Welcome to Q2 Now, with the click of a button, you can generate beautiful, immersive quarterly reports packed with all the intelligent executive summaries and actionable insights you get from standard, monthly Digits Reports. Quarterly Reports pack all the same power: infinitely explore your data through elegantly presented numbers and popular features like Hover to Discover.
Preview Mode — proof beforeyou send
Measure twice, cut once—it’s no surprise that accountants and financial professionals care tremendously about the details. So, when it came to creating reports for their clients, they were naturally interested in how their work would be presented. Inquisitive and detail-oriented users can now preview and share both emails and reports with themselves to see and review exactly what the others will receive when they are shared a report.
Full April Change Log
Digits Reports + Digits Reports Builder
Feature: Quarterly Reports Support
Users can now generate quarterly Digits Reports
Feature: View-as-a-Client Support
Users can now preview a report before sharing it
Users can now preview an email before sending it
Designed a top banner to identify preview mode
Developed a tool-tip for better “Preview” text explanation
User Experience Enhancements
Improvements related to date adjustments
Easier time period selection
Greater context awareness with expanded viewing around shared reports
Digits Search
Added underlying support for searching across different view types
Enhanced extraction of information from unstructured text
Index transactions’ external display IDs
Client Portal
Updated ordering and treatment of client lists
Living Model
Optimized vendor information extraction via transaction descriptions
Implemented a Digits specific banking-related NER model