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Seeyon Report News

How Report has evolved, focused on what each milestone means for teams using the product.

Updates 31
Updated on 2026-05-03

Queued File Processing and Guided Setup Chat

We added queued file processing and an analyze setup agent chat.

Queued processing helps users keep working even when files need time to prepare. Instead of blocking the experience, Report can manage the process more gracefully and make the workflow feel smoother.

The setup agent chat is another step toward guided analysis. It helps users prepare the right context before diving into results. From a product lead's perspective, this is exactly where Report should go: less friction at the start, more confidence in the analysis that follows.

A More Focused Workspace with Sidebar Navigation

We replaced the top navigation with an app sidebar and moved chat tools into workspace panels.

This creates a more focused layout for analysis. Users can keep navigation available while giving the main workspace more room for conversations, data, and artifacts.

We also refined artifact cards, chat messages, mobile layouts, and saved outputs. These improvements help Report feel more like a professional workspace where generated insights, files, and follow-up actions are easier to manage together.

A Guided Wizard for REST Datasources

We added a datasource creation wizard and improved REST datasource management.

Connecting external systems can be intimidating, especially for users who are not deeply technical. The wizard gives a more guided path, helping teams provide connection details, infer metadata, and manage credentials with less guesswork.

This milestone is about reducing setup friction. When connecting data becomes easier, users can spend more time asking business questions and less time figuring out how to prepare the system.

A Clearer Data Management Dashboard

We improved the data management dashboard with cleaner cards, recent items, better icons, and a more responsive layout.

Data management is often where users decide whether a product feels organized or overwhelming. This update makes it easier to see what is available, what was used recently, and where to go next.

The work also refined how files and snapshots are presented. Our goal is to help users understand their data landscape quickly, then move into analysis without unnecessary navigation.

A Smarter Start for New Analysis

We redesigned the new chat and quick analysis experience with AI suggestions, better context selection, and stronger responsive design.

Users can now begin analysis with more guidance. The product can suggest useful starting points and help choose relevant context, which reduces the pressure of writing the perfect first prompt.

We also improved mobile usability, bilingual support, template browsing, and account creation controls. This was a broad polish milestone aimed at making Report feel easier and safer for more users in more situations.

Safer Datasources and CLI Chat Access

We hardened datasource access and added a non-streaming chat endpoint for command-line use.

Datasource safety is essential because users trust Report with business information. This update strengthened access behavior so data connections are handled more carefully.

The CLI chat endpoint helps teams use Report outside the browser. It supports automation, scripting, and agent workflows where a simple request and response are easier to manage than an interactive web session.

From Copilot to Pods and Skills

We shifted from the earlier Copilot model toward pods and managed skills.

Pods give advanced users a more structured way to run agent-assisted work. Skills help define what those agents can do, making assistance more purposeful and easier to manage.

This update also separated quick analysis from workspace flows, cleaned up layouts, and refined the Quest visual identity. The product direction became clearer: simple paths for everyday analysis, and powerful agent workspaces for teams that need deeper automation.

Standard and Quest Editions

We introduced build plan feature flags to support Standard and Quest editions.

This lets us present the right product experience for different customer needs. Some teams want a focused analysis tool. Others need advanced capabilities such as pods, skills, and expanded data workflows.

From a product leadership perspective, editions help keep the experience clear. Users should only see what is relevant to them, while organizations can choose the capability level that matches their goals.

Opening Report Through API Keys, SDK, and CLI

We made Report easier to integrate by adding API key support, expanding the SDK, and introducing a complete command-line interface.

For business users, this may not appear as a daily interface change, but it matters a lot for adoption. Teams can connect Report to existing workflows, automate common tasks, and manage files or datasources without clicking through the web app.

This update helps Report serve both end users and technical operators. A product becomes more valuable when it fits into how organizations already work.

Introducing Project-Based Workflows

We added project-oriented capabilities and began integrating project agents.

Projects help users organize work around goals rather than isolated files or chats. A team might have one project for monthly operations, another for customer analysis, and another for financial planning.

Project agents point toward a more guided future. Instead of starting every analysis from a blank prompt, users can work inside a context that understands the project, the available information, and the kind of outcome they want.

Making Spreadsheet Conversion More Dependable

We improved spreadsheet-to-database conversion with better date handling, data type support, retry behavior, and pause or resume controls.

For users, this means fewer dead ends when preparing spreadsheet data for deeper analysis. Messy files, date formats, and partial failures are common in real business work, so the product needs to handle them gracefully.

This milestone reflects a product principle we care about: users should not have to perfectly prepare every file before Report can help. The system should support recovery and guide people forward.

More Helpful Chat Suggestions

We improved chat with suggestions, clearer reasoning display, and better handling of long conversations.

Suggestions help users keep moving when they are unsure what to ask next. This is especially valuable during analysis, where the best next question often appears only after seeing the first answer.

We also refined how reasoning content is shown, so users can better understand what the assistant is doing without being overwhelmed. The goal is a chat experience that feels guided, transparent, and practical.

SQLite Support and the First AI Copilot Experience

We added SQLite datasource support and introduced AI Copilot functionality across key areas of the product.

SQLite support gives users another practical way to work with local or lightweight databases. It is especially useful for teams that need portable data workflows or want to analyze files without a larger database setup.

The Copilot work began our push toward more proactive help inside data, templates, and artifacts. Instead of leaving users alone on each page, Report started offering assistance closer to where work happens.

Smoother Profiles and More Consistent AI Workflows

This update improved profile preferences, password management, chat creation options, and the way our AI workflows run.

