Sugar Discover Release Notes

Overview

This document describes any new features, enhancements to existing features, fixed issues, and known issues for the latest release of Sugar Discover.

July 16, 2021

Fixed Issues

The following Sugar Discover features have been deployed as of July 16, 2021:

• Line Charts: A new option has been added to Line Charts to select multiple points that can be passed as filters into the linked report, making it fast and easy to compare differences in details for multiple points in the chart.
• New Chart Color Palette: The chart color palette has been expanded to include a broader set of pre-defined colors. Since the default colors applied on charts have been changed, there may be a color change on your reports if colors were not previously defined. If colors were explicitly chosen on a report, then they will remain. If a color is not available on the new color palette, Report Creators now have the ability to specify a specific color by its HEX code.
• User Name Filter Type: Content creators can now define a new filter type on User Name (Is Current User) that is dynamically updated to filter on the user viewing the Report.
• Live Query: This new mode provides users the option to either automatically update the report with each change immediately, or to make a number of changes and selectively decide when they want to update the query based on their changes.

Known Issues

The following known issues are currently present in Sugar Discover:

• It is possible to save a report with a name that has already been used.
• The PivotTable Grand Total may not work if the Sort Ordinal Field does not exist.

The following known issue is currently present in the Discover Dashlet package:

• When viewing dashboards on a mobile device, Discover dashlets show the mobile layout, limiting screen real estate for visualization.

April 30, 2021

Fixed Issues

This release of Sugar Discover addresses minor bugs.

Known Issues

The following known issues are currently present in Sugar Discover:

• It is possible to save a report with a name that has already been used.
• The PivotTable Grand Total may not work if the Sort Ordinal Field does not exist.

The following known issue is currently present in the Discover Dashlet package:

• When viewing dashboards on a mobile device, Discover dashlets show the mobile layout, limiting screen real estate for visualization

April 9, 2021

Feature Enhancements

The following Sugar Discover features have been deployed as of April 9, 2021:

• Discover Slicers: The Slicers feature introduces a method that simplifies the viewing of Discover reports by allowing users to filter data without leaving the report view.

• Discover is translated into all Sugar core languages.

• Location preferences have been added to user profiles to determine how date, time, decimal character, and grouping characters are displayed in the user interface and in reports.

January 13, 2021

Feature Enhancements

The following Sugar Discover feature has been deployed as of January 13, 2021:

• Discover Dashlet package v4.0: Sugar Discover now comes with a module loadable package that can be installed to your Sugar instance for viewing Discover reports on dashboards. Refer to the Sugar Discover User Guide for steps to download and install the package.

Note: Upon the upcoming Sugar version 10.3.0 release, you will not be required to install the Discover Dashlet since it is built into Sugar, and if the dashlet is already installed, then you should uninstall it.

October 27, 2020

Feature Enhancements

The following Sugar Discover feature has been deployed as of October 27, 2020:

• Discover Dashlet package v3.0 : A new version of the Discover Dashlet package has been released to fix a known issue. Refer to the Sugar Discover User Guide for steps to download and install the package.

Fixed Issues

The following issue is fixed in the Discover Dashlet v3.0 package:

• When viewing dashboards on a mobile device, Discover dashlets show the mobile layout, limiting screen real estate for visualization.

October 12, 2020

Feature Enhancements

The following Sugar Discover feature has been deployed as of October 12, 2020:

• Fiscal Calendar Support : Sugar Discover enables Fiscal Calendar Year support so that organizations can easily report on these calendar based boundaries.

Fixed Issues

The following issues are fixed in this release of Sugar Discover:

• Safari: Logout does not work when Sugar Identity is configured as the security provider.
• When events display on the Insight Feed comparing percentages, percentage formatting is not displayed.
• When Discover Dashlet query times out, it may show a message that the MLP is out of date.

August 21, 2020

Feature Enhancements

The following Sugar Discover features have been deployed as of August 21, 2020:

• Centralized Administration with SugarIdentity : Discover leverages SugarIdentity to provide central administration of users and single-sign-on with other Sugar products.
• Discover Dashlet package v2.1 : Sugar Discover now comes with a module loadable package that can be installed to your Sugar instance for viewing Discover reports on dashboards. Refer to the Sugar Discover User Guide for steps to download and install the package.

