Naviloq Release Notes 2026

This page serves as the home for Naviloq’s major release notes, giving you clear visibility into how Naviloq evolves over time and how new features create real business value for you. They help you stay informed, adopt new capabilities with confidence, and understand how each release fits into our long‑term product vision.

We typically deliver 2–3 major releases per year, each introducing new features and functionality designed to improve analysis, reporting, and decision‑making. For every major release, we’ll publish a detailed release note here highlighting what’s new and why it matters.

If you’re interested in earlier release notes, please don’t hesitate to reach out, we’re happy to share them directly.

Naviloq Version 9, Released 09/2026

Naviloq Version 9 introduces a significant advancement in AI-powered analytics. It expands the AI Controller with Drilldown with AI, enabling users to move beyond identifying trends and anomalies to understanding the drivers behind them. 

This release also introduces improvements to dashboard filtering and reporting experiences, and strengthens AI usage management and platform reliability. 

In addition to new capabilities, Version 9 includes numerous enhancements across dashboards, data pipelines, administration, security, and usability to further improve the experience for finance, reporting, and planning users. 

Naviloq AI Controller - Drilldown with AI

Version 9 expands the AI Controller from single-visualization analysis into guided root-cause analysis through Drilldown with AI. This capability helps users understand not only what changed, but also the potential drivers behind those changes. It represents the next step in Naviloq's vision of AI-first analytics and automation. 

Key Capabilities

AI-Powered Root Cause Analysis 

Users can initiate AI-driven investigations directly from selected data points in dashboards and reports: 

  • Analyze variances, trends, and anomalies through AI-assisted drilldowns 

  • Explore relevant dimensions and members affecting performance 

  • Gain deeper understanding of contributing factors behind changes 

  • Reduce manual effort required for investigative analysis 

Flexible Analysis Configuration 

Users can tailor how AI performs the analysis: 

  • Support for multiple ways of root cause analysis 

  • Ability to review and rerun analyses with modified settings 

Evidence-Based Insights 

Every analysis provides transparency into why conclusions were generated: 

  • Highlighting of relevant drivers and drilldown paths 

  • Visibility into the analytical process behind generated conclusions 

Enhanced User Experience 

Improved navigation and responsiveness for AI analysis views. 

Designed for Modern Finance Teams

Drilldown with AI helps finance professionals move faster from identifying a problem to understanding its causes, enabling more informed business decisions and significantly reducing time spent performing manual investigations. 

Dashboard Include / Exclude Filters 

Dashboard filtering has been significantly enhanced with Include and Exclude selected members capability.  

Key Capabilities 

  • Toggle filters between Include and Exclude behavior in the filter member list view 

  • Consistent functionality across dashboards and linked views 

  • Support for exports and embedded 

This enhancement provides greater analytical flexibility and simplifies common reporting scenarios.  

Manual Execution of Scheduled Exports 

Users can now manually run scheduled exports when needed without waiting for the next scheduled execution: 

  • Faster delivery of ad-hoc reports 

  • Improved flexibility for business users 

  • No impact on the original export schedule  

Reporting & Visualization Enhancements

Several enhancements have been made to improve reporting flexibility and usability: 

  • Option to set Calculated members to be displayed as normal instead of default bold 

  • Total members can be highlighted using bold formatting or background colors 

  • Dataset panel now includes more information about the origin of the measures 

  • Improved handling of long measure names in Design Visualizations 

  • Better categorization visibility in visualization libraries 

Dashboards & Collaboration 

  • Improved visibility of active dashboard filters when publishing a dashboard  

  • Better filter selection experience 

Data Pipeline Reliability 

Version 9 introduces substantial improvements to pipeline monitoring and execution: 

  • Refactored pipeline status handling 

  • Improved synchronization of pipeline, step, and task states 

  • New Skipped status support 

  • Enhanced operational monitoring 

  • Improved troubleshooting and visibility 

  • More consistent handling of cancelled executions 

Security, Maintenance & Monitoring 

This release includes ongoing investments in platform security and maintainability: 

  • Updated cryptography implementation 

  • Security-related infrastructure updates 

  • Improved monitoring and error handling 

  • Better management of operational alerts 

  • Dependency and maintenance updates 

  • Strengthened overall platform stability 

In addition, Naviloq Version 9 includes numerous UI improvements, performance optimizations, stability enhancements, and bug fixes.

Naviloq Version 8, Released 04/2026

Naviloq Version 8 introduces a major step forward in analytics with the launch of the Naviloq AI Controller. This new capability brings AI‑driven financial analysis directly into the platform, automatically turning dashboard data and KPIs into clear insights for business users.

In addition to AI‑powered analysis, this release includes improvements to drilldown functionality, dataset time filtering, usability enhancements, and several stability fixes.

Naviloq AI Controller

The Naviloq AI Controller is an AI‑powered financial analysis and reporting assistant embedded within the Naviloq platform. It analyzes visualizations, financial metrics, and operational data to transform complex dashboards into clear, actionable insights.

Instead of manually reviewing multiple visualizations and preparing commentary, users can generate automated explanations of trends, anomalies, and performance drivers directly from their visualizations.

