Key theme to this release: New features & Enhancements for Reports and for InstantSights
Video: https://www.loom.com/share/5a08f304e9664415859a01333180c8dc?sid=cbd1f354-bad7-4fa6-9321-7ed7d62367b2
InstantSights
InstantSights, launched a few months ago, facilitates plain English insights on your widgets.
- Reporting on InstantSights: Now you can send Insights via your usual channels (Emails/Slack/Teams/Webhooks).
- AI Enablement: Insights can now be AI summarized with your own prompts. This uses Knowi’s new in-house AI service – nothing is sent outside of Knowi.
Reports
- We have redesigned the UI for creating and editing Reports.
- New attachment option to attach widgets to reports.
- Snapshot: Attaches PDF of Widget
- CSV: Attaches the dataset with any C9QL transformations in the Widget C9QL or analyze.
- InstantSights: Attaches Widget InstantSights
Only one widget can be attached per report currently.
- New option in Webhooks to attach data as JSON for datasets. (3309)
- Permissions related to Reports:
- Manage reports (report:email) - Allows users to create and edit reports. (Defaults on for Admins and Users)
- Attach dashboards to reports (report:dashboards) - Allows users to attach dashboard PDF or embed an image of a dashboard into a report. (Defaults on for Admins and Users)
- Attach dataset to reports (report:dataset) - Allows users to attach a CSV of a dataset to reports. (Defaults on for Admins and Users)
- Attach widgets to reports (report:widgets) - Allows users to attach widget PDF or CSV to reports. (Defaults on for Admins and Users)
- Report on instantsights (report:insights) - Allows users to create reports on a widget’s InstantSights. (Defaults on for Admins and Users)
- Report as another user (report:report-as) - Allows Admins to report as another user when scheduling and sending a report. (Defaults on for Admins only)
Additional New Items:
- New widget setting for X/Y Axis charts: Load More Page Size. This will allow the user to specify how many datapoints load onto the visualization before the “Load More” button appears. The default is 5000 datapoints. Be careful as increasing this number too drastically may cause performance issues, in some cases it may be better to aggregate and filter the data with a large number of datapoints. (3322)
- DBWrite Redshift: Now allows users to write their data into Redshift’s SUPER datatype. (3313)
- New widget setting for X/Y axis charts Use Local Time will display the data converted to the viewer’s time specified in their browser. (3323)
- Added Uncheck All button to InstantSights, to easily remove all auto-generated insights.
Fixed:
- Fixed Spreadsheet widget Excel export to be able to export all the tabs. (3312)
- Fixed Pivot table bug when exporting to excel causing ratio aggregations to show up incorrectly in the export. (3308)
- Fixed ability to include a footnote for Custom HTML widgets. (3331)