’t have.
• We’ve released the beta version of the Liongard integration for users to start testing out.
• Added the Activities dataset to the ConnectWise integration.

When adding a filter variable to a widget, the dialog shows the active filter variables used by other widgets on the dashboard.

• Gave the rename column tool a makeover because it was UGLY.
• Tons of architecture improvements that enhance security and performance.

• Fixed the widget soundboard because it wasn’t working.
• Improved the column widths on the table widget. They would sometimes have inappropriate widths.

• Fixed an issue that wouldn’t let users apply templates if they had two of the same integration.
• Fixed an issue where dynamic filter variables added from a template wouldn’t tie to the correct dataset.
• Templates were taking a long time to load. No longer!

• Removed the global scroll bar that would show up for no reason.
• Resolved an issue where Coda and Excel wouldn’t sync after an initial sync.
• Fixed reverse alphabetical sorting on bar charts.
• Fixed an issue causing links set by modified datasets not to work.
• Columns coming in as lists are now converted to comma-separated lists.
• We can handle text columns being converted to booleans now.
• Fixed an issue where dataset options were ignoring default sync intervals
• Fixed an issue where staff users couldn’t see dashboards that weren’t added to a dashboard group.

• Added an exclude mode to the find and replace modified dataset tool. This lets users do a blanket find and replace across the whole dataset.
• New column rename tool in the modified datasets that lets users easily rename columns or virtual columns.
• Added lock flag to modified dataset tools applied by a template. Locking the tool prevents future applications of the template from overwriting it.
• The option to disable tools in a modified dataset. This is useful for testing different tools without having to delete them completely.
• Added modified dataset tool to fill null rows with the user’s desired value.
• Added filtering to joined datasets so users can filter them before joining.

• Custom calculations in the widget editor can now be filtered. A common use case is to divide the total tickets opened today by the total tickets closed today.
• Option in the widget editor to exclude columns in a widget instead of including them.
• New option to show the total above a stacked bar widget.
• Added option to limit values on matrix widgets.
• Added feature to select floating columns on table and matrix widgets so the selected columns are always visible while scrolling.

• We can mark integrations as private so only specific customers can access an integration. This is useful for custom integrations we’ve built specifically for clients that shouldn’t be publicly accessible.
• Our Google Sheets integration supports shared drives now.

• Upgraded to Angular 16
• Improved our updating process to make updates more seamless and stable.
• Made our subscription page more usable.
• When subtracting numbers, we made null values act as 0.

• To prevent confusion, the modified dataset preview now shows date times in the user’s timezone.
• We disabled the resync button on joined datasets since it didn’t do anything.
• Added the name of the connection for a dataset in the datasets table on the datasets page

Added change detection to ConnectWise Invoices so that when updated, the corresponding ConnectWise time entry is updated in Resplendent.

• Fixed an issue where bars in a bar widget would disappear when a threshold was applied, and the value of the var is a decimal between the upper and lower threshold.
• Fixed an issue where copying a widget would take a while.

• Fixed the ConnectWise Time Entries dataset so the hourly cost column isn’t always set to 0.
• Fixed an issue where the modified dataset preview randomly sends the columns in different orders.

• Minor bug fixes with the SmileBack integration.
• Fixed a bug where negative timestamps would cause an error when pulling data from MySQL.
• Fixed a bug where the filter variable tag at the top of the dashboard would stay even if no active filters were using the variable.
• Fixed some issues with Stemmons Quests.
• Fixed a bug where Google Sheets date time columns weren’t being formatted correctly.
• Fixed a bug where using a date column for the x-axis would format weirdly.
• Tons and tons of other bug fixes.

– Added project phases to the ConnectWise integration to have more in-depth tracking of projects

– The company team and company role datasets were added to the ConnectWise integration to give more information on team members in ConnectWise

– Users can remove the threshold number marker on the graph if there’s already a lot going on to help the chart feel less cluttered

– User can specify an x and y label to give more information on how the chart works

– Grouped data is sortable now

The opportunities ConnectWise dataset now includes custom fields

Advanced copying widgets now default to putting the copied widget in a new group.

