> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supaboard.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# June 20, 2026

## Reports & Automations — Excel Exports, Smarter Scheduling

### Export to Excel

Alongside PDF and PowerPoint, you can now generate reports as formatted Excel workbooks — both from the manual "Generate Report" flow and as an automation step.

### Filters Now Carry Through to Exports

Dashboard filters are no longer left behind when you generate a report or ask a question about a dashboard. Whatever filters are applied (or explicitly selected) now flow into PDF, PowerPoint, and Excel exports, and into AI-powered dashboard Q\&A — so the output matches the data slice you actually meant to share.

### More Control Over Scheduled Reports

Scheduled dashboard reports now let you:

* Choose the output format: PDF, PowerPoint, Excel, or an AI-written summary
* Set the schedule (daily, weekly, monthly, or yearly) and time of day
* Specify recipient emails
* Override the AI prompt used to generate the report
* Apply dashboard filters to the scheduled export

### Fixed: Weekly/Monthly/Yearly Schedules Not Firing

Scheduled automations set to run weekly, monthly, or yearly could silently never trigger because the time-of-day setting wasn't being collected for anything but daily schedules. These now fire correctly at their configured time.

### Custom HTML Emails

The email step in automations can now send fully custom HTML content, instead of only the standard branded template — useful for tailored alerts and stakeholder updates.

### Clearer Action Names

A few automation actions were renamed for clarity: "Make Pdf" → **PDF from Dashboard**, "Make Ppt" → **PPT from Dashboard**, and "Zapier" → **Webhook**. Existing automations keep working as-is. Each action also now has its own distinct icon instead of a shared placeholder.

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## Dashboards

### Take a Snapshot

A new **Take a Snapshot** option in the Share menu lets you generate a quick, no-AI PDF export of a dashboard in one click.

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## Data Sources

### Fixed: Mongo Date Filters Returning No Results

Dashboards backed by MongoDB could silently return zero rows when filtering on a date field, due to a mismatch between how dates are stored and how filters were querying them. Date filters on Mongo-backed dashboards now return the correct matching records.

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