Sugar Discover Archived Release Notes

Overview

This page describes the features enhancements and fixed issues for Sugar Discover. Case portal users can use the links in the Fixed Issues sections below for more details on fixed issues. Please refer to the Sugar Discover Release Notes page for the latest release.

2024 Release Notes

Sugar Discover 19.0 (September 30, 2024)

Feature Enhancements

Dashboard filters: Dashboard filters now persist when drilling into Discover dashlets.
Improved usability in drill link target reports: Users can now exit drill link target reports without a warning message. Additionally, saving drill link target reports will now require a "Save As".
Y-axis labels: Units now show in parentheses as part of the axis label so long values are not truncated in Discover reports.

Sugar Discover 18.1 (August 19, 2024)

Feature Enhancements

Loading visualizations: New loading visualizations have been added to provide a more modern look and feel.
Performance improvements: A general performance enhancement has been implemented for faster saving times.

Fixed Issues

95406: The Top 20 Committed Opportunities This Quarter Enhanced Forecasting report lacks the [Current Snapshot] = 1 filter, causing Likely values to be inaccurate.
93832: Ordinal-sorted fields are always sorted alphabetically and do not respect ascending or descending sorting selections.

Sugar Discover 18.0 (July 8, 2024)

Feature Enhancements

New Waterfall visualization: The Waterfall visualization type is now available to track how records that meet user-defined criteria enter, change within, and exit a timeframe (e.g., how a sales pipeline changes during the week).

Fixed Issues

95140: Columns do not expand to show the full field name in pivot tables.

Sugar Discover 17.2 (May 29, 2024)

Fixed Issues

94916: When Regular Sugar users (i.e., non-Administrator users) in SugarIdentity are updated, they are repeatedly reset to the default NoAccess role in Sugar Discover. Administrators must re-assign Discover roles to regular Sugar users.

Sugar Discover 17.1 (May 28, 2024)

Feature Enhancements

Report versioning: You can now save versions of a report to the Version History and open those previous versions, allowing you to track changes more closely when collaborating on the creation process with other users.
Drill-down into pivot table metrics: You can now add a drill link to a metric in a pivot table so you can dive into more details that comprise the metric.
Real-time sync with SugarIdentity: Changes to users in SugarIdentity are now synced in near real-time with Sugar Discover rather than every hour.
Improved error screen: When you encounter an error, you will see a message instead of a blank white screen that requires you to refresh your session.

Fixed Issues

94736: The currency symbol set in Admin > Locale in Sugar does not display on Sugar Discover reports.

Sugar Discover 17.0 (April 15, 2024)

Feature Enhancements

Filter metric aggregations: You can now filter string and date fields by an aggregated metric so you can, for example, show only accounts that have a sum of likely revenue that exceeds a certain amount.
Trend line on column or stacked column visualization: Understand trends in your data by adding a least squares linear regression trend line to a column or stacked column visualization.
Anchor date fields to a day: You can now anchor a relative date filter to a previous day of the week (e.g., last Friday) so that the report's period remains static for an entire week, allowing you to have a report that always shows the previous week.
Dynamic Y-axis minimum: To improve the readability of a Forecast Changes report, enable the Dynamic Y-Axis Minimum checkbox on the Formatting Panel to adjust the Y-axis minimum so that the Start and End columns occupy no more than ⅓ of the screen.
End report at current date with date slicer: When using a date slicer with the "Current and Previous" option you can now choose to include only the partial current fiscal week/month/quarter/year in your report so that the report period ends at the current date.
Define granularity for TOTAL function: Specify a field from your report in the TOTAL function to sum the number field over.
Refresh results clears the report cache: When clicking the Refresh button in the top right corner of the visualization, the cache is now cleared so you can see the latest data on your report more quickly.

Fixed Issues

94374: A funnel report displays an error when there are zero records in a higher funnel stage and a non-zero number of records in a lower funnel stage.

Sugar Discover 16.2 (March 18, 2024)

Feature Enhancements

Run-time filters for use with Sugar dashboard filters: Designate native Sugar fields as run-time filters so that you can control them with dashboard filters on a Home Sugar dashboard.

