2026R1 Release Note

This release introduces Key Enhancements, Performance Improvements, and Bug Fixes to Upland Analytics to improve:

  • Pivot calculations and totals accuracy.

  • Subscription scheduling and filtering reliability.

  • Export pipeline stability.

  • Dashboard edit-mode reliability.

  • Filter scoping integrity.

  • User authentication & SSO stability.

  • Overall platform security.

Key enhancements

Pivot calculations and totals

You can now:

  • View configurable, higher‑level “total/subtotal” columns when pivoting on multiple columns,

  • Add per‑column totals/subtotals controls,

  • Correct AVG and custom‑field total calculations, and

  • Automatically disable sorting when totals/subtotals or ranking are enabled to prevent misleading results.

Subscriptions

We have:

  • Clarified subscription/email status messaging so queued deliveries are reported accurately,

  • Added an “email attachment” delivery option for supported export formats, and

  • Now mark inactive users in recipient lists (with a tooltip) so senders know inactive users won’t receive messages.

Navigation and user experience

To provide a better, more consistent experience:

  • Links to Help documents now open articles in French when the application language is French.

  • We applied UI design updates for French translations.

  • Post-login redirects remain inside the current UA instance to avoid accidental external redirects and improve secure navigation after sign‑in.

  • The homepage can now be set to automatically open onyour favorite report or dashboard on login so you land directly on your most-used content.

  • We added “Duplicate” actions for data sources and data views in Analytic Settings so admins can quickly copy and modify similar configurations.

  • We introduced "full report name display on hover" in NextGen so users can easily identify reports without opening them, matching Classic UA behavior.

  • We updated KPI drilldown time‑period labels so metrics and drilldowns consistently reflect the time ranges.

  • We added PostgreSQL support and the ability to run Laravel migrations across multiple databases, while retaining the option to use MSSQL where needed to increase deployment flexibility.

  • We updated support in the Laravel configuration to align caching/session services with our AWS environment.

Performance improvements

  • Added an optional Port parameter to database connection settings (was previously hard-coded to 1433) to fix connection failures with named SQL instances.

  • Introduced a pre-process pipeline step that increases PHP memory_limit for dashboards exceeding a configurable widget threshold to avoid memory exhaustion during Edit Dashboard initialization.

  • Fixed a performance issue in the analytics-menu API to improve response times and reduce API latency and processing load for analytics menu requests.

  • Replaced the data-source optimization algorithm to more reliably select only the required views for widget queries, reducing unnecessary joins and producing more efficient, correct query plans for edge cases.

Bug fixes

Breaking changes

  • UI rendering fixes: required-field asterisks now display and field widths now display as intended on the Database Connections and Data Views pages, restoring expected form behavior and layout. This is a UI-only fix — no migration or action required.

  • Internal subscription-query refactor and ZIP filename change: subscription SQL views/queries were standardized and batch-download ZIP entries now use users' friendly filenames. There are no migrations or public-API changes, but any integration or script that depended on exact ZIP entry names must be updated to the new filenames.

  • KPI subscription fix: subscriptions that failed when a KPI chart used a Time field have been fixed, restoring reliable scheduled deliveries for affected charts. This requires no migration or action.

  • Password-policy hardening: stronger password validation will be enforced. Users with passwords that no longer meet the new policy will be required to reset them on next login — admins should notify users and ensure password-reset support is available.

Reporting Accuracy & Data Integrity (Highest Business Impact)

Critical fixes

  • Incorrect totals/subtotals calculations fixed.

  • Ranking now respects Totals and Subtotals.

  • Year-based date filters returning incomplete datasets fixed.

  • "Current Week" filter returning wrong week fixed.

  • Multiple drilldown failures resolved.

  • Boolean custom fields causing report failures fixed.

  • DATEDIFF (Milliseconds) report hang fixed.

  • Custom-field aggregation errors with multiple dimensions fixed.

  • Avg aggregation over datediff corrected.

High

  • Numeric zero values displaying as blank fixed.

  • Division-by-zero safeguard generalized across DB engines.

  • Snowflake DATEADD/DATEDIFF interval errors fixed.

  • Date/time filter parsing corrected.

  • Subtotals restored in migrated reports.

  • Date data-type mapping corrected in migration.

Medium

  • Filter drawer formatting restored.

  • Missing Y-axis labels in migrated charts fixed.

  • Column visibility preserved during migration.

Subscriptions & Email Reliability

Critical

  • Background scheduler dispatch reliability fixed.

  • Subscriptions now honor applied on-page filters.

  • Duplicate FTP deliveries fixed.

  • Invalid/inactive users blocked from receiving emails.

  • KPI subscriptions with Time fields fixed.

High

  • "Last Run Status" and "Next Run" corrected.

  • Subscription filename collision prevention.

  • Interval minutes field update fixed.

Medium

  • Email template UI alignment.

  • French localization fixes for subscription UI.

Exports & File Management

Critical

  • 500 export errors resolved.

  • Blank/corrupted XLS & PDF exports fixed.

  • Waterfall chart export null-reference fixed.

  • Export jobs hanging resolved.

High

  • ZIP filename corrections.

  • Single-file ZIP incorrect contents fixed.

  • "Suppress repeated data" honored in exports.

  • CSV injection mitigation.

Medium

  • Download progress persistence fixed.

  • Bulk delete commit issue resolved.

Dashboards & Widgets Stability

Critical

  • KPI widgets not loading in Edit mode fixed.

  • "No Widgets" edit-mode issue resolved.

  • Permission errors blocking dashboard edits fixed.

  • Widget API 500 errors resolved.

  • Chart drilldown JS error resolved.

High

  • Stacked bar chart ranking/sorting corrected.

  • Bar chart series settings persistence fixed.

  • Sequential Rendering error fixed.

Medium

  • External widget deletion localization added.

  • Widget preview injection hardening.

Filters & On-Page Filtering

Critical

  • On-page filters leaking across reports fixed.

  • Range filter edits now re-trigger preview refresh.

  • Hidden Fiscal Year filter corrected in pivot.

High

  • Date/time filter persistence between buckets fixed.

  • Admin datetime filters corrected.

Medium

  • Clear Filter control accuracy fixed.

  • Filter formatting inconsistencies corrected.

User Management, Authentication & SSO

Critical

  • "User could not be saved" fixed.

  • Users API Update/Delete endpoints restored.

  • New-user login SSO caching bug resolved.

  • SSO session-expiry redirect corrected.

  • SSL certificate chain issue resolved.

High

  • Secure inactivity timeout enforcement fixed.

  • Password reveal exposure mitigation.

  • Default "Rows Per Page" for new users restored.

Medium

  • System Default language selection corrected.

  • Company Profile Fiscal Year save error fixed.

Migration & NextGen Compatibility

Critical

  • Migrated reports failing with errors resolved.

  • Missing columns/rows after migration restored.

  • Aggregation miscalculations in migrated custom fields fixed.

High

  • Conditional color indicators restored.

  • Subtotal logic reapplied during migration.

Medium

  • Minor NextGen UI inconsistencies corrected.