Fixed Issues

The following issue is fixed in this release of Sugar Discover:

• Users cannot create Sugar Discover Dashlets in Safari or Google Chrome browser version 84 or higher.

July 13, 2020

Feature Enhancements

The following Sugar Discover features have been deployed as of July 13, 2020:

• Centralized Administration with SugarIdentity : Discover leverages SugarIdentity to provide central administration of users and single-sign-on with other Sugar products.
• Discover Dashlet package v2.0 : A new version of the Discover Dashlet package has been released that is supported for use with Sugar 10.1.0 (Q3 2020). Refer to the Sugar Discover User Guide for steps to download and install the package.

Fixed Issues

The following issue is fixed in this release of Sugar Discover:

• Sugar Discover may not work in the Microsoft Edge browser.

The following issue is fixed in this release of Discover Dashlet package:

• Sugar Discover may not work in the Microsoft Edge browser.

June 10, 2020

Feature Enhancements

The following Sugar Discover features have been deployed as of June 10, 2020:

• Discover Dashlet package v1.2 : A new version of the Discover Dashlet package has been released to address existing issues. Refer to the Sugar Discover User Guide for steps to download and install the package.

Fixed Issues

The following issues have been resolved in this release of Sugar Discover:

• Drill linking incorrectly shifts date values based on time zone.

The following issues have been resolved in v1.2 of the Discover Dashlet package:

• Better error messaging for troubleshooting when content fails to display in the Discover dashlet.
• Improved handling of re-authentication after long periods of inactivity.
• Drill linking to a Discover report in the Discover dashlet may not work as expected.

April 24, 2020

Feature Enhancements

The following Sugar Discover features have been deployed as of April 24, 2020:

• Discover Dashlet package v1.1 : A new version of the Discover Dashlet package has been released to address existing issues. Refer to the Sugar Discover User Guide for steps to download and install the package.

Fixed Issues

The following issues have been resolved in this release of Sugar Discover:

• Improved responsiveness during initial loading of application.
• Tooltips in the Filter area are not displayed.
• Users who access their profile setup (e.g. change password) from an invite without completing it will still be listed as an active user in the current user list.

The following issues have been resolved in v1.1 of the Discover Dashlet package:

• Discover dashlet titles cannot be changed.

April 1, 2020

Feature Enhancements

The following Sugar Discover features have been deployed as of April 1, 2020:

• Discover reports embedded in SugarCRM dashboards : Discover Reports can be embedded into SugarCRM dashboards using the Discover Dashlet module loadable package.
• Discover Dashlet package v1.0 : Sugar Discover now comes with a module loadable package that can be installed to your Sugar instance for viewing Discover reports on dashboards. Refer to the Sugar Discover User Guide for steps to download and install the package.

October 18, 2019

Feature Enhancements

The following Sugar Discover features have been deployed as of October 18, 2019:

• Immediate insight into sales performance : Sugar Discover is a purpose-built analytics solution for SugarCRM providing immediate insight into sales performance, without the need for complicated setup and integration. It comes with an extensive, out-of-the-box set of high-value metrics and analytics to track trends in sales velocity, conversion rates, pipeline generation, and much more.
• Automated analytics : Sugar Discover continuously tracks and analyzes your key sales metrics, automatically surfacing what is important now so you are always in the know when key metrics trend significantly above or below target or break from historical patterns.
• Root cause identification : Unlike general-purpose business intelligence tools, Sugar Discover provides an augmented analytics experience through Discovery Insights. This panel shows you related facts and patterns that are dynamically generated as you explore data, helping you quickly identify root causes and take action.
• Historical context without spreadsheets : Powered by a high-performance analytics engine that automatically tracks changes in opportunities over time, Sugar Discover makes it simple to visualize historical trends of performance metrics, compare current and past performance, perform cohort analysis and many other use cases that typically involve copying and pasting snapshots of data into spreadsheets.
• Analytics made easy : Sugar Discover empowers all users, regardless of technical skill level, to make data-driven decisions with the following features:
  • Intuitive drag-and-drop report design
  • Simple, yet powerful, filtering capabilities
  • Further exploration guided by Discovery Insights
  • Ability to create custom metrics with calculated fields

Last modified: 2021-07-16 18:13:02