Sugar Discover 16.1 (January 29, 2024)

Feature Enhancements

User interface updates: This release makes minor changes to the user interface to align the style with Sugar.
Live Query notice closes automatically: When turning the Live Query off, the notice that appears at the top of the screen now disappears automatically and does not block interactions with the interface, allowing you to continue building reports uninterrupted.
Localized dropdown values on reports: Dropdown field values (e.g., Sales Stage values) on reports are now displayed in the language of your Sugar instance.

Past Release Notes

Click the links below to view details of feature enhancements and fixed issues from past releases.

Sugar Discover 2023 Release Notes

Sugar Discover 16.0 (December 18, 2023)

Feature Enhancements

Refresh results: Use the Refresh results button (refresh icon) near the Save button to refresh the results of the report.
User interface updates: This release makes minor changes to the user interface to align the style with Sugar.

Sugar Discover 15.1 (November 6, 2023)

Feature Enhancements

Filter by report type and dataset: In the Library view, you can now filter by report type and dataset to narrow your report search.
Inactive Sugar users set to NoAccess: When a user's Status field is set to "Inactive" in SugarIdentity, their Sugar Discover Role field is set to "NoAccess" and they are hidden from the Admin screen.

Sugar Discover 15.0 (October 9, 2023)

Feature Enhancements

New snapshot created daily: Snapshots of your instance are created daily between 12:00 a.m. and 1:00 a.m. local time for your instance. Previously, a snapshot was recorded only if a change had been made in your instance.
Time slicers available: You can now add a slicer to allow end users to filter the timeframe included in a report.

Fixed Issues

93116: When a report has many slicers, the scrollbar cannot be clicked to scroll through the slicers.

Sugar Discover 14.2 (September 5, 2023)

Feature Enhancements

Live Query off by default: When creating a new report, the Live Query toggle is off by default and an Apply Changes button appears only when your report definition is in a valid state so that you do not see errors during initial report building.
Export large reports: You can now export more records when exporting a report to Excel.
Large reports prompt to export to Excel: Large reports (>50,000 records) now prompt you to export the data to Excel where you can view and interact with the data.

Sugar Discover 14.1 (July 31, 2023)

Feature Enhancements

Improved dashlet performance: Dashlets now load more quickly.

Sugar Discover 14.0 (July 10, 2023)

Feature Enhancements

Sidebar navigation: The Sugar Discover navigation bar is now on the left side of the screen to match the navigation of your Sugar instance, providing you with a more unified experience.
- Quick Create: Click the Quick Create tab to start creating a new report.
- Jump to open reports: Use the three-dots menu on the Discover tab to view open reports and select a report to view it.
Improved interface for missing fields on a report: When a field has been renamed or removed from a dataset, Discover now highlights the missing field so that you can easily find which field to replace.
Enhanced dashlet performance: Dashlets now load more quickly.

Sugar Discover 13.2 (May 15, 2023)

Sugar Discover 13.2 has been deployed as of May 15, 2023, and provides back-end improvements.

Sugar Discover 13.1 (May 1, 2023)

Feature Enhancements

Sugar Discover 13.1 has been deployed as of May 1, 2023, and addresses minor product and performance issues.

Sugar Discover 13.0 (April 17, 2023)

Feature Enhancements

Report tags: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), you can now add tags to Discover reports to help you organize your reports.

Fixed Issues

88617: It is possible to save a report with a name that has already been used.

Sugar Discover 12.2 (February 17, 2023)

Fixed Issues

91254: The slicer selector does not populate with values on mobile devices.

Sugar Discover 12.1 (February 6, 2023)

Fixed Issues

Sugar Discover 12.1 has been deployed as of February 6, 2023. This release of Sugar Discover addresses minor issues.

Sugar Discover 12.0 (January 23, 2023)

Feature Enhancements

New icons: The Sugar Discover UI now contains a few more modernized icons throughout the application.
Improved labels on bar charts: Bar chart label formatting has been updated to improve visibility and readability.
Week In Quarter filter for time fields: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), you can now use the Week In Quarter filter for a time field to filter records based on a specific week within the quarter.
Boolean filter dialog: There is now a filter dialog specifically for filtering Boolean values.

Sugar Discover 2022 Release Notes

Sugar Discover 11.0 (October 24, 2022)

Feature Enhancements

In Week filter for time fields: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), you can now use the In Week filter for a time field to filter records based on a specific week of the year.

