📔May Release Notes

Fresh out the oven, check out what's new in Vitally

May 2024

Key Releases

Manual Goal Conditions in Goals+

Add manual conditions to one-off Goals or Goal Templates to capture unique information

All Goals+ users can now configure manual conditions in Goals Templates. Use manual conditions, including boolean (true/false) and number fields, to create bespoke Goals for your customers outside the constraints of your existing data. Watch this video to learn more ->

Start a 30-day free trial of Goals+ to embed Goals in Docs, report on Goal progress in Dashboards, and much more! If you’re an admin, head to your Vitally account > Settings > Account & Billing.

Quarterly Reporting Widgets

Set the Time Unit for out-of-the-box widgets to "Quarters"

You can now configure all out-of-the-box reporting widgets in your Vitally Dashboards to report on a quarterly time frame. When creating a new widget, choose Quarters as your Time Unit, then select the specific date range you'd like to see. Specify in which month your fiscal years starts in Settings > Account & Billing (Admins only).

Additional Releases

Goal Table Exports in Goals+

All Goals+ users can now generate report exports for Goal Table Views, which includes Goal Template Tables that contain metric progress columns.

Custom Objects Display Multiple Accounts

If a Custom Object is connected to multiple Accounts or Organizations, they will now show up in Table Views and Custom Object instance slide-outs to provide greater visibility into one-to-many relationships.