In November, we brought new capabilities that help teams improve precision and collaboration with updates that help you save and share presentation-ready charts, organize tasks more clearly and surface information on key people faster.

Save Chart Views

Create chart views and versions once and save them to reuse or surface anytime. The latest release enables you to preserve layout filters, legends and hidden nodes so teams can always return to the exact view they need for KYC reviews, investor reporting, tax submissions and more. This makes it easy to deliver consistent, presentation-ready structure charts across departments without repeating setup work.

Checklists in Tasks

Break large tasks into manageable steps with new checklist functionality. Add sub-items directly in tasks to track progress and stay on top of incorporations, filings or compliance reviews. With clearer workflow organization and visibility, your team can improve accountability and collaborate more effectively across governance operations.

Custom Reports: New Look

Custom Reports now features a refreshed interface built for a cleaner, more flexible reporting experience. You’ll notice an updated layout that makes it easier to access saved and scheduled reports, along with collapsible panels that give you more space to review data on screen.

People in Custom Reports

This month, we also brought people record data to Custom Reports. Just like with entity reports, you can select filters and fields, save report configurations and schedule delivery to keep everyone aligned. People reports give you quicker access to director, officer, signatory and UBO details, helping you move through KYC checks, audits and compliance reviews faster and with far less manual effort.

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