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September 6th, 2023: What’s new in Athennian

Charlé West
Charlé West
  • Updated

✨ WHAT'S NEW

  • Registrations Workflow
    We’ve updated our Add New Registrations Workflow. You’ll notice a much cleaner look, expandable and collapsible fields, and much more. Take a look at what to expect in this video:



  • Custom Reports: Beta Features

We’ve updated our Custom Reports functionality with some exciting new beta features. These features are there for you to use and test out as we are actively looking for feedback with how we could improve them. Take a look at the following new features:

  • "All" Tab in Custom Reports
  • Data Columns which allow you to surface affiliations on an already generated report
  • And / Or filter functionality 
  • Column Visibility

 

  • Update Currency Field

In securities, you will now be able to update the currency field in a transaction record. This change will help make managing the transactions of an entity more accurate and efficient!


🐞WHAT'S NEW

  • Entity Notes in Custom Reports

All entity note details will now export successfully from custom reports, giving you accurate information both in and Athennian and outside the application.

  • Entity Address Notes in Custom Reports

All entity address notes columns will now return accurate results when generating a custom report.