Changelog

The latest from Analytify

Every new feature, enhancement and fix, release by release. Analytify ships monthly, and this is the running log of what’s new across the platform.

Current release · v1.1919 versions shippedUpdated monthly
Version 1.19·June 2026Latest

This release introduces self-service analytics, advanced geospatial visualizations, enterprise AI governance, and centralized administration — along with major enhancements across GENIE Insights, data synchronization, and platform reliability.

New features & implementations

  • Self-Service Reporting. Enabled self-service reporting for protected dashboards, allowing recipients to edit existing sheets, create new sheets, and build their own reports using permitted data while maintaining secure access controls.
  • Adaptive (Flexi) self-service dashboards. Introduced Adaptive Dashboards, enabling recipients to receive their own editable copy of a shared dashboard with a dedicated read-only dataset. Users can personalize dashboards, connect their own data sources, create reports, and combine data without affecting the original shared dashboard.
  • Advanced Layer Map chart. Launched a new Layer-Based Map Builder supporting multiple visualization layers including Choropleth, Bubble, Heatmap and Icon layers, with independent configuration, customizable map styles and advanced geospatial analytics.
  • GENIE Global Guardrails. Introduced organization-wide AI governance, enabling administrators to define reusable AI policies and guardrails that are automatically enforced across all GENIE experiences — including Prompt Dashboard, Generate Insights, Chatbot, Handlebars and Sheet Insights.
  • Activity Logs. Implemented a centralized Activity Logs module, providing organization-wide audit trails for administrators while allowing individual users to view their personal activity history.

Enhancements & improvements

  • GENIE Insights dashboard & chart suggestions. Enhanced the GENIE Insights experience with a modernized interface and expanded AI-powered chart recommendations, adding support for Scatter, Bubble, Treemap, Radial, Gauge, Word Cloud, Pivot and Layer Map visualizations.
  • Layer Map chart enhancements. Enhanced Layer Maps with drill-down navigation, legend-based filtering, editable layer names, enriched tooltips, intelligent zoom, improved hover interactions and support for map image capture during dashboard exports.
  • Data load & sync monitoring. Improved data synchronization with unified sync tracking, refreshed data indicators for sheets and dashboards, centralized sync history, enhanced status monitoring and more informative email notifications for sync events.
  • Handlebars chart enhancements. Added support for custom solid and gradient color palettes, enabling greater branding and visualization customization.
  • Integration reliability improvements. Improved connection, authentication and synchronization reliability across supported integrations through comprehensive validation and stability enhancements.

UI enhancements & bug fixes

  • Improved dashboard layouts and overall user experience across GENIE Insights and map visualizations.
  • Enhanced responsiveness, interaction consistency and export experience across dashboards.
  • Optimized synchronization workflows and platform performance.
  • Fixed minor bugs and stability issues to deliver a smoother analytics experience.
Version 1.18·May 2026

This release introduces advanced AI governance, datasource monitoring, PostgreSQL destination support, dashboard recovery and new integrations — alongside major enhancements across GENIE analytics and platform performance.

New features & implementations

  • GENIE credit usage & consumption analytics. Organization-level and user-level AI usage tracking with visibility into credit consumption, token usage, feature-wise utilization and historical usage trends.
  • Data Logs module — datasource sync monitoring. A centralized Data Logs module to monitor datasource sync activities, schedules, schema changes, sync history and manual sync operations from a single interface.
  • Connector-based skill templates for GENIE. Pre-built connector-specific skill templates that let users quickly import, customize, validate and publish analytics skills for supported integrations.
  • Dashboard Recycle Bin. Soft delete and restore for dashboards, allowing recovery of deleted dashboards for up to 30 days before permanent removal.
  • PostgreSQL as target destination. PostgreSQL supported as a target destination alongside ClickHouse, expanding deployment flexibility for analytics workloads.
  • Clio datasource. Native Clio integration, enabling users to connect and analyze legal practice management data within Analytify.

Enhancements & improvements

  • GENIE skills management. GENIE L1, L2 and L3 now support both Skill-Based and Table-Based analytics scopes, with improved skill creation workflows, stronger validations and intelligent fallback mechanisms.
  • KPI date formatting. KPI visualizations now correctly identify and display date-based values across Sheets and Dashboards.

