December Software Release

Our December release is about to launch with an option to preview the new Account Statistics tab, improvements to quick and advanced search help text, more accurate product export footers and better styling for product content table headers.

New Account Statistics tab (Preview)

Our new analytics section within the admin area allows Usage Analysis admins to measure engagement, identify sales leads, provide an insight into what content your users are looking for and more.

Please enable the “Preview the new Account Statistics tab” preference found within the Admin area > Accounts > Global preferences > New feature previews.

Please note that we’re planning to roll out this feature as part of our January release, so we encourage you to try it out and send us your feedback

For further information visit the release notes in your technical documentation:

  1. Go to the Admin area
  2. In the “Technical documentation” section, click on “Release Notes”

November Software Release

Our November release is about to launch with improvements to session cookies and login security, automatic refresh of expired user sessions, and faster publishing for large reports.

So, what are the changes we have for you this month?

Improvements to session cookies and login security

We have made the platform more robust by tightening security around session cookies and login, ensuring HTTPS is used for all client-server communications and protecting your site’s data.

Automatic refresh of expired user sessions

Pages will now automatically refresh when the user’s session has expired. This allows all interactive pages to work seamlessly, without having to prompt the user to authenticate after 12 hours.

Faster publishing for large reports

To speed up the process of publishing large reports, attachments that are larger than 50 MB will no longer appear in search.

For further information visit the release notes in your technical documentation:

  1. Go to the Admin area
  2. In the “Technical documentation” section, click on “Release Notes”

October Software Release

Our October release is about to launch with four new enhancements designed to help our publishing partners have more control over the order of advanced search filters, improve the usability of the reports list, manage attachments, print copies and “Buy it now” links through the API and improve the process to reset forgotten passwords.

So, what are the changes we have for you this month?

More control over the order of advanced search filters

Search filter visibility is fundamental to a user’s experience when searching for content in the platform, that’s why we’ve made it possible to determine the order in which they are shown in the “Find more products about” section of Advanced Search.

If you’d like to specify an order for the Analysts, Categories and Tags filters, please contact us.

Redesigned reports list

Last month we added the option to preview the redesigned reports list which adds colour coding and filtering to the ‘Status’ column to aid editing. This feature has now come out of Preview and is fully available across both staging and production sites.

API endpoints to manage attachments, print copies and “Buy it now” links

To improve the management of attachments and print copies we’ve added a new API endpoint to delete them when they are no longer required. Additionally, we’ve added endpoints to get and update “Buy it now” links on products.

Please visit the “HTTP API and Integration Documentation” page on your site for more details on how to utilise them.

Improved the process to reset forgotten passwords

The process to reset forgotten passwords has been simplified, allowing the user to click on a link provided in the recovery email instead of having to copy and paste the recovery code into the platform.

September Software Release

Our September release is about to launch with four new enhancements designed to help our publishing partners have more control over admin rights and licensing, increase visibility of product analysts, and improve search results.

So, what are the changes we have for you this month?

More control over admin rights and licensing

Admin rights are fundamental to a user’s interaction with our platform so we’ve made it easier to control whether “Report” admins are allowed to edit product properties that affect users and licenses.

Publishers now have the ability to decide if users should be allowed to create, edit and publish report content and metadata as well as including categories, news subscriptions, notes and buy it now settings.

Total number of search results

To enhance the usability of the search page, we’ve included the total number of matching products at the top of the results list.

Product analysts added to search results

To increase the visibility of analysts and their products we’ve added a global preference to display their names as hyperlinks in the search results page. Users can click on these links to trigger a filtered search and find additional products related to the analyst.

If you would like to try out this feature, please contact us.

Chain of custody

Also last month, we added a ‘Who’s worked on this’ section at the bottom of the content information page. This feature has now come out of Preview and is fully available to share across both staging and production sites.

Version 7.19: Five enhancements to help workflow, mobile usages, and content sharing

Version 7.19 is about to launch with five new enhancements designed to help our publishing partners improve internal workflows and the wider services they offer customers.

