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July 30, 2025 Release Notes

Updated over 2 months ago

🚀 Enhancements

Edit Mode Column Sorting for Tables

You can now sort tables by any column—including calculation columns and grouped columns—directly within your dashboards or reports.

This means whether you want to organize by Gross Margin, Vintage Year, EBITDA, or any other column in the table, simply click the sort button while editing your table. A menu will let you select any column and choose your preferred sorting direction (high to low or low to high).

This will help you save and view your tables in exactly the order you need, making it easier to scan key figures and spot trends. With improved sorting flexibility, dashboards become more intuitive and readable, ensuring your most important data is always front and center.

Please note that the sorting is configured during edit mode. This is not click to sort while viewing the table in a dashboard.

For tables where sorting was not previously available - Single Company Financial Table and Single Company Financial Table with Scenarios - this remains the case.

🐛Bug Fixes

Advanced Filters – Transaction Status and Fund Parameter

We have resolved an issue where advanced filters created with the "Transaction Status" parameter were incorrectly ignoring the selected fund when listing investments. With this fix, the filter now correctly respects both the selected fund and the transaction status, ensuring that only investments matching both criteria are shown.

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