UI enhancements & bug fixes

  • Enhanced chart tooltip formatting and decimal precision handling across visualizations.
  • Improved dashboard sharing reliability and configuration consistency.
  • Optimized AI query generation and analytics performance.
  • UI refinements across dashboards, charts and administration workflows.
  • Fixed minor bugs to improve platform stability and user experience.
Version 1.17·April 2026

AI-powered analytics, interactive parameters, smart notifications and broader datasource support, alongside key chart and layout improvements.

New features & implementations

  • Handlebars Charts, Templates Gallery. A prebuilt gallery in the Handlebars chart builder with ready-to-use templates, KPI cards, progress cards, funnel charts, leaderboards, gauges, tables and ranked lists, with automatic dataset-compatibility detection.
  • GenieAIQ, Skills Management. A governance framework for AI workflows using validated business rules, metric definitions, synonyms and restricted columns. Only published skills drive dashboard generation and chatbot answers, with centralized LLM provider integration for OpenAI, Claude and Ollama.
  • GenieAIQ Chatbot. A conversational assistant with source-backed responses, safe query execution, contextual metadata and downloadable query results for seamless exploration.
  • Parameters. Dynamic dimension-based parameters let users switch dimensions interactively, now extended to calculated fields with dashboard-ready parameter controls in the UI, similar to filters.
  • Notifications Management. A centralized notification center with a bell indicator, unread tracking, history, mark-as-read and bulk or individual delete, covering Genie dashboard and datasource-connection alerts.
  • Multi-Dimensional Line Chart. Multiple category-based lines on a shared time axis, with distinct line styles, legends and interactive tooltips.
  • Supabase datasource. Supabase added as a native datasource integration.

Enhancements & improvements

  • GenieAIQ dashboard. Prompt-based dashboard generation, AI insights with SQL suggestions and confidence scoring, plus a chatbot with source-backed, downloadable results.
  • World Map chart. A new Show Bubbles option overlays measure values geographically alongside the existing country color-fill view.
  • Dashboard-specific themes. Apply global, system-default or custom themes per dashboard, persisted across every sharing mode.
  • Dashboard tab navigation. Dynamic tabs via Handlebar link-based and sheet-level configuration, with full create, update and delete control.
  • Tab-wise width & height. Define and save custom width and height per tab independently.
  • UI refinements & bug fixes. Polish across dashboards, charts and admin workflows, with improved formatting consistency, responsiveness and stability.
Version 1.16·March 2026

More dashboard flexibility, stronger admin controls and broad usability gains across visualizations, formatting and the mobile experience.

New features & implementations

  • AI-powered Handlebars generation. Generate and modify Handlebars (HTML/CSS) visualizations from natural-language prompts, follow-ups and optional reference images.
  • Text & images in dashboard tabs. Add, drag and position text or images directly within dashboard tabs for richer storytelling.
  • Organization ownership transfer. Securely transfer ownership from the primary admin to another active user, with automatic privilege reassignment and email notification.
  • Text on the sheet page. Add and position text above or below individual sheets for better context.
  • Mobile view sheet ordering. Custom sheet ordering for an improved mobile dashboard experience.

Enhancements & improvements

  • Table chart. Header customization, including show/hide header and dimension-value font styling.
  • Handlebars chart. Extended support for Bootstrap-based layouts and styling.
  • Date & time standardization. Unified date-time formatting with browser-based timezone adaptation.
  • Map bubble chart. Auto color distribution by default, manual palette configuration and a legend toggle.
  • Tooltip toggle. Show/hide tooltip control across advanced visualizations.
  • Dashboard interactions. Smarter drill-through that auto-activates the target tab, truncated long labels with hover tooltips, and refined scrolling.
  • UI refinements & bug fixes. Consistency, layout and responsiveness improvements with stability fixes.
Version 1.15·February 2026

Stronger ways to explore, share and manage analytics, improved visuals, secure sharing, expanded AI and refined performance.