So, what are the changes we have for you this month?

Briefings – now even more shareable                  

Briefings were launched in Version 7.16 as concise pieces of content that deliver quick analysis and commentary on fast-moving markets or events. We’ve now made it easier to share them via email.

Publishers now have the option of adding a ‘Send this briefing to someone’ button at the bottom of the page. This function is enabled in the Advanced Preferences section of the Admin area.

‘Buy it now’ supported on mobile

To enhance usability for those accessing content via a mobile device, we’ve extended the ‘Buy it now’ feature to work on smartphones and tablets. Now, mobile users will be able to reach for content outside of their existing libraries.

Report list redesign (preview)

We’ve created a preview redesign of the report list for publishers to test. The previewed version adds a ‘Status’ column to the report list and allows filtering by status to aid editing. The feature can be turned on and off in the Advanced Preferences section of the Admin area.

Chain of custody added

To provide publishers with information about who edited a report, and on which date, we have added a ‘chain of custody’ to the bottom of the content information page. If you would like to trial this feature, please contact us.

Scheduling publication times and dates

We added a feature last month in Beta that lets editors set preferred times and dates for publication. This has now been fully launched, albeit with a couple of neat enhancements.

Analysts now have the added option to ‘request a review’ from an editor who can then publish directly or request a review of their own. Editors can also change the status of the report to ‘normal’, ‘preview’, ‘private’, or ‘archive’. The third change is how a time and date picker now pops-up when an editor selects to ‘publish later’.

Version 7.18: Four great new workflow enhancements to launch in beta

Version 7.18 is about to launch with four great new features designed specifically to help our publishing partners improve internal workflows.

As each of the four has been launched in beta, publishers interested in trialling them should contact us about adding the features to their staging sites.

So, what are these great new beta features we have for you this month?

New report editing statuses

To improve efficiency as content is progressed through production towards publication, we have added four new status options to more accurately outline the status of each piece of content.

Individual documents can now be tagged as ‘New’, ‘Pending Review’, ‘In Review’, and ‘Approved’ in the Reports section. The new column means analysts and editors can, at a glance, understand the status of individual pieces and know which require their attention.

New ‘Analyst’ role

To make creating new content even easier, we’ve added a new role. Admins can now assign users as an ‘Analyst’. This designation allows ‘Analysts’ just to create new reports and upload content. From here, Editors will be able to pick up the content, tweak, and suggest amendments for Analysts to make.

To ensure Editors maintain necessary quality controls, once the feature moves out of beta to a full release, Analysts won’t be able to create or publish Interactive Reports. They will only be able to create basic documents.

Setting publication times and dates

Once an Editor has approved content, they now have the option to set a preferred time and date for publication. We’ve added this feature to allow publishers to deploy content more strategically.

Auto Report Code generation

For publishers that don’t need to follow a particular Report Code sequence or format, we have added an option to automatically generate a Report Code. When Editors or Analysts create a new report, they can now add a Report Code or tick a box to ‘Create Code For Me’.

Version 7.17: new report covers, search and header enhancements rolled out

Version 7.17 is about to launch with three changes intended to delight both publishers and their subscribers.

Report covers

It’s now possible to upload a report cover and have it automatically applied across a whole category. This feature enables publishers to link a series of related reports and ensure all those pieces of content that previously didn’t have covers will now benefit from having one in place.

Content that appears in more than one category will be assigned the cover uploaded first, but with the option to shift to an alternative.

New header rollout

We previously told you about an overhaul to the Header section to make it easier for users to find content, make use of it, and change account settings.

That change was optional – allowing publishers to test it out – but now we have implemented the change broadly and it will apply across all sites as a permanent feature.

Search enhancement rollout

In the same way we rolled-out the new header to all sites, the package of optional search enhancements released in Version 7.4 has also been broadly released. Following a successful test and widespread uptake, these search changes will now also be applied permanently across all sites.

Version 7.16: including enhancements to feedback, API, landing pages – and a new content format

Version 7.16 is about to launch with four substantial enhancements including new API documentation, a new way to provide feedback, restyled landing pages – and a brand-new content product!