General backend improvements & updates

– Labels would sometimes get cut off the top of the widgets

– Fixed custom calculation method not updating the widget preview when it was changed

– Fixed a bug where copying the columns from one widget to the other didn’t keep the order of the columns

– Overlaying the current value of a line chart on top of the line chart works now

– Bar chart y axis min not automatically set to 0

– Average calculation method no longer shows the count and average as two separate lines/bars

– Joined datasets now use the labels from the dataset if any have been applied

– Fixed an issues where the label of a dataset would show on the x axis of a bar chart if the value was 0

Single mode filter variables now always show one value currently active

Fixed threshold UI

Users can now use our pivot table modified dataset tool to pivot an existing dataset, which will help them transform their data into something more useful.

The audit log lets Admins see what dashboards have been accessed and records what widgets, dashboards, modified datasets, and datasets are updated.

Added product type dataset to ConnectWise. It gives more details on products.

The widget editor was given a major overhaul to make it easier to use.

• User can now group by another column in line and bar charts. This makes it a lot easier to create multiple lines or stacked bar charts to visualize categories within the data.
• We can show the difference between points on a line or bar chart to make it easier to quickly visualize how drastic a change was between data points.

Improvements to applying templates.

• Unions in join datasets don’t duplicate columns with the same name. So if a user is doing a union of the tickets and agreements table, there will be one company name column instead of two.
• Increased the number of rows a user can pull into a dataset from 500,000 to 5,000,000.
• Removing a column from a dataset also removes it from any joined dataset using it.
• Added product type id column to the products ConnectWise dataset.

• Fixed bug that caused bar charts with date x-axises to show dates off the edge of the chart.
  
• Bar and line charts would sometimes have their labels fall off the top of charts.

• Deleting a widget would throw an error.
  
• Resolved an issue where users couldn’t create new Static Value widgets.
  
• Mobile dashboard no longer puts the widgets in random order

• Join datasets would sometimes show an error notification.
• Links from modified datasets didn’t work.
• Resolved an issue where users couldn’t remove a dataset from a widget after the widget was saved.
• Changing dataset tabs in the widget editor would copy the filters of the first dataset to the next dataset, overwriting the original.
• Fixed some weird behavior in the dataset editor when filtering columns
• The Invoice Time Report ConnectWise dataset wasn’t working.

• Fixed an issue where numbers bigger than 1,000,000,000,000,000,000 would get cut off.
• Bug where the user couldn’t select an on-premise sync agent when using a database integration.
• Stemmons sometimes sends incorrect data when pulling data. We’ve implemented a fix to handle the data inconsistencies.
• Single filter variables would unselect after saving in a share link.

The widget editor has a new column selector dialog that makes adding and arranging the widget’s drill-down columns more intuitive.

The global search now lets users search by widgets, making it easier to find the data users are looking for faster.

Added a feature to pie and bar widgets that let users limit the number of pie slices or bars. This is useful for viewing the top 10 of a dataset.

• The single value filter variable now has an autocomplete input field.
• Users can select more than one single mode filter variable on share links.

Added a loading indicator when applying a template.

Hid some UI items that shouldn’t be viable to Member users.

Refreshing your browser while in the widget editor doesn’t take you out of the editor dialog.

Improvements for the Stemmons integration.

Increased the connection timeout for MySQL.

• Fixed a bug where the data stream label would get reset when opening the widget editor.
• Matrix widget index now respects selected filter variable values.
• Fixed autocomplete for the y-axis selector in the widget editor.
• Random widget editor fixes.

• Fixed some issues with the resolved date not getting set on the ConnectWise tickets dataset.
• Fixed some issues with data syncing when there were fewer rows in the source dataset than the batch pull size.
• Fixed some issues with Joined datasets getting custom labels mixed up.

Fixed various template issues.

When creating a share link, users can choose which variables show up in the link and then while using the share link, users can change which filter variables are active. Previously, users couldn’t change any filtering on a share link.

