Changelog
A platform constantly evolving.
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v4.2.0
June 26, 2026Overview
This release introduces Query Datasets and Query Widgets as a new way to build custom dashboards with Eric helping users draft validate preview and publish the pieces. It also adds Motion.cloud report image uploads reseller billing controls AI credit visibility and a broad UI glow-up because dashboards deserve better than duct tape with a login screen.
Query Datasets Query Widgets and Eric
- 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.
Motion.cloud Integration
- 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.
Reports Images and Reseller Controls
- 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.
AI Credits and Usage Visibility
- 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.
Interface and Design System Updates
- 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.
Query Authoring and Eric Reliability
- 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.
Sync Billing and Admin Reliability
- 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 and Filter Fixes
- 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.
Integration Sync and User Management Fixes
- 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.
AI Credits and Query Widget Fixes
- 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.
v3.10.1
June 12, 2026Overview
This release gives Eric a serious glow-up adds a fresh batch of integrations and tightens up dashboards syncing templates billing and reporting so the app spends less time being dramatic and more time being useful.
AI Assistant and Eric Upgrades
- 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.
New Integration Support
- 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.
Integration Dataset Expansion
- 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.
Reports Dashboards and Widget Controls
- 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.
Data Management and Modifiers
- 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.
Admin Reseller and Workflow Tools
- 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.
Liongard Performance and Template Reliability
- 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.
Dashboard Widget and Chart Experience
- 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.
Sync Worker and System Reliability
- 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.
Eric AI Credits and Subscription Experience
- 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.
Reseller Integration and Permissions Polish
- 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.
Imports Data State and Visualization Setup
- 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.
Integration and Sync Fixes
- 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 and Template Fixes
- 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.
Dashboard Widget and Chart Fixes
- 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.
Filters Data Modifiers and Reporting Fixes
- 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 Links Search Permissions and Access Fixes
- 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.
System Stability and AI Fixes
- 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.
v2.85.0
April 3, 2026Overview
This release brings ConnectWise project ticket audit tracking and daily change summary emails to keep your team in the loop without the manual digging. We’ve redesigned the dataset creation flow to be way less confusing and delivered some serious performance upgrades across modified datasets joins and websocket connections. Plus we squashed a frontend memory leak and a whole bunch of bugs that were making widgets and filters act up.
Enhanced Tracking and Notifications
- 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.
Data Management and Export
- 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.
User Experience Enhancements
- 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.
Performance Optimization
- 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.
Integration and System Improvements
- 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.
Filter and Widget Behavior
- 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.
Performance and Memory Issues
- 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.
Widget Display and Functionality
- 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.
Filter and Data Issues
- 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.
Dataset and Sync Issues
- 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.
Template and Widget Configuration
- 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.
v2.76.6
February 26, 2026Overview
This release finally brings the reporting foundation you’ve been asking for plus Docs AI that cuts through the help article maze to get you actual answers. We’ve added dataset permissions and personal API keys for the security-conscious among you gave global search a much-needed glow-up and squashed a bunch of bugs that were definitely overstaying their welcome.
Reporting System Foundation
- 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.
Documentation and AI
- 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.
Security and Access Control
- 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.
Data and Integration Expansion
- 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.
Dashboard and Widget Enhancements
- 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.
Documentation and Testing
- 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.
User Experience and Interface
- 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.
Data Processing and Reliability
- 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.
Widget and Dashboard Features
- 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.
Documentation and Interface
- Fixed docs landing page readability issues and restored missing sidebar entries.
- Fixed site lockups when opening deeply nested dashboard folders.
Filter and Variable Issues
- 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.
Integration and Syncing
- 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.
Widget and Dashboard Functionality
- 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.
v2.67.0
February 5, 2026Overview
This release launches our shiny new documentation site at docs.resplendentdata.com and brings QuickBooks Desktop on-premise into the fold. We’ve expanded API capabilities for partners and crushed a major share link bug while dramatically improving performance across large datasets and dashboard operations.
API and Integration Expansion
- 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.
Dashboard Management
- Added a dashboard view that makes it easy to see which datasets are used on a given dashboard.
