ADI Authorization Improvement

Release Date: July 15, 2020

To ensure that you are able to utilize Shape's ADI as seamlessly as possible, we made an upgrade to our Report launching process. ADI users must have an email tied to a Google account. Therefore, when you click on an ADI report  to launch it, Shape asks you to sign in with your Google-connected email (step 1). 

You'll then be given the option to Create Report or Preview Template. Create Report takes you to our help documentation with a full walkthrough to generate the report. Selecting Preview Template will take you directly to the template to view the demo report.

Step 1: 

Step 2: 

 

New Currency - Mexican Peso

Release Date: July 20, 2020

Mex$

Shape now supports the Mexican Peso. Budgets, reports, and emails may now display this currency.