The dashboard group settings screen now shows all of the dashboards apart of the dashboard group and in the dashboard list, it shows which groups the dashboard is apart of.

Users can choose integration connection values as variables in drill down data links. This is useful if the user wants to add a link to a column in their data and wants to use the base URL of their integration connection.

Users can change the order of the datasets on a widget. This is useful for ordering the columns in a matrix widget or the way bars are stacked on bar widgets with more than one dataset.

The column links for ConnectWise datasets have been improved and have more columns with links automatically created.

The pricing page went through an overhaul.

Made our data processing more efficient and faster so we can handle more data.

Matrix widgets now have an export button.

Fixed an issue where the forgot password link wouldn’t work.

Solved a bug where loading a dashboard with filter variables wouldn’t show the current variables until hitting reply again.

Fixed a bug that prevented matrix widgets from loading on the initial load of a dashboard.

Resolved a bug in which the ConnectWise integration always pulled data in batches of 1000 during initial data ingest, regardless of the specified batch size.

Fixed a bug that didn’t update joined datasets when re-applying a template.

Our QuickBooks Online integration now supports the invoices dataset so users can track how much money they’re making (or losing).

Users can now change the source dataset for a modified dataset. This is useful if you’ve created a joined dataset that would better serve as the base for an existing modified dataset.

When deleting a Filter Variable, a dialog will show users which dashboards the variable is being used on so the variable isn’t accidentally deleted.

The Filter Variable chips on the dashboard now show more than one variable if multiple are selected, making it easier to see at a glance what filter variables are applied to the dashboard.

The user management list now shows the dashboard groups a user is a part of.

Email address on sign-up is no longer case sensitive.

Fixed an issue where stacked bars would get out of order if two datasets were applied to a widget with different date ranges filtered.

• Switching to full screen on a dashboard no longer removes the name of the dashboard from the browser tab.

• Fixed a bug where no dashboards would show if the user was on the second page of their dashboard list and then opened a folder.

Fixed a bug where user with the staff role couldn’t navigate to the data management page.

Dashboards show what filter variables are enabled at the top of the dashboard. This makes it easier for users to tell what filters are active without having to open the filter variable menu.

Log scaling is now on the y-axis. Log scaling makes showing two datasets on a single line chart easier when the data is largely different.

When deleting a dataset, we show which dynamic filter variables use the dataset before the dataset is deleted.

Fixed a bug that would duplicate the primary key of a joined dataset that was joined to another joined dataset.

• Fixed the reload button in the widget drilldown. There was an issue where clicking the reload button wouldn’t do anything.

• Fixed a bug where drilldowns wouldn’t work on widgets that a Filter View was filtering with a Filter Variable.

Improved behavior of stacked bar charts when there are null values.

When connecting an integration like Google Sheets or Excel Online, the user would get a 404 page.

Now users can organize their dashboards into folders. Folders can be nested into other folders. The biggest use case for the folders is helping sections of companies have folders of dashboards. For example, the sales team would have a sales dashboard with all of the sales related dashboards and then the operations team would have their folder with the operations dashboards.

We now have the ConnectWise Conversion History Dataset, which can be used to track opportunity history in ConnectWise.

We’ve made it so users can’t accidentally sync the same dataset more than once. This prevents extra load on our customers’ data sources and removes clutter from the datasets page.

Datasets and Modified Datasets have been broken out into separate pages. This helps with organization of where data is coming from and makes it easier for new users to understand the difference. It also makes it so functionality that is unique to Modified Datasets doesn’t show up as warnings on the Datasets page.

Now, drilldowns always load all data when users click on widgets.

Continued speed improvements to keep data updates fast.

Fixed an issue that would show double joined datasets as having a slow sync time on the dashboard.

We’ve introduced a new dashboard management feature called Dashboard Groups. Users can dashboards can be assigned to Dashboard Groups. Users can see any dashboards that are a part of their dashboard groups. If a dashboard isn’t assigned to a dashboard group, then the dashboard is considered public, and all users can see the dashboard. Admin can see all dashboards regardless of their group.

