Ongoing Report Improvements

Note: Don't see this yet? These improvements are in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

We’re improving report setup and editing to reduce delays and create a more reliable experience when you add, update, and manage reports.

These updates modernize how report parameter sets and related report details are managed behind the scenes. As a result, report workflows respond faster while preserving the familiar experience you use today.

As this enhancement rolls out, you can:

• Add report instances with smoother, more consistent performance.

• Update existing report settings with fewer delays.

• Work more efficiently with saved report options in web view.

Updated Reports

Review this list to identify which reports are updated and which reports are planned for upcoming updates. We update reports on an ongoing basis and add them to this list as they are scheduled, so you can return for the latest details.

Tip: These improvements are part of ongoing efforts to increase performance and reliability across reporting workflows.

ü = Updated

l = Planned

Report	Status
Acquisition	ü Limited Availability (LA)
Balance sheet	l
Custom management	ü Limited Availability (LA)
Deposit	ü Limited Availability (LA)
Income statement	l
Statement of cash flows	ü Limited Availability (LA)
Statement of functional expenses	ü Limited Availability (LA)
Trial balance	ü Limited Availability (LA)