v2.4.0
Executive reporting and scheduled exports
Board-ready reporting with scheduled Excel and CSV exports, plus a shareable read-only summary for stakeholders who do not log in.
Marketing teams were rebuilding the same monthly deck by hand. Executive reporting produces it from live data: spend, blended efficiency, pipeline contribution, and the decisions that were approved during the period, with the observed result of each one.
Exports can be scheduled weekly or monthly and delivered by email. The file layout is stable, so downstream spreadsheets keep working across periods.
Detailed changes
New Features
- Scheduled Excel and CSV exports on a weekly or monthly cadence.
- Read-only shareable report links with configurable expiry.
- Period-over-period comparison on every executive metric.
Improvements
- Export column order is now stable across periods.
- Large exports stream rather than buffering, removing the previous 50k-row ceiling.
Bug Fixes
- Fixed currency formatting for non-USD accounts in exported files.
- Fixed timezone drift that shifted the final day of a reporting period.
Related features
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