In the dashboard settings, users can set the font size of the widget titles. This lets users have more control over how they want to style the dashboard based on its use. For example, If a dashboard is meant to be on a TV screen to be easily read from far away, then increase the font size. If it’s a dashboard for use on a phone, then decrease the font size.

We’ve completely reworked our backend’s data warehouse and significantly increased our data processing speed. This will keep the app fast and data always up to date.

We can now detect when recent data has been deleted from ConnectWise and reflect the change on user dashboards

Made the x-axis on time series data more consistent

Fixed a bug where thresholds didn’t work on number widgets on the new dashboard look.

Users can now copy drill-down columns and their order from one widget to another. This makes it so users can set the desired columns they want to show up in the order they want when they click on a widget and then copy those selected columns to other widgets. A HUGE timesaver.

Our new chart look got a ton of feedback, and we’ve implemented the following changes and fixes:

• We dimmed the dotted lines behind bar charts
• Fixed an issue where dollar and percent signs weren’t showing up on charts
• Fixed the dynamic text widget
• Clicking on bars or pie slices opens the drill down in the correct tab
• Chart colors now honor the global colors

Clicking on number charts no longer shows the tab that takes up a ton of space on the left side of the drill-down. It makes it easier to see the data in the drill-down.

Made minor speed up improvements for putting the dashboard into and out of edit mode.

We’ve updated our charting library and it comes with huge improvements for visualizing data.

• We now have a gauge widget-type
• Bar charts can be grouped or stacked
• Bar charts have thresholds now
• Pie charts are actually useful
• The pie chart has a setting to convert the chart to a doughnut chart
• To start using the new charts, click the top left of the screen to change the dashboard to the new charts:

We’ve added the Survey and Service Item datasets to the ConnectWise integration. These datasets help users get more insight into ticket data. Surveys have information about how technicians did on a ticket and Service Items give more granular information about tickets.

The custom calculation mode on widgets now lets users get the count of distinct values in a column.

We added a new coat of paint to the app to give a cleaner look

In the widget editor, there is now a label on data stream tabs to make it easier to switch between them

There were several usability updates to the template gallery and applying templates

Threshold sounds work on shared dashboards now. Previously, there was a bug that prevented shared dashboards from playing a sound when a threshold was met.

Fixed a bug that had the filter variables randomly switching themselves on and off, which made the use of filter variables very confusing

Filter variables allow the users to set dynamic values on widget filters

When users save a widget, only that widget refreshes instead of all of the widgets on the dashboard. This makes it so saving widgets is faster.

Fixed an issue where setting the timezone for a column in the dataset editor would sometimes freeze the editor momentarily.

Fixed some bugs with data pulling in the MySQL and ConnectWise integrations

Resolved a bug that didn’t let users change their timezone after it was already set.

• Filter Variables can be assigned time spans so that users can dynamically filter by time intervals
• More than 50 values can now be assigned to Filter Variables
• “Between dates” filtering now lets the user specify the start and end of the day that the filter starts on

Custom field support was added to the Stemmons API

Added the QuickBooks Online API

The data processing engine was completely reworked to increase performance as we scale

Deleting data streams now shows what dashboard each affected widget is tied to

The Matrix Widget’s drilldown works now

Reduced load times for loading dashboards

Templates received a ton of bug fixes

Fixed autocomplete inputs sometimes not doing anything when pressing the enter key

This update introduces a new feature where enabled filter variables are now visibly displayed in the widget variable indicator. This enhancement provides users with a clearer understanding of the active filters applied to their data, making data analysis more transparent and efficient.

The data processing capabilities of Resplendent Data have been optimized for greater efficiency. This behind-the-scenes improvement means faster data handling and smoother user interactions, ensuring a more responsive and seamless experience when working with large datasets.

A significant improvement in this release is the implementation of user-specific active filter views on dashboards. Now, when a user makes changes to a dashboard, it does not reset or refresh other users’ active filter views, allowing for a more personalized and uninterrupted workflow.

This update addresses a critical bug where widget drill-downs would malfunction if the widget was a bar type and one of the bars lacked data. This fix ensures that all widget types function correctly, regardless of the data presence.

