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Brooks Peterson

Brooks Peterson

Product Development Manager

Brooks oversees the Product Development team at CSSI, and has been with the company since 2011. He has worked in a variety of roles at CSSI, advancing from Back Office Consultant to Team Leader, before moving to the Development Group in 2020 as a Professional Services Consultant. Brooks now manages the Department, and is involved with all web development at the company, with a primary focus on Portal+. He graduated from the University of Miami with degrees in Finance and Business Management. Outside of work, Brooks enjoys spending time with his wife and daughter, fly fishing, snowboarding, watching Philadelphia sports teams, and cooking new dishes in the kitchen.

Insights by Brooks Peterson23 posts

Release Notes November 2025
Patch NotesPortal

Release Notes November 2025

This update includes numerous enhancements to the user experience.

Nov 30, 2025
Portal+ gets widgets
Portal

Portal+ gets widgets

Ever stared at a dashboard and thought, “What am I even looking at?” I definitely have...

Oct 22, 2025
Release Notes September 2025
Patch NotesPortal

Release Notes September 2025

This update includes numerous improvements to Data Extracts, enhancements to the user experience and bug fixes.

Sep 30, 2025
Portal+ up to 50 standard reports
Portal

Portal+ up to 50 standard reports

For the past 4 years, I’ve been leading the Product Development team at CSSI Solutions after spending time in...

Sep 17, 2025
Release Notes May 2025
Patch NotesPortal

Release Notes May 2025

This update includes multiple Quality of Life enhancements, as well as small bug fixes to the UI.

May 31, 2025
Release Notes April 2025
PortalPatch Notes

Release Notes April 2025

This update includes multiple Quality of Life enhancements, as well as bug fixes for a couple of standard reports.

Apr 30, 2025
Release Notes March 2025
Patch NotesPortal

Release Notes March 2025

This update includes multiple Quality of Life enhancements, as well as small bug fixes for the User Interface.

Mar 31, 2025
Release Notes February 2025
PortalPatch Notes

Release Notes February 2025

These updates include multiple feature enhancements, quality of life improvements to the User Interface, and bug fixes.

Feb 28, 2025
Release Notes January 2025
PortalPatch Notes

Release Notes January 2025

This month’s release includes quality of life updates to the User Interface.

Jan 31, 2025
Release Notes December 2024
Patch NotesPortal

Release Notes December 2024

This month’s release includes small additions to the Data Visualizations, as well as improvements to the User Interface.

Dec 31, 2024
Release Notes November 2024
PortalPatch Notes

Release Notes November 2024

This month’s release includes a new feature, a Node.js front-end upgrade to site architecture, and fixes to the UI.

Nov 30, 2024
Release Notes October 2024
PortalPatch Notes

Release Notes October 2024

This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.

Oct 31, 2024
Release Notes September 2024
PortalPatch Notes

Release Notes September 2024

This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.

Sep 30, 2024
Release Notes August 2024
PortalPatch Notes

Release Notes August 2024

This update contains improvements to Template mode in Packager, Home page templates, and Widgets.

Aug 31, 2024
Release Notes June 2024
Patch NotesPortal

Release Notes June 2024

New Standard SSRS report is available. A new Widgets feature. New setting to display closed dates on the Household list.

Jun 30, 2024
Release Note May 2024
PortalPatch Notes

Release Note May 2024

Two new Standard SSRS reports are now available. Added quality of life improvements to the User Interface.

May 31, 2024
Release Note April 2024
PortalPatch Notes

Release Note April 2024

Two new Standard SSRS reports are now available.

Apr 30, 2024
Release Note March 2024
PortalPatch Notes

Release Note March 2024

Two new Standard SSRS reports are now available.

Mar 31, 2024
Release Notes February 2024
PortalPatch Notes

Release Notes February 2024

New My Profile screen, including permission and rules, added. Updated fonts within dropdown menus.

Feb 29, 2024
Releases Notes January 2024
PortalPatch Notes

Releases Notes January 2024

Report row shading. Fixed Income Cash Flows update. UI updates such as improved page rendering and new font styles.

Jan 31, 2024
Release Notes December 2023
PortalPatch Notes

Release Notes December 2023

New parameter to SSRS reports for Unsupervised Assets. Standardized shading across SSRS reports. New portal UI updates.

Dec 31, 2023
Release Notes November 2023
PortalPatch Notes

Release Notes November 2023

This update includes multiple UI improvements and bug fixes.

Nov 30, 2023
Release Notes October 2023
Patch NotesPortal

Release Notes October 2023

This update includes performance optimization, bug fixes, and enhancements to one SSRS Report.

Oct 31, 2023