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v20260731 (Release)

ยท 3 min read

This release expands how Una connects โ€” both to AI tools and to source systems. MCP clients can now sign in with Google as well as Microsoft, and gain access to a wave of new tools covering help-docs search, reports, global variables, and variance analysis. On the integration side, a unified connection-management screen makes it easier to manage ERP connections, alongside deeper NetSuite support for FX rates and saved searches. Rounding out the release: Excel export support and a wide range of matrix, dashboard, and layout engine fixes.


New Features & Major Enhancements ๐Ÿš€โ€‹

MCP & AIโ€‹

  • Sign in with Google is now supported for MCP clients, alongside Microsoft โ€” pick either from the quick-copy connector panel, and Una will default to whichever identity provider you already use to sign into the Portal.
  • MCP tools expanded with several new capabilities: searching Una's help documentation, listing and reading reports, reading and setting global variables, running variance analysis, and validating a calc script before saving it.
  • Admin tools for managing users and security groups are now available through MCP as well, governed by the same permission model as everywhere else in Una.

Agentic ERP Connectorsโ€‹

  • Admins can now create and edit Agentic ERP Connectors โ€” including NetSuite and Campfire โ€” from one screen in Settings โ†’ ERP. Credentials are masked after saving, and deleting a connection still in use now warns you first instead of failing.
  • NetSuite integration now supports additional rate types, special account types, and cross-subsidiary transactions, with improved account-number handling, FX rates and pre-converted currency values, and data loads via NetSuite Saved Searches.

Layout Engineโ€‹

  • The Layout Engine now supports exporting to Excel, in addition to PDF.

Canvas & Matrixโ€‹

  • The Matrix widget editor can now be docked to the left, right, top, or bottom of the dashboard.
  • The Model Query Editor now has a Variables section for linking dimension members to filters by drag and drop.
  • Matrix and table interactions can now trigger workflows, calc scripts, or formulas through configurable triggers โ€” set to run before or after a save, and passing along context like the changed dimension members and value.
  • Pivot Tables now support adding and removing rows and columns, in addition to writing data back to the source.
  • The Settings icon has moved from the top navigation bar to the bottom of the left navigation menu.

Fixes & Improvements ๐Ÿ› ๏ธโ€‹

Layout Engineโ€‹

  • Fixed several PDF export issues

Matrixโ€‹

  • Fixed misaligned internal and external hyperlinks.
  • Dragging the fill handle now copies values into adjacent cells instead of clearing them.

Canvasesโ€‹

  • Canvases no longer error out when filters aren't set.
  • Advanced filters now populate their dropdown correctly when created.
  • {Global.CurrentPeriod} now works reliably as a default filter value.
  • Widget copy/paste now works reliably.
  • Filter URL parameters now match regardless of case.
  • Custom SQL filters now appear correctly when dimension roles are enabled.
  • Datatable filters now support selecting virtual members.

Tableโ€‹

  • Locked columns now correctly save their default value when a new row is added.
  • Submodel tables now support search on inline dimension fields.

Model Queryโ€‹

  • Empty rows and columns are now correctly suppressed.
  • Fixed a shared query issue where a Comments-style column would drop when the secondary range had no data.

Loginโ€‹

  • Fixed an endless error loop when a user's last remaining tenant is deleted or disabled.

Calculationsโ€‹

  • A calc script parameter can now resolve directly to its numeric value within an expression โ€” e.g., [New] = @value.

Explorerโ€‹

  • Fixed the description field showing the previous entry instead of the newly saved one.