1st Reporting Product Updates — June 2026
This month's updates introduce Adobe Sign integration, enhancements to Template Genie and Workflow Builder, expanded Catalog management capabilities, reporting improvements, and several usability updates across Forms Engine, mobile reporting, and the overall platform.
Adobe Sign Approval Workflows
Templates can now include Adobe Sign fields, allowing documents to be sent directly for approval or escalation through Adobe Sign.
Updates include:
- Adobe Sign field support within templates
- Automatic email delivery for approval requests
- Approval and escalation workflow integration
- Streamlined digital signature process
These updates make it easier to collect legally binding signatures while keeping approval workflows within the reporting process.
AI Engine Improvements
Template Genie has been updated with a more reliable AI engine to generate higher-quality templates with greater consistency.
Updates include:
- Improved AI reliability
- More consistent template generation
- Better response quality
- Updated Template Genie interface
- Improved Template Library experience
These enhancements provide a faster and more dependable template creation experience.
Multi-Channel Notification Support
Workflow Builder now supports configuring multiple notification channels from a single workflow.
Updates include:
- Multi-channel notification configuration
- Expanded notification capabilities beyond email
- Simplified workflow setup
- Improved notification management
These improvements make workflow automation more flexible while reducing configuration time.
Catalog Import, Export & Management Updates
Several improvements were implemented across Catalog management to simplify administration and improve data management.
Updates include:
- CSV import functionality for bulk Catalog population
- Export all Catalog data
- Support for additional field types
- Catalog UI improvements
- Enhanced linked Catalog functionality
These updates make Catalog management faster, more scalable, and easier to maintain.
KPI Reports Renamed to Insights
KPI Reports have been renamed to Insights across the platform.
Updates include:
- KPI Reports renamed to Insights
- Updated navigation labels
- Improved reporting terminology
- More intuitive analytics experience
These updates provide a clearer and more user-friendly reporting interface.
Reporting Experience Improvements
Several updates were implemented to improve reporting workflows across web and mobile devices.
Updates include:
- Improved required field validation
- Better navigation to validation errors
- Canvas and Signature field enhancements
- Offline location selection improvements
- Coordinate editing while offline
- Improved offline profile handling
These updates improve usability and provide a more reliable reporting experience, especially in offline environments.
Performance Improvements
Additional improvements were implemented across the platform to improve stability and reliability.
Updates include:
- Attachment upload improvements
- Speech-to-Text enhancements
- Signup and onboarding improvements
- Mobile and web stability improvements
These updates improve the overall user experience and platform reliability across daily reporting workflows.
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