New features & implementations

  • Handlebars chart plugin. Fully custom visualizations using HTML and CSS templates with advanced formatting and layout control.
  • Transformations, Add Column. Create calculated (derived) columns with custom logic across database, file-based and integration sources.
  • AG Grid table chart. A new table with column and conditional formatting, borders, sorting, filtering, pagination/scrolling and color palettes.
  • D3 chart plugin. A D3.js plugin adding Bar, Line, Area, Pie, Donut and Tree Map charts.
  • Map Bubble chart. Geographic metrics by latitude and longitude with dimension-based palette configuration.
  • Glassmorphism & custom themes. Light, Dark, Light Glassmorphism and Dark Glassmorphism themes, plus custom themes that persist across sessions.
  • Admin team management. Org-wide datasource ownership (admin sources shared by default) and the ability for admins to securely sign in as any active user.
  • Claude LLM. Anthropic Claude integrated as a new LLM option.

Enhancements & improvements

  • GenieAIQ dashboard. A generation-status popup, push and email notifications on completion, and auto-saving of generated dashboards for later editing.
  • Mobile view. Improved responsiveness and alignment for public and application dashboards.
  • Dashboard UI. Tile spacing, sheet corner radius, show/hide sheet and title borders, a KPI Circuit chart, GIF upload and sheet background colors.
Version 1.14·January 2026

Better date filtering, a new visualization, more secure sharing and expanded self-hosting, with refined performance throughout.

New features & implementations

  • Starred dashboards. Mark dashboards as favorites for faster, personalized access.
  • Smarter date filters. Calendar-based selection, an interactive range slider and quick presets, Today, Last 7/30/90 days and This Year.
  • Bubble chart. A Basic version powered by ApexCharts and an Advanced version powered by ECharts for multi-variable analysis.
  • Self-hosting request & validation. Request self-hosted deployment with infrastructure auto-calculation, TLS and certificate options and a confirmation email.

Enhancements & improvements

  • Scheduled protected sharing. One-time and recurring schedules, hourly, daily, weekly, monthly and yearly, with applied filters.
  • Overall improvements. UI refinements, performance optimizations and minor bug fixes across modules.
Version 1.13·December 2025

Advanced data interactivity, deeper control over shared insights and a unified visual experience.

New features & implementations

  • Dependent filters. Smart cascading filters where one filter’s options adjust to a preceding selection, for example, City narrowing by Country.

Enhancements & improvements

  • Protected sharing. Editable sharing configurations, a dedicated analytics view to track engagement, and improved filter and sync logic.
  • Sync & data integrity. More accurate cross-database sync for dashboards connected to multiple sources.
  • UX & UI. Extensive dark-mode fixes across Database, Workbench and Configuration, plus a redesigned Sheet page.
  • Overall improvements. Configuration and billing refinements with backend performance optimizations.
Version 1.12·November 2025

Visualization upgrades, GenAI-powered dashboard creation and usability improvements.

New features & implementations

  • Protected sharing with per-user filters. Personalized views for multiple users via accurate Filter ID and Email ID mapping.
  • Multi-dimensional stacked bar chart. Deeper comparison and layered analytical insight.
  • Sync info on list & dashboard. Real-time sync status and last-synced details across the dashboard list and individual pages.
  • Dashboard folders. A folder view with creation and management for better organization.

Enhancements & improvements

  • Home page & charts. An updated landing page, improved chart visualizations and recent data-sync visibility.
  • Dashboard list views. Revamped folder, grid and table views aligned with other modules.
  • Dashboard page. Refined layout, canvas area, title and sheet-list sections.
  • Genie prompt dashboard. Optimized prompt handling with fixed save and input issues.
  • Sync process. Backup creation and stronger failure handling.
  • Overall improvements. UI refinements, performance optimizations and bug fixes.
Version 1.11·October 2025

Visualization upgrades, GenAI dashboard creation and usability improvements for smarter, faster analytics.

New features & implementations

  • GenieAIQ prompt dashboards. Generate dashboards from natural-language prompts, plus one-click Generate Insights when a data source connects.
  • Scatter charts. Uncover correlations, outliers and distribution patterns with greater clarity.
  • New sample dashboards. Ready-to-use examples showcasing updated chart types and best-practice patterns.

