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Release Notes

Report Forge release notes

Full version history for Report Forge. For the latest highlights, see What's New.

v3.4.0​

New features​

  • Advanced chart library: added Waterfall, Treemap, Decomposition Tree, Funnel/Pyramid, Box Plot, Scatter-Bubble, Resource Usage Profile, and Milestone Trend Analysis (MTA) components.
  • Maps component: geospatial reporting with point, cluster, heatmap, bubble, choropleth, and line layers. Six basemap styles. Address geocoding with per-report cache.
  • Subreport component: embed a child blueprint output inside a parent output with parameter mapping and dynamic height sizing.
  • Button component: six action types (navigate page, navigate bookmark, navigate URL, drill through, back, filter). Icon library support. Filled, outlined, and ghost styles.
  • Cascading parameters: Select parameter allowed values can be filtered by another parameter's current selection.
  • PDF quality setting: Standard or High quality export option.
  • PDF password protection: optional AES encryption for PDF exports.
  • Excel data-only mode: export without styling for downstream processing.
  • Export schedule: automatic PDF delivery on edition approval or calendar trigger with email or SharePoint delivery.

Improvements​

  • Ribbon Data tab: Preview data panel for debugging section row counts and values.
  • Page Layout: Apply to all pages applies size, orientation, and margins in one step.
  • Data tab: Field manager for consolidated field and calculated field management.
  • View tab: Component list panel for named component tree navigation.
  • Calculated fields: new SWITCH, DATEDIFF, DATEADD, and COALESCE functions.
  • KPI card multi-layout: new two-column mode.
  • Table component: new mini-gauge in-cell visual type.
  • Gantt component: new executive display mode with reduced row height.
  • Slicer: new range slicer type for numeric range selection.

Fixes​

  • Fixed: Gantt baseline bars not rendering when baseline start equals activity start.
  • Fixed: Matrix grand total row appearing in the wrong position when subtotals were configured above group rows.
  • Fixed: Conditional formatting rules not applying to grouped table rows in Excel export.
  • Fixed: Pie chart Others grouping count showing incorrect row count when filters were applied.
  • Fixed: Filter scope tooltip showing "Visual" for Page-scope filters in the Filters panel.

v3.3.0​

New features​

  • Cash flow curve component: five presets (Periodic, Cumulative, Baseline+Actual+Forecast, Inflow-Outflow, Executive). Cumulative vs periodic mode toggle. Five distribution profiles.
  • Earned value component: six presets (EV Trend, PV-EV-AC, CPI-SPI, Variance, Forecast, Executive). Derived metric formulas. Threshold bands.
  • Slicers and filters component: 11 slicer types. Cascading slicers. PDF export static rendering.
  • Combo chart component: dual-axis chart with bar + line series. Dual-axis configuration wizard.
  • SharePoint List connector: read SharePoint Online list items as report data source.
  • OData and REST API connectors: generic OData v4 and JSON REST API connectors with bearer token and API key authentication.
  • Edition Export Schedule: configure recurring exports from the edition settings page.
  • Review comment priority: Critical, Major, Minor priority labels on review comments.

Improvements​

  • Blueprint Designer: Conditional field visibility \u2014 show/hide fields based on another field's value.
  • Blueprint Designer: Section permissions \u2014 role-based edit and view access per section.
  • Output Designer: Duplicate component shortcut (Ctrl+D).
  • Output Designer: page background color and background image support.
  • Table: new aggregation options \u2014 Count distinct, First, Last.
  • Chart: histogram bin count and width configuration.
  • Chart: secondary axis label format configurable independently of primary axis.
  • KPI card: executive layout with large metric display, subtitle, and directional arrow.
  • Gantt: phase banner and section band support for grouping activities visually.

Fixes​

  • Fixed: Edition import (CSV rows) failing silently when a required field column was missing in the file.
  • Fixed: Page-scope filters not applying to Subreport components embedded on the page.
  • Fixed: Chart legend overlapping data labels when both were enabled and the chart was narrow.
  • Fixed: Rich text fields losing formatting on resubmit after changes-requested cycle.
  • Fixed: Edition assignee notification not sending when the assignee was added after initial creation.

v3.2.0​

New features​

  • Gantt component: three display modes (operational, baseline, executive). Four dependency types. Critical path highlighting. Multi-bar lane policies.
  • KPI card component: six single layouts and three multi layouts. Trend indicators. Progress bar and ring. Sparkline in single card mode. Status icon with threshold rules.
  • Matrix component: row and column grouping. Stepped layout. Row and column subtotals. Grand totals. Heatmap conditional formatting.
  • Blueprint versioning: minor and major version increments with change log. Version history in the Blueprint Library.
  • SQL Server connector: full support for SQL Server authentication and Azure AD authentication.
  • Excel / CSV connector: file upload or SharePoint/OneDrive URL. Named range support.
  • Data date and report date fields on edition creation form.

Improvements​

  • Output Designer: freeform canvas mode in addition to grid mode.
  • Output Designer: snap to grid and alignment guides.
  • Output Designer: page thumbnails sidebar for multi-page navigation.
  • Table: transpose mode swaps rows and columns for horizontal summary layouts.
  • Table: cell merging for spanning header cells across columns.
  • Chart: reference lines (static and dynamic/field-bound) on bar, line, and area charts.
  • Chart: trend lines (linear regression and moving average) on scatter, line, and bar charts.
  • Gantt: today line and data date line display options.

Fixes​

  • Fixed: Matrix column headers not rendering in Excel export when the column group had more than two levels.
  • Fixed: Blueprint duplication losing calculated field expressions.
  • Fixed: Output Designer undo not restoring component position after drag-and-drop.
  • Fixed: Parameter default values not applying in filter rules at output generation time.