07.23.2026: Feature Enhancements

Export Settings Enhancements

We've continued expanding the self-service export configuration experience with new filtering, saved settings, and export type support.

What's New

• A Date Range filter is now available when configuring the Capital Calls, Commitments, Distributions, Documents Viewed, Investments, Investments and Distributions, and Transfers exports, with column-specific filter options (for example, Received On, Due Date, or Closed Date).
• Export settings can now be saved on a per-user basis using a new Save option, and reverted at any time with a "Reset to Default Settings" link.
• The Profile Connection Details export is now configurable through the self-service export UI, including a custom export title, default sort order, and column selection and ordering.

Waterfall Name Visibility on Import Data

Reviewers approving distribution batches can now identify the applicable waterfall without leaving the Import Data page.

What's New

• A Waterfall Name column has been added to the Import Data → Pending tab grid.
• Batches without an associated waterfall display "-"; batches with more than one associated waterfall display "Multiple."

Performance Improvements

We've made backend GraphQL performance improvements to reduce slow response and loading times on pages that use GraphQL-powered components.