Key features of Naviloq’s AI controller

AI-powered visualisation analysis

  • Generate AI analysis directly from dashboard visualizations

  • Translate visualizations and KPIs into clear plain-language explanations

  • Quickly understand the meaning behind complex financial data

Performance insights

  • Detect trends, anomalies, and opportunities in financial and operational data

  • Provide faster visibility into performance changes across the business

Narrative business analysis

  • AI generates structured explanations linking KPIs, drivers, and outcomes

  • Helps stakeholders understand what is happening and why it matters

Analysis sharing and collaboration

  • AI analysis can be shared within Naviloq chat groups

  • Teams can collaborate around generated insights

Designed for Modern Finance Teams

The AI Controller helps:

  • Finance teams automate financial analysis and reporting commentary

  • CFOs and controllers gain faster visibility into performance drivers

  • Management teams receive clear, data-driven insights for decision making

The feature represents the first step toward a broader AI-driven analytics experience in Naviloq.

Coming in future releases

  • Executive-ready performance summaries

  • Scheduled automated analyses

  • AI-generated presentation materials

  • Conversational finance assistant for natural-language questions

Note: Use of the AI Controller is subject to our Acceptable Use Policy. Please review the policy to ensure responsible and compliant use of AI-powered features.

New Features in Naviloq Version 8

AI Controller

  • AI analysis generation for dashboard visualizations

  • AI analysis history per visualization

  • Ability to share AI analyses through Naviloq chat groups

  • User feedback system for AI responses

  • Visualisation snapshots included in AI analysis

Enhanced Linked Drilldowns

  • New linked drilldown reporting capability where users can attach multiple visualizations as drilldown visualizations

  • Ability to attach multiple analyses as drilldown visualizations

  • Drilldown navigation via bottom panel view

  • Improved drilldown management

Dataset Time Restriction Enhancements

  • Expanded dataset time restriction options to support more advanced reporting scenarios

  • Introduced new time. restriction options enabling more flexible reporting through calculated measures

Improvements

  • Improvements to cascading filter behaviour

  • Dependency updates and stricter version management for improved security

  • Infrastructure and configuration improvements to support platform stability

  • Improvements to API documentation and monitoring capabilities

In addition, Naviloq version 8 includes numerous UI improvements, performance optimisations, stability enhancements, and bug fixes.

Naviloq Version 7, Released 02/2026

A Step Toward Naviloq’s AI Controller

All the enhancements included in this release build toward a larger vision: Naviloq’s AI Controller, which will be introduced later this year. Naviloq’s embedded AI Controller will act as a tireless analyst scanning dashboards, surfacing trends, anomalies, and opportunities.

The features in Version 7 lay important groundwork by improving usability, analytical depth, automation, and executive‑level reporting, which are all key capabilities that will power the next generation of intelligent, AI‑assisted financial and operational control in Naviloq.

Below, you’ll find the full release note of Naviloq Version 7.

PowerPoint Export Built for Executive Reporting 

Creating management and board reports just became dramatically easier. 

Dashboards and visualizations can now be exported directly to PowerPoint, removing the need for manual slide building and screenshot juggling. Scheduled exports ensure your slide decks are automatically prepared and distributed to recipients on time. 

Best practice tip: 
For optimal results, we recommend designing purpose-built dashboards for PPT exports. Naviloq’s dashboard page designer now includes a PowerPoint preview mode, making it easy to see which elements fit perfectly onto slides. 

A true game changer for executive-level reporting.

Improved Fonts & Readability

Visual clarity matters especially in management meetings. 

Version 7 introduces enhanced font styles, sizing options, and contrast, making data labels easier to read for everyone, from the front row to the very back of the room.

Global settings can also be changed in order to set default font settings (General Settings → Visualization Settings → Font Settings).

Linked Drilldown Paths For Real Root Cause Analysis

Content creators can now configure custom drilldown paths that guide users through meaningful analysis flows with no limitations on data models. 

Example: 

·       Start from a Profit & Loss view 

·       Detect a deviation 

·       Drill directly into operational data to uncover the root cause 

And this is just the beginning, future releases will allow:

·       Multiple drilldown destinations paths per visualization 

·       Users will be able to store their own personalized analysis paths, beyond what content creators have defined

This opens the door to truly personalized, dynamic analytics. 

This is how the Drilldown Visualization can be attached: 

 

Save Your Analyses as Visualizations

Created a killer personal analysis that others should see? 

You can now convert your personal analysis directly into a visualization and add it to dashboards. No need to rebuild it from scratch. 

Calendar Date Range Filtering

Naviloq now supports a visual calendar-based date range filter, allowing users to select reporting periods in a more intuitive way. 

Importantly, this is fully configurable, you can choose whether to use the traditional filtering approach or the new date range picker, depending on preference and use case.

Copy & Move Dashboard Pages

A long-awaited‑ productivity boost. You can now copy or move dashboard pages between dashboards, making it easy to: 

·       Reuse existing dashboards with small modifications 

·       Create tailored versions for different user groups or access rights 

·       Build PowerPoint optimized dashboard pages without starting from scratch 

Cascading Filter Values

Cascading Filter Values enhance the dashboard filtering experience in Naviloq by ensuring that filter selections dynamically update related filter options based on the underlying data.

Improved Upgrade Recommendations

We have improved in-app subscription notifications and users will receive more informative messages when attempting to access features outside their current subscription, helping them easily understand upgrade options.

Query Cancellation

Background queries are now automatically cancelled when the user navigates away, ensuring better resources handling and performance of the overall system.

Enhanced Notification System

Pagination, filtering, and improved search for notifications, including support for viewing older and read notifications.

Chart Data Label Design Schemes

Users can now choose how they want their chart data label design/scheme for visualizations from three options. Default (Current), Light and Dark. 

In addition, Naviloq version 7 includes numerous UI improvements, performance optimizations, stability enhancements, and bug fixes.