Previously, shared links occasionally failed to display filter variables. This bug has been fixed, ensuring that shared links now consistently display all relevant filter variables, enhancing the accuracy and reliability of shared data insights.

An issue where filter variables would not remain applied after refreshing the screen has been resolved. Users can now expect a more consistent experience, with filters staying in place even after a screen refresh.

The threshold sound notifications have been updated to respect the set repeat intervals. This fix enhances the functionality of auditory alerts, making them more reliable and in line with user settings.

Navigating through extensive data is simpler than ever. When you click on a chart with over 500 rows, you now have the option to load ALL the data in the drilldown, providing a comprehensive view without the typical restrictions.

Your workflow just got more efficient! You can now sync your Coda docs directly with Resplendent, allowing seamless data transfer and enabling you to showcase this data on your dashboards effortlessly.

We’ve added more depth to your custom widget functionalities. Now, you can perform a direct count of rows in your data stream, making data summarization and trend identification faster and more accessible.

Our ConnectWise integration is now richer, with added support for custom fields in multiple datasets including time, agreements, projects, companies, and contacts. Furthermore, we’re introducing the timesheet dataset, broadening the scope of data you can analyze.

Gain a clearer view of your data adjustments with our enhanced preview feature in the ‘find and replace’ modifier. It now specifies what column is being replaced with what value, removing guesswork and enhancing accuracy in data manipulation.

In our commitment to ensuring a smooth and intuitive experience, we’ve addressed several bugs, including:

• Fixing the erratic behavior when the primary key and ordering key were the same in database connections.

• Rectifying the issue that prevented the copying of joined datasets.

• Resolving an error caused by setting default filter variables to all variables.

• Enhancing the UI of the joined dataset editor for a better user experience.

• Ensuring that updates on base dataset links are reflected on the joined dataset links.

• Addressing data type inconsistencies in joined datasets, particularly when all values were NULL.

• Making sure that default filter variables remain consistently applied.

In our quest to enhance your data manipulation capabilities, the Modified Dataset editor has evolved. Users can now select multiple columns for aggregation in their datasets. This advancement provides a more nuanced approach to grouping data, thereby allowing for more complex and rich data analysis.

Creating templates is now more robust than ever! We’ve fine-tuned the process, enhancing stability and reliability. This improvement means less time troubleshooting and more time producing impactful, creative data visualizations.

We understand that real-time data changes are crucial to your decision-making processes. Thus, we’ve bolstered the connection stability between widgets and data updates on dashboards. This enhancement means you’re always looking at the most current and reliable data.

Our dedication to creating a seamless user experience has led to several bug fixes, including:

• Correcting the issue causing the dataset rows-to-pull dropdown to reset post-options menu navigation.

• Resolving the glitch preventing the share link dialog from saving changes to filter variables.

• Addressing multiple bugs related to filter variables, enhancing their stability and functionality.

• Fixing the handling of null values in virtual columns to prevent errors when dividing by zero.

• Eliminating a bug that incorrectly flagged excessive rows in the drilldown view on widgets.

• Addressing the challenge with column labeling in Unions within the Join Dataset editor.

• Resolving the bug that incorrectly converted non-dates to dates in drilldown tabs.

• Correcting the issue preventing the drilldown tabs from categorizing correctly without the x-axis column.

• Rectifying the slight off-center alignment of the dashboard grid during editing.

Each of these fixes contributes to a smoother, more reliable user journey, from dataset manipulation to dashboard visualization.

Users can now export data from table widgets directly to a CSV file, making it easier to manage and analyze your data offline or in other platforms.

We have added an experimental UNION ALL option to the join dataset page for those looking to combine datasets seamlessly. This feature is in its experimental phase and we welcome your feedback on its functionality and utility.

Users now have the ability to pull more rows for their data streams, even when opting for smaller batch sizes. This enhancement is aimed at providing more flexibility and control over data retrieval and visualization.

We’ve refined the widget drill-down tabs—they are now in alphabetical order and format dates properly, making navigation and data reading more intuitive and user-friendly.

