Release Notes April 2025

Report Updates

• Updated the calculations for Date to Date lines for both Performance History Interval and Performance History Interval by Asset Class reports.

• Revised column widths on Assets Under Management report to fill the entire reporting page.

Feature Updates

• In the data extracts menu, added a dropdown list that shows selected export.

• Within Admin Settings->User Groups, the search function has been updated to live results as you type.

Bug Fixes

• For Data extracts, fixed a front-end display issue for the parameter sort order.

• Added patch for intermittent issues with deleting Data Exports.