# Release Notes

See the latest feature releases, product improvements and bug fixes.

## LATEST RELEASES

### Reporting
**June 25, 2026**  
**Forecasting & Reporting Integration**  
Bring P&L budget data directly from Forecasting into Reporting for use in management reports, budget comparisons, and future projections. With this new integration, the reporting and forecasting interplay and workflow becomes significantly simpler and more powerful.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**April 7, 2026**  
**AI-Powered Action Plans**  
AI-Powered Action Plans are now available in Spotlight Reporting, generating clear, context-aware recommendations directly from your Executive Summary. Turn insights into client-ready actions in seconds, all in one seamless workflow.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**April 1, 2026**  
**Fractional Ownership For Groups**  
You can now report by ownership percentage across organisations in a group. Fractional Ownership lets you define your exact ownership stake for each organisation so revenue, costs, and profit are reflected proportionally in your group reports.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**September 16, 2025**  
**Spotlight Certification**  
We've relaunched our free certification course with refreshed video content and updates that showcase our latest features. It's designed to help you use our software confidently, and increase the quality and content of your outputs.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**August 28, 2025**  
**New Integration: Karbon**  
Easily move between Karbon and Spotlight Reporting. Start in your Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon. Click ‘Learn more’ for instructions on setting up the integration.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**August 5, 2025**  
**AI Executive Summary Improvements**  
We’ve expanded AI Executive Summary highlights to cover Balance Sheet topics, and made AI recommendation extrapolations easier with Edit with AI — giving you more ways to boost advisory outcomes in Spotlight Reporting.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**May 19, 2025**  
**AI-Powered Executive Summaries Are Here**  
You can now use our new artificial intelligence (AI) options in the Executive Summary or Text Panels to automatically generate commentary on your report, or reformat existing commentary. Start building smarter reports today.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**March 15, 2025**  
**Faster, Smarter Report Generation**  
We’ve made backend upgrades to deliver reports faster and set the stage for future enhancements. With improvements to our AWS infrastructure, Account Groups, image handling, and page processing, your reporting experience is now quicker and more efficient than ever.  
[Read more](/content/release-note/release-notes-reporting#/index.html)

### Reporting
**January 29, 2025**  
**Improved Data Import Experience**  
We’ve redesigned the import process to be faster, simpler, and more intuitive, with a streamlined layout and clear guidance for every step.  
[Read more](/content/release-note/release-notes-reporting#/index.html)