This month you can export the data behind any revenue chart, acknowledge data-sharing terms when enabling Wiland, and enjoy a round of Insights, Playbook, Pathways, and browser fixes based on your feedback.
What's new
Export the data behind revenue charts
You can now download the underlying numbers for any revenue chart, not just the chart image. Pull the values straight into Excel, Google Sheets, or your BI tool instead of reading figures off the chart.
- Open any revenue chart in Insights.
- Click the download icon in the chart toolbar.
Choose a format:
Format Use it for CSV Analyzing the underlying numbers in Excel, Sheets, or a BI tool. PNG Pasting the chart image into documents or emails. SVG High-resolution placement in design software. PPT Dropping the chart straight into a slide deck.
CSV exports include the values and groupings used to build the chart and reflect any filters you have applied.
Wiland data-sharing consent
When you enable the Wiland integration, the setup modal now shows a consent checkbox. You must acknowledge the data-sharing terms before the integration can be turned on.
This step only appears on the Wiland integration and only when enabling it. No action is required if your organization already has Wiland enabled.
Insights improvements
Back and Forward buttons now update charts
Browser Back and Forward buttons now refresh the charts on the page, not just the URL. Previously, navigating through history could leave the page in a mixed state where the title and breadcrumb updated but the charts did not.
Select All on multi-select filters includes blanks
Clicking Select All on a multi-select filter now matches the behavior of applying no filter at all, including rows where the field is null or blank. This resolves cases where totals appeared to drop after selecting everything.
If you need to exclude blanks, uncheck specific values after selecting all to tailor your filter.
Filter options recover after errors
If a filter fails to load its options due to a transient error, the filter now recovers on its own instead of staying stuck on a loading spinner. You can retry inline without refreshing the page.
Chart right-edge clipping fixed
The rightmost bar or data point on charts like Revenue by Month is no longer cut off, in both the in-app view and PowerPoint exports.
Pathways
Transaction ID now available in file export picker
When configuring a Pathways file export, the Transaction ID column is now selectable in the column picker. It had previously been hidden by an overly broad column match.
Playbook
Facebook Page dropdown works for Business Manager clients
The Facebook Page dropdown in Playbook's launch step now lists Pages whether they are owned by a personal Facebook account or a Meta Business Manager. Previously, customers whose Pages lived under a Business Manager saw an empty dropdown and a prompt to reconnect, even when their Facebook connection was healthy. Those clients can now select their Page and launch campaigns without reconnecting.
Segments
Segment size accurate with In Segment filter
Segment size counts are now correct when a segment uses the In Segment filter to reference another segment. Sizes for affected nested segments will recalculate on next use.
Browser support
Firefox Settings page
The Connections page under Settings intermittently rendered blank in Firefox. It now loads reliably in Firefox alongside Chrome, Safari, and Edge.