Sugar Discover 10.1 (August 8, 2022)

Feature Enhancements

Sugar Discover 10.1 has been deployed as of August 8, 2022, and addresses minor product and performance issues.

Sugar Discover 10.0 (July 25, 2022)

Feature Enhancements

Dark mode in Discover tenant: In addition to the Discover dashlets appearing in dark mode, the Discover tenant now supports dark mode and is controlled by the Appearance dropdown in your Sugar Profile.
Dashlet improvements: This release makes minor changes to the user interface to improve Discover dashlet look and feel.
TODAY function now accepts date argument: The TODAY function now accepts an optional string for a date so that you can specify a date literal.
Updated ReadOnly Discover role: The ReadOnly Discover role now hides the areas of the full Discover tenant to which the user does not have access in order to simplify the user's experience.

Sugar Discover 9.1 (May 13, 2022)

Feature Enhancements

Dashlet improvements: This release makes minor changes to the user interface to improve spacing around charts, tooltip visibility, and legend issues.

Fixed Issues

88887: Sugar Discover dashlets do not support dark mode, which was introduced in Sugar 11.2.0.

Sugar Discover 9.0 (May 2, 2022)

Feature Enhancements

Improved dashlet performance: Dashlets now load more quickly.
New color palette for charts: The Sugar Discover charts have been updated with new default colors to match the colors in core Sugar.
Dashlet Slicer button displayed only when needed: Now the Slicer button on the dashlet shows only when there are available slicers to apply.
Launch Report button hidden for dashlet-only users: Instead of showing users that only have access to the Discover dashlet an error message after clicking the Launch Report button, the Launch Report button is now hidden for users that do not have access to the full Discover tenant.
Drill linking disabled for dashlet-only users: Instead of showing users that only have access to the Discover dashlet an error message when attempting to drill into a dashlet, drill linking is disabled for users that do not have access to the full Discover tenant.
Lag function: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), a new LAG function is available, which calculates the value of a given field N days before the current date.
Last day function: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), a new LAST_DAY function is available, which returns the value of the metric on the last snapshot date in the data set.
Forecast Changes visualization type: For users with access to the full Discover tenant (i.e., purchased Discover before December 2021), a new Forecast Changes visualization is available, which illustrates how your forecast has changed over time by using a series of color-coded bars, making it easy to understand what factors are may be influencing your forecast.
Improved usability for slicers on calculated fields: Slicers on calculated fields now apply to a query even if the calculated field is configured on a single report instead of an entire dataset.

Fixed Issues

89504: Sugar dashlets do not display in Firefox or Safari browsers when using Discover 9.0 with Sugar 11.3 or lower due to changes in the Content Security Policy. To view the dashlets, you can:
- Upgrade to Sugar 12.0 or higher,
- Request that an admin add the following line to "Trusted Domains ('default-src')" in Admin > Content Security Policy Settings:
  wss://*.sugarapps.com wss://*.sugarapps.com.au wss://*.sugarapps.eu
89410: When a query times out, the Retry Query button causes the user to be stuck in a loop and unable to edit the report to fix the issue.

Sugar Discover 2021 Release Notes

Sugar Discover 8.0 (February 4, 2021)

Feature Enhancements

Report rendering improvements: This release contains general performance improvements in report rendering in the full client and within Sugar dashboards.
Discover dashlet package deprecated: The Discover dashlet package has been fully deprecated and you no longer need a module loadable package to use Discover dashlets in Sugar.

Fixed Issues

88885: When a Discover admin changes the Custom Number Format Prefix field in Data Set > Field Settings, the y-axis labels are not updated to show the new prefix.
88886: When a Sugar admin changes the system's Currency Symbol in Admin > Locale, the new symbol is not reflected on the y-axis labels of a Sugar Discover chart.

Sugar Discover 7.1 (November 4, 2021)

Feature Enhancements

Report rendering improvements: This release includes improvements to report rendering in the web browser.

Fixed Issues

87863: When drill linking on a date, the date on the target report is used instead of applying the date based on the machine's timezone.

