Version 2.2.0

Client Portals & External Sharing

Customers can now share reporting externally with clients and stakeholders through dedicated portals.

New Features

  • Added secure client portal access with controlled workspace permissions

  • Introduced shareable dashboard links for external stakeholders and investor reporting

  • Added branded report headers and export customization for agencies

Improvements

  • Improved navigation between multiple workspaces and shared environments

  • Refined mobile dashboard layouts for better readability on smaller screens

  • Increased loading speed for externally shared reports and dashboard previews

Fixes

  • Fixed permission reset issue affecting invited users after role updates

  • Resolved PDF export cropping issue in landscape mode

  • Corrected visibility bug affecting shared dashboard filters

Create a free website with Framer, the website builder loved by startups, designers and agencies.