We’ve fixed a bug where clicking the share button on the all dashboard list would navigate users to a 404 page.

New users can now see the option to join datasets. This bug has been fixed to ensure everyone can fully leverage the platform’s capabilities.

The charts no longer alter colors randomly, providing a more coherent and reliable visual representation of your data.

If you’re using a filter variable on a widget, we now show the correctly filtered version of the data in the drill down.

We’ve resolved an issue where the Find and Replace modifier wasn’t filtering NULL values from its results.

Setting the theme for a dashboard share link now actually sets the theme, eliminating any mismatch and ensuring consistency.

The delete button is now visible in the join datasets page when a dataset hasn’t been chosen, smoothing out the user interface experience.

We’ve fixed a bug where share links would start sending invalid requests if the dashboard lost connection to the backend for a few seconds.

Our Advanced Filter Value UI has been rejuvenated, combining visual appeal with functional excellence, making your navigation experience smoother and more intuitive.

The Joined Datasets feature has been upgraded, opening the doors to upcoming sophisticated functionalities designed to boost your data manipulation prowess.

We’ve refined the dashboard copying process, ensuring every element is perfectly aligned and meets your expectations.

Any inconsistencies in our Dashboard Templating System have been ironed out, establishing a stable and reliable environment for creating your templates.

The process of renaming Sync Agents is now seamless and free of errors, with the resolution of the disrupting bug.

• Two Mode: Filter variables now sport both ‘Multi’ and ‘Single’ modes. ‘Multi’ lets users activate multiple values for a single variable on a dashboard. With the ‘Single’ mode, users will benefit from a streamlined dropdown menu, allowing the selection of just one value for a filter variable.

• Global Defaults for Admins and Staff: Now, admins and staff users can set a universal default for filter variables. This default will be automatically applied for all users on a particular dashboard. However, individual users retain the flexibility to modify their active variables and can always reset to the default if necessary.

Time zones can often complicate data interpretation. With the new global timezone setting for Modified Datasets, you can ensure that your time-related tasks and computations, like calculating the business hours between two dates, are precise and consistent.

We’ve refined the filtered timespan advanced value, offering a more reliable and efficient experience.

To make navigation smoother, single select variables are now prioritized at the top. Moreover, the values within filter variables are sorted alphabetically, streamlining the selection process.

• Resolved an issue where saving a dashboard redirected some sharelink users to a 404 page.

• Addressed a bug that displayed filter variables even after their removal from all associated widgets and filter views on a dashboard.

• Fixed a glitch which occasionally made filter variables vanish from the filter variable config after adding the variable to a filter on the dashboard.

Calculating time deltas between dates is now easier than ever with the addition of a new advanced value to virtual columns. This helps users to compute the time span (in weeks, days, hours, or minutes) over a filter on a widget. The application of this feature will be significant in understanding the time-related dynamics of your data.

To increase the clarity of the impact of filter variables, we’ve added an indicator that will show whenever a widget is being affected by the filter variables. This ensures better visibility and understanding of your filter variables at work.

As always, improving stability and fixing bugs are top priorities. In this update, we’ve managed to tackle several important issues:

• Resolved a bug that prevented filter views from showing up in the share link creator.

• Fixed the issue that made saving share links break.

• Corrected a bug that stopped filter variables from deactivating when a filter view was changed.

• Addressed some visual inconsistencies on the profile and search screen.

• Solved a problem that prevented SmileBack data from refreshing.

• Along with these, various other minor bugs were fixed to enhance your overall experience.

Our widgets now include a percentage calculation type, enabling users to quickly ascertain the percent of rows that match a specific filter. This new function enhances data visualization and empowers users to make informed decisions.

We’re making progress in our templates feature and are on the brink of releasing it. Stay tuned for this powerful addition that will further simplify dashboard creation and customization.

Filter Variables have been upgraded! They now support all comparison types, not just equals, adding flexibility to your dashboard interaction. Plus, Filter Variables can be assigned to share links, enabling you to share specific data sets with others based on selected filters.