Sugar Discover 7.0 (October 15, 2021)

Feature Enhancements

TOTAL function: A new TOTAL function is available, which provides the grand total of the values in a specified number field in a report.
New Sugar Discover branding and icons: The Sugar Discover UI has been updated to reflect the SugarCRM brand with an updated Sugar Discover logo and modernized icons throughout the application.
Funnel chart improvements: The funnel chart is now easier to use with more descriptive tooltips and the ability to hide stages from the visualization.
Discover reports in Record View dashlet: You can now add Sugar Discover reports in record view dashlets.
Custom formatting for numeric field types: When creating a calculated field, content creators can now create a custom number format to control the prefix, suffix, currency symbol, thousands separator, how negative values appear, and the number of decimal places.

Sugar Discover 6.0 (July 16, 2021)

Feature Enhancements

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.

Sugar Discover 5.1 (April 30, 2021)

Fixed Issues

Sugar Discover 5.1 has been deployed as of April 30, 2021. This release of Sugar Discover addresses minor issues.

Sugar Discover 5.0 (April 9, 2021)

Feature Enhancements

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.

Sugar Discover 4.0 (January 13, 2021)

Feature Enhancements

Sugar Discover 4.0 has been deployed as of January 13, 2021.

The Sugar Discover Dashlet package 4.0 has been deployed as of January 13, 2021, and contains the following feature:

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.

Sugar Discover 2020 Release Notes

October 27, 2020

Feature Enhancements

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 3.0 has been deployed as of October 27, 2020, and contains the following feature:

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

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 3.0 has been deployed as of October 27, 2020, and contains the following fixed issue:

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

October 12, 2020

Feature Enhancements

Sugar Discover

Sugar Discover 3.0 has been deployed as of October 12, 2020, and contains the following feature:

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

Fixed Issues

Sugar Discover

Sugar Discover 3.0 has been deployed as of October 12, 2020, and contains the following fixed issues:

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

August 21, 2020

Feature Enhancements

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 2.1 has been deployed as of August 21, 2020, and contains the following feature:

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

Sugar Discover

Sugar Discover 2.1 has been deployed as of August 21, 2020, and contains the following fixed issue:

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

July 13, 2020

Feature Enhancements

Sugar Discover

Sugar Discover has been deployed as of July 13, 2020, and contains the following features:

Centralized administration with SugarIdentity: Discover leverages SugarIdentity to provide central administration of users and single-sign-on with other Sugar products.

Sugar Discover Dashlet Package

Sugar Discover Dashlet package 2.0 has been deployed as of July 13, 2020, and contains the following features:

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

Sugar Discover

Sugar Discover has been deployed as of July 13, 2020, and contains the following fixed issue:

Sugar Discover may not work in the Microsoft Edge browser.

Sugar Discover Dashlet Package

Sugar Discover Dashlet package 2.0 has been deployed as of July 13, 2020, and contains the following fixed issue:

Sugar Discover may not work in the Microsoft Edge browser.

June 10, 2020

Feature Enhancements

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 1.2 has been deployed as of June 10, 2020, and contains the following feature:

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

Sugar Discover

Sugar Discover has been deployed as of June 10, 2020, and contains the following fixed issue:

Drill linking incorrectly shifts date values based on time zone.

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 1.2 has been deployed as of June 10, 2020, and contains the following fixed issues:

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

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 1.1 has been deployed as of April 24, 2020, and contains the following feature:

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

Sugar Discover

Sugar Discover has been deployed as of April 24, 2020, and contains the following fixed issues:

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.

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 1.1 has been deployed as of April 24, 2020, and contains the following fixed issue:

Discover dashlet titles cannot be changed.

April 1, 2020

Feature Enhancements

Sugar Discover

Sugar Discover has been deployed as of April 1, 2020, and contains the following features:

Discover reports embedded in SugarCRM dashboards: Discover Reports can be embedded into SugarCRM dashboards using the Discover Dashlet module loadable package.

Sugar Discover Dashlet Package

The Sugar Discover Dashlet package 1.0 has been deployed as of April 1, 2020, and contains the following feature:

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.

Sugar Discover 2019 Release Notes

October 18, 2019

Feature Enhancements

Sugar Discover

Sugar Discover has been deployed as of October 18, 2019, and contains the following features:

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:
- Ability to create custom metrics with calculated fields