December closed the year with the new look of the Administration Portal and the Reports Portal, the API to manage reports and permissions, user expiration dates, editing several reports at once and refreshing datasets directly from the portal.
December 26, 2023
Improvements
- Administration Portal on phones: the Administration Portal interface received usability improvements for phones.
- RLS roles entered manually: besides choosing from the list, you can enter RLS role names manually. See the documentation
December 24, 2023
Improvements
- New look for the Reports Portal: the Reports Portal was redesigned, with several interface improvements. See the documentation
December 20, 2023
Improvements
- New look for the Administration Portal: the Administration Portal was redesigned, with several interface improvements. See the documentation
December 18, 2023
Improvements
- Save filters with the pane hidden: the save filters button now appears even when the report is configured to hide the filters pane. See the documentation
December 15, 2023
Improvements
- Refresh from the datasets screen: the datasets screen of the Administration Portal gained a button to refresh the dataset. See the documentation
December 14, 2023
Improvements
- Import reports through the API: the API gained an operation to import reports, so you can automate this step too. See the documentation
December 12, 2023
New features
- Refresh the dataset in the Reports Portal: the report's Refresh button gained the option to refresh the dataset, in addition to refreshing the visuals. Who can use it is defined by a new option in user and group records, which warns that a Premium capacity can refresh a dataset up to 48 times a day and that unplanned refreshes can interfere with scheduled ones. See the documentation
December 11, 2023
New features
- User expiration date: the user record gained the Expiration date field. After this date, the user loses access to the Reports Portal, which is ideal for temporary access by external users. Without a date, access does not expire. See the documentation
Improvements
- Import updates related objects: when importing a report, the portal now also updates the dataset, the workspace and, if any, the data source and gateway linked to it. See the documentation
December 7, 2023
New features
- API for reports and permissions: an API lets you list reports, RLS roles per report and users, and link and unlink users to reports and roles. This way, you can automate access management from your own systems. See the documentation
Improvements
- Choose whether to send the welcome email: the user creation and import screens gained a checkbox, checked by default, to decide whether the welcome email will be sent. See the documentation
December 5, 2023
New features
- Edit several reports at once: select several reports to change the Owner and the options to hide filters, tabs and bookmarks together, or to disable them in bulk. See the documentation
December 1, 2023
Improvements
- Confirm user email: the users action menu gained the Confirm email option, shown for users whose email has not been confirmed yet.