🔧 WHAT'S IMPROVED
Exports in Securities are generated as XLSX
When exporting data from securities you may want to edit the document. Editing can be cumbersome in a CSV document, so we've updated the exports in Share Transactions, Share Certificates, Shareholdings, Option Transactions, Options, Optionholdings, Warrant Transactions, Warrants, Warrantholdings to XLSX making it easier to edit, save, and manage them.
🐞 WHAT'S FIXED
- Task priorities were not populating in Custom Reports, they're back and ready to be reported on
- The placeholder for dates in Options/Vesting plans was showing YYYY/MM/DD, we've updated this to dashes (YYYY-MM-DD), which is the correct, required, formatting for the field