On August, 16 2026, our monthly release was deployed.
RI PDF exports were not preserving bold row formatting shown in the report preview. Bold formatting is now retained in exported PDFs.
RI Assistant date-range guidance for payment and debt transaction reports was updated to use the correct date fields when generating or revising SQL.
Additional safeguards were added to RI report processing to help prevent memory issues caused by large or resource-intensive reports.
RI drilldown CSV and Excel exports now include all matching rows instead of only the rows displayed on the current page.
The RI Transactions report was not correctly recognizing numeric client codes in the client selector. This has been fixed. Drilldown issues were also corrected so totals display as expected, page navigation works correctly, and record counts accurately reflect the number of records.
In order to deploy the release, downtime of up to 15 minutes may be experienced.
We apologize for the inconvenience associated with this. Please know that we are dedicated to taking corrective actions whenever appropriate.