Release Date: November 8, 2025

Reporting

• User Defined Report bugs related to filtering, reordering fields, and special characters have been fixed.

Fund Reporting Module

• Removed yellow homepage message box when no message is populated
• Removed support widget from database - fund reporting role users should be using the support modal in top right corner of the page (Question mark icon) to get support from a database administrator instead. For more info, see: Need Help?

Balance Platform Migration

• Disabled access to old Balance platform for all migrated users.

Coming Soon

• Automated imports - foundation work is being completed now with testing beginning in December. No set ETA yet.
• Ability to show related expendable/endowed funds and easily navigate back and forth. This is currently available for Fund Reporting Role Users and is expected be available for all other users roles except Report Only in December 2025.