Documentation and User Experience
- 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.
Share Link and Filter Functionality
- 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.
Dashboard and Widget Operations
- 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.
Data Display and Drilldowns
- 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.
Integration and Authentication
- 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.
Performance and System Stability
- 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.
QuickBooks Desktop Integration
- 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.
v2.62.3
January 13, 2026Overview
This release introduces HaloPSA integration and a redesigned notification system while making dashboards smarter with adaptive refresh rates. We’ve upgraded to the latest Angular framework for better performance and hunted down bugs affecting matrix widgets AutoTask syncing and shared dashboard filters.
HaloPSA Integration
- 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 Data Automation
- Ticket activity updates that reference a ticket now automatically update the connected ticket keeping your ticket data in sync without manual refreshes.
User Experience Improvements
- 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.
Navigation Enhancements
- 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.
Framework Upgrade
- The app has been upgraded to the latest Angular framework improving performance stability and long-term support behind the scenes.
Data Processing and Templates
- 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.
Widget Functionality
- 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.
Integration and Syncing
- 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.
Dashboard and Filter Issues
- 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.
Security and Authentication
- When impersonating another user admins no longer see that users 2FA prompts or settings so impersonation sessions stay smooth while keeping security controls intact.
v2.59.0
January 6, 2026Overview
This release introduces powerful scheduling capabilities and immutable (fancy, huh?) widget snapshots that give you complete control over automated workflows and point-in-time data views. Shared dashboards got smarter with individual filter settings and folder organization while the filter sidebar and integrations page received major visual overhauls. We’ve also crushed a collection of bugs (sorry, entomologists) affecting syncing file discovery and data processing to keep everything running smoothly.
Scheduling and Automation
- 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.
Widget Snapshots
- 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.
Dashboard Organization and Sharing
- 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.
Widget and Theme Enhancements
- 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.
User Experience Enhancements
- 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.
Integration Improvements
- 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.
Data Syncing and Processing
- 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.
Widget and Dataset Functionality
- 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.
Integration and File Discovery
- 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.
System Stability
- Handle missing or inaccessible avatar images more gracefully so users without an uploaded avatar no longer trigger system errors.
Summary
This release introduces powerful scheduling capabilities and immutable widget snapshots that give you complete control over automated workflows and point-in-time data views. Shared dashboards got smarter with individual filter settings and folder organization while the filter sidebar and integrations page received major visual overhauls. We’ve also crushed a collection of bugs affecting syncing file discovery and data processing to keep everything running smoothly.
v2.58.0
December 10, 2025Overview
This release focuses on visual polish and workflow refinements across widgets and the template gallery. We’ve squashed bugs affecting date formatting sorting and widget settings to keep your data flowing smoothly.
User Interface Enhancements
- 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.
Data Processing and Display
- 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.
Widget Functionality
- 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.
Summary
This release focuses on visual polish and workflow refinements across widgets and the template gallery. We’ve squashed bugs affecting date formatting sorting and widget settings to keep your data flowing smoothly.
v2.55.0
December 4, 2025Overview
This release brings powerful year-over-year comparison tools and dashboard drill-down capabilities that make data analysis more flexible than ever. The new Autotask integration expands your connectivity options while template gallery improvements and quick filter editing speed up your workflow. We’ve also hunted down a serious collection of bugs affecting widgets filters and data syncing to keep everything running smoothly.
Advanced Data Analysis
- 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.
Integration Expansion
- 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.
Template and Widget Management
- 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.
Data Processing and Performance
- 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.
Integration Enhancements
- ConnectWise Ticket Audit Trail now includes more detailed notes and time entry fields.
- Time entries are now updated automatically when invoice callbacks occur.
System and UI Improvements
- Stripe business tier is now supported in both the UI and backend making subscription management easier.
Widget Functionality
- 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.
Filter and Variable Issues
- 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.
Dashboard and Template Management
- 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.
Data Syncing and Processing
- 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.
Authentication and System Issues
- 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.