Briefings – a new content format

Briefings are concise pieces of content that deliver quick analysis and commentary on fast moving markets or events. They are a way to provide key headlines and critical factors to a reader who might not have time to read an in-depth report. In essence, briefings are summary reports, often just a single page, to provide deeper insight and analysis than is available through a news report.

Within the platform, briefings are created and delivered in the same way as interactive reports. We’ve simply added a dropdown menu for publishers to select whether to create one or the other.

Feedback button added

We’ve made it easier for publishers to quickly and easily provide us with comments, suggestions, and to request support. We’ve added a feedback button to each page in the admin area. Simply tap the button, fill in your details, and submit.

Help with APIs

To make it easier to understand how and where to use our APIs, we’ve combined our explanations of how each works with a comprehensive list of all those we have built. We’ve also added use cases and examples of coding to ensure developers can make the most of these tools of interaction.

Restyled landing pages

Based on your feedback, we have restyled our report landing pages and launched the new look to all. Landing pages have been remodelled to make it easier for a reader to quickly absorb all necessary information about a report’s contents.

Remember…

If this 7.16 update is due to go through to your production site – we’ll be in touch to schedule it!

Version 7.15: new content styles and download enhancements

We’ve got two great enhancements to launch in our latest update. Version 7.15 includes the ability to tweak the style in which content is presented to the reader and the addition of useful information to report downloads.

New content styles

To incorporate subtle branding into written content, we can now offer publishers coloured heading, shaded header sections, and the ability to change the colour and style of bullet points.

It’s also now possible to indent and add a sidebar to pull quotes to act as a ‘callout’ to this feature.

These coloured elements and style changes can be applied across a whole portfolio, all a publisher needs to do is to get in touch and let us know about the changes they’d like to make.

Download details

When a customer downloads a full report, chapter, or section, the cover page of that content will now display additional details to make it easier for them to find related material in the future.

These details include the publication date, the author’s name, and the category and tags under which that content has been organised.

As always, if you have any questions or would like clarification of any kind we’d be delighted to hear from you.

Version 7.14: GDPR, reCaptcha, password resets, and a search enhancement

There’s a host of great, new stuff in the latest iteration of iReports. The release of Version 7.14 includes a new log-in feature, a simpler way to reset a password, and a series of changes to help our customers stay GDPR compliant.

GDPR

GDPR 1: PII opt-in

When new users sign up, they will now have to acknowledge storage of their Personally Identifiable Information (PII) by actively opting in.

This opt-in will involve users checking a box to acknowledge storage of their PII. Each publisher will be expected to supply us with the text they want to appear on these re-jigged registration pages.

GDPR 2: Marketing opt-in

In addition to the mandatory PII storage approval opt-in, publishers will be given an option on whether to ask end users to opt-in for marketing.

If publishers want to make use of this opt-in request, they can have a single checkbox to confirm both the PII and marketing opt-in or separate checkboxes for each.

GDPR 3: Bulk emails

As users will have the option to opt-out of receiving marketing messages, we are removing the bulk email facility that allows publishers to send the same message to all users.

GDPR 4: Deleted users

When a publisher deletes a user from their system, this will automatically remove the PII associated with that individual. ‘Ghost’ user stats will be retained, but these will be disassociated from any identifiable user information.

Google reCaptcha

To distinguish between humans and machines, publishers now have the option of running Google reCaptcha as part of their registration process.

To add this feature, publishers should set it up with Google, then go to their Admin area in iReports to verify and then enable use.

Forgotten passwords

We’ve made it easier for users to reset their passwords. Now, they can just click the ‘forgotten password?’ button to trigger an email containing a link to reset.

Filtering by analyst

We’ve added an enhancement to make it easier to find content authored by individual analysts. Now, when filtering search with an analyst’s name, the analysts are listed alphabetically by their last name, rather than their first.

As always, if you have any questions or would like clarification of any kind we’d be delighted to hear from you.