Release 122 – Standardize & Automate Your Reporting Workflows

Release 122 introduces a major improvement to reporting: you can now save and reuse custom report templates. Whether you are building reports manually or using AI, templates let you create once and apply everywhere. This makes it easier to standardize your reports, reduce repetitive work, and streamline how your team shares updates. These updates give you more flexibility, automation, and control so you can focus on what matters.

What’s New in Release 122?

1. Custom Templates on AI Reports

Users can now save any report as a reusable template and apply it to future schedule updates in just a few clicks.

From the reporting view, create your report as usual.
Click Save as Template to keep the structure and content.
Apply that template to any future update instantly.

This is perfect for teams that run consistent updates, such as monthly or executive reports, and want to avoid starting from scratch every time.

2. Standardization for the Whole Team

Templates help teams stay consistent.

Use the same report layout and language across projects and updates.
Define whether your template is private or shared with others in your project.
Improve clarity, reduce errors, and align teams with a common format.

3. Automated Workflow and Smarter Templates

Templates are smart enough to recognize missing data.
For example, if a report references a WBS that does not exist in the latest update, you will get a prompt to fix it.

AI-generated content from widgets is automatically refreshed with each update, so you get relevant insights without extra effort.

Why These Changes Matter

Save time by building reports once and reusing them
Standardize reporting across your project
Automate workflows and reduce repetitive manual work
Deliver updates, reviews, and stakeholder reports faster and more consistently

These updates give you more control over how you build and scale reporting without sacrificing speed or quality.

Stay tuned for our next release! 🚀