This topic provides details about the enhancements in Symphony 25.3.

• Self Service Report Chatbot

• Scheduled Reports - Tenants

• Excel Enhancements

• Embed Self Service Reports

• Self Service Report Improvements

• Drag and Drop Columns

• Export Data Parameters in Excel

• Metric Set Measure Text Formatting

• Maximize Charts in Dashboards

• Dynamic Preview Freezing

• Stored Procedures

• Power Users Overrides

• User Interface Flexibility

• Customize Label Color

• Data Connector Improvements

• Gateway Improvements

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Self Service Report Chatbot

This applies to: Visual Data Discovery

Users can now ask questions about their data directly within Self-Service Reports using AI chatbot.

Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.

Scheduled Reports - Tenants

This applies to: Visual Data Discovery

Users with appropriate permissions can specify a "Reply-To" and "Sender Display Name" for the emails generated for your scheduled reports and scheduled dashboard reports.

This flexibility allows you to direct replies to your selected recipient and include a user-friendly sender display name for ease of use by your end users. If not defined, this defaults to the system values.

Additionally, the Accounts API has been updated so you can retrieve and define all tenant configuration information, including SFTP file drop and STMP details.

See API Updates.

Excel Enhancements

This applies to: Managed Reports

Exporting a report to Excel now replicates the positioning and styling of its text content as seen in the browser and PDFs, including headers, value formatting, and various visual properties.

Embed Self Service Reports

This applies to: Visual Data Discovery

When you upgrade to this release of Symphony, you can offer self service report functionality to users of your embedded offerings in your environment.

Use the new class EmbeddedReport to embed and provide self service report functionality to your users.

You can optionally use the appropriate event listeners to create a more dynamic and responsive experience.

Self Service Report Improvements

This applies to: Visual Data Discovery

• You can now schedule self service reports to be sent as a one time report or on a schedule to internal and external users.

• Improvements to report generation allow you to adjust font size on your exported PDFs.

• The self service report microservice now operates independently with fail-safe mechanisms, eliminating dependencies on other microservices for autonomous processing.

• Expanded security and governance controls allow you to configure appropriate access for your users. Select the Permissions icon in the Reports Library to refine access for users on a per-user basis, or as groups, as you do in the Dashboard Library.

• Self service reports that include group headers can now include up to ten column headers in each group of a group-structured report.

• The default column count for simple and grouped reports you schedule to send in PDF format is 15, unless you specify otherwise.

Drag and Drop Columns

This applies to: Managed Dashboards, Managed Reports

Drag and drop items such as table columns in the Properties window to reorder them to any position rather than clicking to move them one position at a time.

Export Data Parameters in Excel

This applies to: Managed Dashboards

Parameter values can optionally be placed in their own sheet or tab when exporting dashboards to Excel.

Metric Set Measure Text Formatting

This applies to: Managed Dashboards, Managed Reports

Easily apply the same text formatting to multiple measures at once using the Apply To Other Measures option.

Maximize Charts in Dashboards

This applies to: Managed Dashboards

Visualizations in dashboards contained inside of another view such as another dashboard can now be maximized to fill their container using the right-click/context menu.

Dynamic Preview Freezing

This applies to: Managed Reports

You can enable a new configuration setting, Frozen By Default, to require users click to opt into updating data from the data source in visualizations after each change affecting the data when editing.

Stored Procedures

This applies to: Managed Dashboards, Managed Reports

Drag and drop a new stored procedure on top of an existing one in a data cube to re-wire/replace it.

Power Users Overrides

This applies to: Managed Dashboards, Managed Reports

Power users and developers can customize the parameter values for their own notification's recipients without needing to be an administrator.

User Interface Flexibility

This applies to: Visual Data Discovery

We have introduced a number of flexible improvements to the Visual Data Discovery interface. When you work in some pop-up modals, you can resize some common columns to see more of the information about the resources you are using. Use your cursor to grab a column header break to adjust as needed.

These pop-ups include Dashboard Alerts, Dashboard Sharing, and Permissions for Sources, Visuals, and Dashboards.

Customize Label Color

This applies to: Visual Data Discovery

Data Connector Improvements

This applies to: Managed Dashboards, Managed Reports

Methods for JSON serialization and deserialization are now available in data scripts such as script for Generic Web data connectors and data cube calculated elements.

Gateway Improvements

Improved error messages, connection information and options when using an on-premise gateway for data connectors.