Enhancements & improvements

  • Dashboard list. Last-sync timestamp shown across grid and table views.
  • Personalized welcome. A dynamic greeting using the user’s first name.
  • Overall improvements. UI refinements, performance optimizations and bug fixes.
Version 1.10·September 2025

Advanced visualization upgrades, integration improvements and powerful usability enhancements.

New features & implementations

  • Word Cloud chart. Represent textual data frequency and prominence for intuitive pattern recognition.
  • New integrations. Zoho Inventory added, with smoother authentication and syncing for Zoho CRM and Zoho Books.
  • KPI chart customization. Edit number layouts, trendline designs and title positions with flexible positioning controls.

Enhancements & improvements

  • Push notifications. Real-time push and email alerts for datasource-connection status.
  • Saved Queries module. Redesigned grid and table views with upgraded sorting, search and filters.
  • Data Source module. A connected-only datasource dropdown and a dual table/list interface with sort and search.
  • Semantic layer. More reliable backend data export.
  • Overall improvements. UI refinements, bug fixes and backend optimizations.
Version 1.09·August 2025

Powerful new visualizations, integrations and usability improvements.

New features & implementations

  • Advanced visualizations. Tree Map charts with drill-down, Radial Bar charts, rounded-edge bar charts and upgraded interactive pivot tables.
  • Expanded integrations. Zoho CRM, Jira, dbt Cloud, Gemini LLM, Pax8 and BambooHR for unified business, project, AI, operational and HR analytics.
  • Smart dashboards. One-click dashboards for Pax8, Zoho CRM and BambooHR, plus an AI Adoption dashboard for Gemini LLM.
  • User-defined descriptions. Custom description fields on datasource connections for clearer management.
  • Automated alerts. Pax8 subscription-renewal email alerts.

Enhancements & improvements

  • UI/UX redesigns. Refreshed Home, Semantic Layer and Workbench datasource navigation.
  • Analyze dashboard summary. Extended reports now include dashboard-tab insights.
  • UI fixes. Bug fixes, UI refinements and performance optimizations.
Version 1.08·July 2025

New features and improvements to enhance your data-analytics experience.

New features & implementations

  • Protected sharing with passkey. Private access to shared dashboards secured by passkeys.
  • Threshold-based KPI alerts. Automated email alerts when KPI values cross predefined thresholds.
  • AI Adoption dashboard (OpenAI). Blend OpenAI usage metrics with smart insights to track prompt effectiveness and usage trends.
  • Smart dashboards. One-click smart dashboards for HubSpot, Tally and Shopify.
  • SAP HANA integration. Real-time fetch, transformation and visualization from SAP HANA.

Enhancements & improvements

  • Color by measure. Chart color distribution that auto-adjusts to measure values.
  • Email Analyze summaries. Send Analyze dashboard summaries directly by email.
  • Dashboard tabs. Customizable titles, font style, size, color and background.
  • Datasource-level smart dashboards. Enable smart-dashboard functionality at the datasource level.
  • UI redesigns. Refreshed Sign In, Sign Up, Home, My Profile and Sheet pages, with profile image and password-change workflows.
Version 1.07·May 2025

New features and improvements to enhance your data-analytics experience.

New features & implementations

  • Email alerts for dashboard & sheet activity. Automated notifications for updates, manual refreshes and auto-syncs.
  • Copy dashboard. Duplicate dashboards directly from the listing, preserving all configurations.
  • Copy & switch data source. Duplicate dashboards while switching sources, with full multi-source support.
  • Analyze report download. Generate and download a summary report of dashboard insights in one click.
  • HubSpot integration. Connect HubSpot to instantly fetch data and auto-generate dashboards.

Enhancements & improvements

  • KPI charts as action sources. Trigger dashboard actions from KPI charts.
  • Chart controls. Enable/disable pagination and search on table charts, plus a new radar-chart palette.
  • Embedding SDK. Apply filters on embedded sheets for interactive third-party integrations.
  • UI fixes. Multiple bug fixes and UI enhancements.
Version 1.06·April 2025

New features and improvements to enhance your data-analytics experience.

