Public Roadmap

We need a ability to lock the filter in MSR based on the builder and viewer licence

Improving accessibility across Apsona Multi-Step Reports with stronger keyboard navigation, clearer workflows, and more accessible charting to support...

Enhancing accessibility for the Apsona Single Step Report feature by improving screen reader support, strengthening keyboard-only navigation, and...

When creating Apsona reports for others to run, it would be great to be able to lock the majority of filters so that they cannot be changed by the...

Current Limitation: For Scheduled Merge Actions, emails can only be sent to the logged-in user (sender). The system does not allow specifying...

Can I review the email template before sending for a merge action? Is there an in-between step to review a merged email output to verify the results...

Today, I followed instructions to create a Google Doc merge document as part of a merge action with Apsona. I received two errors that I resolved by...

When defining multiple filters and filter logic on any report, rearranging the filters in a more logical way or inserting a particular filter is not...

We have several different email address fields on contacts (email, work, personal, payout alternate). If we try to import a record (contact or other),...

When users configure a merge action (Document, Email, or Conditional Templates), the template selection dropdowns display all available templates in a...

Enhancing accessibility for the Apsona for Salesforce product by improving screen reader compatibility, strengthening keyboard navigation, and...

Currently, sublists in reports and merge documents return all related child records for a parent record. There is no option to limit the number of...

We are excited to share that we are introducing the ability to run deduplication jobs in smaller, controlled batches — specifically in batch sizes...

We are pleased to announce that Apsona is now HECVAT-compliant, ensuring that our security, privacy, and operational controls fully align with the...

We are delighted to share that Apsona has successfully achieved SOC 2 Type II compliance — reaffirming our commitment to safeguarding customer data...

Allow users to customize the number of rows displayed in Apsona Grid view, similar to the rows-per-page preference available in object-level views....

I want to be able to filter a report by a user field = <current user>. For example, I want an opportunity report that will filter by owner = the...

To enable users to generate password-protected PDFs during document merge actions in Apsona, enhancing data security and ensuring only authorized...

It would be helpful to have visibility into our Scheduled Reports usage within the Apsona system. Specifically, we'd like to see: Contract year date...