Important Note: Some features in these Release Notes may not be included in your current TapClicks package or may not be available right away. Don’t worry—these features will be included in an upcoming update and ready for you soon! If you have any questions, please get in touch with your CSM directly or email support@tapclicks.com.
Table of Contents
TapClicks Platform
Audit Logs Now Available for Data Profiles
Audit Logs have been expanded to the Data Profiles page, giving Admins full visibility into what was changed, who made the change, and when it occurred. This update enhances platform transparency, simplifies troubleshooting, and makes it easier to monitor and track configuration changes across your instance.
Unified Color and Icon Picker
Selecting colors and icons in TapClicks is now faster and more consistent. The platform's separate color swatches, circular color picker, and icon picker modal have been consolidated into a single unified inline component. From one place, users can choose from default color swatches, enter a custom HEX or RGB value, and browse or search icons from an inline grid, all without switching between multiple modals or menus.
A real-time preview shows how the selected color will look when applied to the icon before saving, and a reset option restores both color and icon to their defaults at once. The component is context-aware, supporting color-only, icon-only, or combined selection depending on the workflow.
Smart Reporting
SmartSlides Slide-by-Slide Review and Editing
SmartSlides now gives users greater control before generating a final presentation. A new slide-by-slide review experience allows users to review, edit, reorder, and enhance individual AI-generated slides, including updating titles and content, reviewing data visualizations, inserting new slides, and providing slide-specific prompts, before committing to the final deck. This helps reduce rework and gives users more confidence in the final output.
Change Data Source or Data View After Saving a Widget
Dashboard widgets are now more flexible with the ability to change the data source or data view even after a widget has been created and saved. This makes it faster to adapt dashboards to evolving reporting needs, compare performance across platforms, or update widgets for new data sources, no need to rebuild them from scratch.
New Pivot Table Widget
Dashboards now support a new Pivot Table widget, giving users a more powerful way to analyze data directly within the platform. Summarize large datasets across rows and columns, uncover trends faster, and build more flexible client-facing reports, without exporting data to a spreadsheet.
Smart Layout Suggestions for Report Studio
Report Studio now includes Smart Layout Suggestions that automatically analyze the widgets on your page and recommend optimized layout arrangements in a single click. Users can quickly preview multiple layout options, instantly reorganize report pages for better visual storytelling, and easily revert changes using undo/redo controls.
Smart Formatting for Executive Summaries
Executive Summaries can now be transformed into a structured, polished layout with a single click using the new Apply Smart Formatting option. Existing summary content is reorganized with highlighted insights, key metrics, focus areas, and recommendations, while preserving your original message, tone, and data. Formatting is optional and uses your system theme colors.
Executive Summary Auto-Activates When Content Is Added
When you click Add to Executive Summary in the AI Agent, the Executive Summary section will now automatically enable on your dashboard if it was previously turned off. A toast notification confirms the action so you always know where your content went. This update resolves a previous issue where generated content would be saved but remain invisible.
Duplicate an Entire Dashboard Section
Users can now duplicate an entire dashboard section, including all widgets and manually recreating layouts. From the section options menu, select Duplicate Section to create a complete copy. During duplication, users can choose whether to include Executive Summaries and Widget Filters, providing flexibility for different reporting needs.
Drag and Drop Widgets Directly onto Dashboard Sections
Moving widgets between dashboard sections is now faster and more intuitive. Users can drag and drop widgets directly onto section tabs at the top of the dashboard, eliminating the need to open the Manage Layouts side panel. This reduces friction and improves efficiency when reorganizing dashboards with many sections or widgets.
Advanced Layout Controls in Report Studio
Report Studio design capabilities have been enhanced with more advanced layout controls, including 360-degree element rotation, expanded shape options, and smart alignment guides for precise placement. These improvements give users greater creative flexibility and make it easier to build polished, presentation-quality reports directly within the platform.
Custom SVG Icons for Pictorial Visualizations
Dashboard widgets now support custom SVG uploads for pictorial plot types, giving users greater flexibility to personalize dashboards with their own branded or unique icons. Instant preview, validation safeguards, and easy removal options make creating visually tailored dashboards faster and more intuitive.
Age Group Sorting for Demographic Visualizations
Widgets now support demographic-based sorting, enabling age groups to be displayed in their natural chronological order (18–24, 25–34, 35–44, etc.). Value-based sorting remains the default, with the new age group ordering available as an option for more meaningful demographic reporting.
Simplified Dashboard Section Renaming
Managing dashboard sections is now more intuitive. Users can rename sections with fewer clicks through a streamlined editing interaction, making dashboard organization faster and more efficient.
New Google Fonts Available in Report Studio
Report Studio now supports three new native font options — Inter Tight, Poppins, and Raleway — giving users greater flexibility to create polished, brand-aligned reports. These additions make it easier to maintain typography consistency across editor experiences, exports, and scheduled report deliveries.
Data Features
New Transformation Templates and Solutions in Transformation Hub
The Transformation Hub has been expanded with new ready-to-use templates across several modules, making it easier to apply structure and meaning to raw data without building from scratch. New recipes are now available for Data Classification — including Classify Campaign Names, Classify Creative Sizes, and Classify Device Types — as well as Budget Pacing and Budget Pacing Monthly under the Pacing module. Additional modules are in progress.
Instant On Connectors
Yahoo DSP - Updated Authentication
The Yahoo DSP connector has been updated to use a new authentication method. All clients will need to re-authenticate to ensure continued data access, the migration is straightforward and the process is very similar to the previous implementation. Please refer to the Yahoo DSP Migration Guide for details.
Basis DSP - New Fields and CTV Data Sets Added
Campaign budget fields have been added to the Basis DSP connector, making it easier to monitor spend pacing directly within your TapClicks reports. Additionally, new Connected TV (CTV) data sets Data View is now available, enabling end-to-end reporting on connected TV campaign performance.
MailChimp - New Data View Added
A new Click Report data view has been added to the MailChimp connector, providing click-level email performance reporting directly within TapClicks. Teams can now analyze individual link and click activity from their MailChimp campaigns alongside other channel data.
Reddit Ads - New Field Added
The Reach field is now available in the Reddit Ads connector, enabling reporting on unique audience exposure across Reddit campaigns. This addition gives teams a clearer picture of how many unique users their ads are reaching, making it easier to evaluate awareness and scale alongside other performance metrics.
adflo.ai
Task Form Values Now Saved to Comments Only on Completion
The Save Task Form Values to Comments feature has been updated to log values only when a task is marked as Completed. Previously, every save action would create a comment, leading to unnecessary clutter in comment threads. This update ensures that only the final, most relevant values are captured, keeping comments cleaner and more meaningful.