Summary
This release brings powerful year-over-year comparison tools and dashboard drill-down capabilities that make data analysis more flexible than ever. The new Autotask integration expands your connectivity options while template gallery improvements and quick filter editing speed up your workflow. We’ve also hunted down a serious collection of bugs affecting widgets filters and data syncing to keep everything running smoothly.
v2.51.0
October 20, 2025Overview
This release completely overhauls the widget editor for a smoother experience adds smarter data management tools and brings more flexible ConnectWise reporting. You’ll notice automatic updates for project tickets and time entries plus a new Google Sheets connector for easier integrations. We’ve also squashed a bunch of bugs around charts filters and template management to keep everything running smoothly.
Widget Editor Overhaul
- Revamped the widget editor for a smoother experience including new calculation options improved filters and easier chart customization
Data Management Tools
- 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
Dashboard and Reporting Enhancements
- 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 and Data Syncing
- Project tickets now update automatically when related schedules change keeping everything in sync
- Time entries now update automatically if an invoice changes
Integration and Connector Updates
- The Google Sheets connector now uses CData and a new permission scope letting you choose which spreadsheet to connect
User Experience and Performance
- 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
Chart and Widget Display
- The quarter X axis now displays correctly in charts
- Deleting filter items no longer duplicates grouped filter items in widgets
Data Handling and Integration
- 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
Template and Link Management
- Expired links now behave as expected
- Copying templates works as intended
- The dialog now points to the correct changelog URL
User Experience and Backend
- 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
Summary
This release completely overhauls the widget editor for a smoother experience adds smarter data management tools and brings more flexible ConnectWise reporting. You’ll notice automatic updates for project tickets and time entries plus a new Google Sheets connector for easier integrations. We’ve also squashed a bunch of bugs around charts filters and template management to keep everything running smoothly.
v2.48.0
September 18, 2025Overview
This release introduces powerful find and replace logic with conditional statements and better template management controls. We’ve crushed a serious collection of bugs (not that kind of bug collection) affecting data processing integrations and widget functionality while improving chart readability and user experience across the platform.
Advanced Data Management
- 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.
Template Management Controls
- 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.
User Experience Enhancements
- 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.
Data Processing and Analysis
- 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.
Chart and Visualization
- Make the bar line and pie charts have bolder data label fonts: Chart labels are now easier to read with bolder fonts.
Data Processing and Integration
- 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.
User Interface and Functionality
- 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.
Chart and Widget Display
- 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.
ShareLink Functionality
- Fixed ShareLink duplication button: Duplicating a ShareLink now works as expected and respects feature limits.
Summary
This release introduces powerful find and replace logic with conditional statements and better template management controls. We’ve crushed a serious collection of bugs affecting data processing integrations and widget functionality while improving chart readability and user experience across the platform.
v2.43.0
August 26, 2025Overview
This release delivers major improvements to share links and filter variables that give you way more control over how dashboards are shared and viewed. The filter variable side menu got a complete overhaul with search and multi-select capabilities while share links now support global date ranges and variable locking. We’ve also hunted down a serious collection of template-related bugs and performance gremlins especially around the Liongard integration. Behind the scenes API migrations and security enhancements keep everything running like clockwork. Whether you’re sharing dashboards with clients or managing complex filter setups this update makes those workflows significantly more powerful and reliable.
Enhanced Share Link Controls
- 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.
Visualization Enhancements
- Pie charts now support multiple datasets for more flexible visualizations.
Filter Variable Overhaul
- 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.
Template and Join Protection
- Added an option to prevent joins from being overwritten by templates ensuring your custom joins remain intact.
Share Link Management
- Added handling for public link tier limits so you’ll see clear feedback if you reach your plan’s sharing limits.
Performance and API Enhancements
- 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.
User Interface Refinements
- Updated widget button styles so all buttons within widgets are consistently sized making the interface more visually uniform.
System Reliability
- 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.
Template Application Issues
- 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.
Widget and Dashboard Functionality
- 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.
Integration and Export Fixes
- 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.
User Interface and Performance
- 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.
Summary
Major share link and filter variable improvements plus a serious bug hunt that makes workflows more powerful and reliable.