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ProVision

Changelog: Reporting

Every Reporting change in ProVision, newest first.

Reporting
  • All areas
  • Conversations155
  • Sites54
  • Workflows38
  • Inbox37
  • AI36
  • Memberships34
  • Settings33
  • Proposals33
  • Signal31
  • Integrations29
  • Public API28
  • Clients27
  • Sidekick25
  • Projects25
  • Billing20
  • Macros18
  • Tasks18
  • Reporting11
  • Mobile10
RSS
  1. September 22, 2026

    AI Site Summaries, Weekly Digests, and Smarter Policies

    New

    1
    • Weekly Site Digest

      • Operations owners can opt into a weekly email digest highlighting health changes, service-level trends, conversation activity, and sites that need attention.
    Product areas:MembershipsSignalSidekickAIPublic APIReportingSettings
  2. July 24, 2026

    Improve Imports, Reporting, And Conversation Failure Visibility

    Improved

    1
    • The subscriptions report now opens with the most commonly reviewed columns first, so less manual sorting and pinning is needed.

    Product areas:ConversationsSignalIntegrationsReporting
  3. June 24, 2026

    POST/PATCH Site for public API

    Fixed

    1
    • Fixed partner export behavior so all expected addresses are included in client-site.json.

    Product areas:ConversationsSitesMembershipsPublic APIIntegrationsReporting
  4. April 8, 2026

    Past due notifications, Export PDF, Bulk Copy as markdown, and Custom Checkout Links

    New

    1
    • Added the ability to download a conversation as a PDF from the conversation quick actions menu. The PDF uses the same structured content as copy-as-Markdown with a sensible filename for sharing.

    Product areas:ConversationsMembershipsBillingSidekickReporting
  5. March 27, 2026

    Added Custom Checkout Links and Expanded Partner Data Export

    New

    1
    • Partner data export now includes client, site, and project information alongside conversation data.

    Product areas:MembershipsAIIntegrationsReportingSettings
  6. March 24, 2026

    Security Only as a first-class SLA

    Fixed

    1
    • Subscriptions report client name now prefers the primary client when Stripe’s customer label is site- or address-style.

    Product areas:MembershipsBillingAIReportingSettings
  7. February 2, 2026

    Color-Coded Urgency Icons and Signal Improvements

    New

    1
    • Added site links to Subscriptions report for quick navigation

    Product areas:ConversationsBillingWorkflowsSignalAIIntegrationsReporting
  8. January 28, 2026

    Macro Folders

    Improved

    1
    • Added "Go to Site" action to Subscriptions report for quick navigation to site pages.

    Product areas:ConversationsMacrosSidekickReportingSettingsMobile
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