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CFP Release Notes - April 16, 2024 

Tue April 16, 2024 06:44 PM

What's New in Cloudability Financial Planning

v1.2 - April 16, 2024

Summary

In today's release, we've added new plan creation options, enhanced our analytics with full page mode and drill support, and opened up API access to core CFP functionality.

Additional Plan Creation Options

You can now create plans containing up to 3 years of data.  In addition, you can now select the prior year as the start year for a plan.

Full Page Mode

For those with limited screen real estate, all charts and tables can now be expanded to fill the entire page. We've added an "expander" button to charts and tables that support full page mode. Clicking this will expand the card to take up the full page; clicking again will restore it to its normal display size.

Drill Support

You can now drill to line item details on variance dashboard charts.  Clicking on a line  or bar segment will bring up a line item detail table showing the line items that comprise the data point or segment.  You can further group (summarize), sort and filter the line items using the table sidebar tools.

API Access

For customers looking to automate processes and integrate with CFP, we now have public API access to core CFP functionality.  More information can be found in the online help.



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