New features & implementations

  • Embedding SDK. Embed Analytify dashboards and sheets into third-party apps with interactive filtering and deeper visibility.
  • Data source switching. Instantly switch between same-schema environments such as staging and production, with automatic refresh.
  • Single-click smart dashboards. Pre-configured dashboards for popular data sources in one click.

Enhancements & improvements

  • RMM & analytics integrations. Native Google Analytics (GA4), NinjaOne and ImmyBot integrations with auto-generated charts and dashboards.
  • UI fixes. Multiple bug fixes and UI enhancements.
Version 1.05·March 2025

New features and improvements to enhance your data-analytics experience.

New features & implementations

  • Template dashboards. Pre-built dashboards delivered the moment you connect your favorite integrations.
  • Multi-format export. Download dashboards and sheet reports as Image, PDF or CSV.

Enhancements & improvements

  • Range filters for measures. Apply range-based filters for more granular analysis.
  • Nested calculations. Nested calculated fields for more complex, dynamic formulas.
  • Scalable connectivity. Support for unlimited data-source connections.
  • Year-over-Year growth. YoY growth available in Quick Calculations.
  • Sheet data refresh. Sync the most recent data directly from the Sheet page.
  • UI fixes. New color palettes in the Sheet module, plus bug fixes and refinements.
Version 1.04·February 2025

New features and improvements to enhance your data-analytics experience.

New features & implementations

  • Data transformation layer. Transform data before moving it to the semantic layer for greater control over preparation.
  • Dashboard tabs. Tab-based navigation across multiple dashboards.
  • Schedulers. Automated schedulers to refresh dashboards.
  • Cross-data-source connections. Aggregate data from multiple databases for comprehensive analysis.
  • Default roles & privileges. Predefined roles and permissions to streamline user management.

Enhancements & improvements

  • Aliases. Customize and rename column values and dimensions for clearer representation.
  • Account security. Update or change account passwords.
  • Optimized PostgreSQL. Single-schema table retrieval for greater efficiency.
  • UI fixes. Filter performance gains, informative tooltips and various refinements.
Version 1.03·January 2025

New features and improvements to enhance your data-analytics experience.

New features

  • Data syncing in reports. A Sync Data feature to refresh reports with the most up-to-date data.
  • New integrations. Shopify, HaloPSA and ConnectWise for seamless data management.
  • VM application setup. Virtual-machine setup for flexible deployment.

Enhancements

  • KPI icon provider. Full icon customization for personalized, dynamic KPIs.
  • Images in dashboards. Add images to dashboards for richer visual presentation.
  • GenieAIQ suggestions. Chart suggestions for HaloPSA, ConnectWise, QuickBooks and Salesforce.
  • Filter enhancements. Top and bottom select options, filter indicators with applied-filter counts, and a multiselect dropdown for query sets.

Performance

  • A new data engine boosts performance and enables faster query execution for a more efficient analysis experience.
Version 1.02·December 2024

New features and improvements to enhance your data-analytics experience.

Highlights

  • Drill-down & drill-through. Explore data in depth and reach detailed insights for better analysis.
  • Multi-chart plugin. Customizable options for enhanced data visualization.
  • QuickBooks & Salesforce. Integrations for seamless data management.
  • Improved filters. Better filtering at both sheet and dashboard levels.
  • Dashboard sharing. Public and private sharing options.
  • Performance & themes. Faster processing for large datasets and user customization themes.
  • Help guide. Detailed, per-feature guidance, plus refined GenieAIQ prompt-specific suggestions.
Version 1.01·August 2024

New features and improvements to enhance your data-analytics experience.

Highlights

  • Enhanced AI algorithms. Improved accuracy and performance in predictions and insights.
  • New visualizations. Additional chart types and customization options.
  • Advanced query builder. More powerful querying for complex analysis.
  • Customer service & operations. Dedicated dashboards for service and operations.
  • Optimized performance. Faster data processing and loading for large datasets.
  • Bug fixes & UI. Various fixes and interface improvements.

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