For users, profile improvements make the product feel more personal and easier to manage. Language, interests, and account actions became clearer and more localized.

Behind the scenes, we also made AI execution more consistent. That helps different parts of the product behave in a similar way, which is important as Report grows from individual features into a complete analysis platform.

More Spreadsheet Power Inside Report

We expanded spreadsheet formula support with more logical, mathematical, text, lookup, and conditional functions.

Many teams still rely on spreadsheets as the daily language of business data. By supporting more familiar formula behavior, Report becomes easier to adopt and better aligned with existing work habits.

This milestone helps bridge spreadsheet comfort with AI-assisted analysis. Users can bring more of their existing thinking into Report instead of changing how they organize information overnight.

Asking Better Questions of Business Data

We introduced an OLAP query interface with AI-powered SQL generation, datasource-aware chat, and personalized suggestions.

The user benefit is simple: people can explore structured business data with less manual effort. They can connect the conversation to relevant data sources and receive suggestions that better match their interests.

This update moves Report closer to a business analyst partner. It does not only answer a single prompt. It helps users frame better questions, inspect results, and continue toward the next useful insight.

Attachments and Smarter Template Discovery

We added support for file attachments, improved template tagging, and introduced AI hints for data acquisition.

Attachments make conversations more practical because users can bring supporting material directly into the analysis flow. Template tags make it easier to find the right starting point without browsing a long, flat list.

The AI hints are especially useful for users who know what they need but are unsure how to prepare the data. This update helps Report become more helpful earlier in the journey, before analysis even begins.

Better Charts, Snapshots, and Workspace Flow

This update brought unified chart styling, better error handling, data snapshots, and a more organized chat workspace.

Users can expect charts to feel more consistent and easier to read. Snapshots help preserve useful data states so teams can revisit or share a specific view of information.

We also improved how workspace panels behave, making it easier to focus on the conversation, supporting materials, and generated outputs. The direction is clear: Report should feel like a guided analysis workspace, not a collection of disconnected tools.

Preparing for Faster Data Work

We made a significant move in the product's data foundation by preparing for faster and more flexible data handling.

Much of this work is behind the scenes, but users benefit through better performance, cleaner data access, and a product that is ready for larger analytical workflows.

As project lead, I view this kind of change as necessary product infrastructure. It lets future features feel faster and more reliable without asking users to think about the systems underneath.

Template Importing and Product Version Clarity

We added template importing and improved version visibility across the product.

Template importing makes it easier for teams to share best practices, reuse proven analysis flows, and move useful work between environments. Instead of rebuilding templates manually, teams can bring them in more directly.

Version visibility helps administrators understand what is running and makes support conversations easier. Together, these changes improve daily operations and give teams more confidence when managing Report across environments.

More Reliable Template Creation

This milestone focused on making template creation more dependable and easier to understand when something goes wrong.

We improved validation, removed unnecessary restrictions, refined dialogs, and cleaned up confusing behavior around configuration and service errors.

For end users, the result is a smoother path when creating reusable analysis patterns. For administrators, it reduces support questions because errors are clearer and the product behaves more predictably. Reliability is a feature, especially when teams depend on templates for repeated business work.

A More Useful Chat Experience

We improved the chat experience with recent conversations, clearer insight handling, and a more comfortable writing area.

For users, chat is becoming the natural front door for analysis. Instead of navigating many controls, they can ask questions, continue previous work, and refine their thinking over time.

This update also included wording and interface improvements that make responses easier to understand. Our goal is not just to provide answers, but to make analytical conversations feel productive and easy to resume.

Easier Onboarding with Sample Data

We added mock data import support to help teams evaluate and demonstrate Report more easily.

New users often want to understand a product before connecting real business systems. Sample data gives them a safe way to explore dashboards, templates, insights, and reports without waiting for production setup.

From a product leadership view, this lowers the first-use barrier. It helps customers see value faster and gives internal teams a better way to train, test, and present the product.

Clearer Admin Controls and Language Options

This update improved administration, licensing visibility, deletion controls, and language switching.

For teams, that means clearer ownership. Admin users received stronger controls over templates and data actions, while general users saw a cleaner experience with better language support.

We also refined error messages and small interface details. These changes are not always headline features, but they are the difference between a tool that works in demos and a tool that works every day for real organizations.

Making Report Feel Like Your Product

We introduced a broader customization and theming system so Report could better match different organizations and deployment needs.

Users may notice this as branding, colors, titles, and visual polish. Administrators and product teams benefit because the application can feel more aligned with their own environment.

This work was important because business software should not feel disconnected from the company using it. A familiar look lowers friction, builds trust, and helps teams adopt new tools more comfortably.

Introducing Templates for Repeatable Analysis

Templates became a central part of the product in this update.

The idea is simple: many teams repeat similar analysis patterns. Templates help capture those patterns so users do not have to start from scratch every time.

We also added better metadata and structure around files, which helps Report understand what users are working with. From the project lead perspective, this milestone marked a shift from one-off analysis toward repeatable, guided workflows that can scale across teams.

Turning Data into Insights and Reports

This was one of our earliest product-defining milestones: AI insights, chart generation, and server-side report management began coming together.

Instead of only storing data, Report started helping users understand it. Users could generate insights, view charts, and build reports with a clearer workflow around the analysis process.

We also improved the generation experience, including better progress handling and cancellation. That may sound small, but it makes a big difference when people are exploring data and need to stay in control.

A Better Start for Secure Data Work

We improved sign-in security and added file upload support so users could begin working with their own data more naturally.

The product now supports stronger password handling and better authenticated workflows. At the same time, file upload became a first-class part of the experience, making it easier to bring source material into Report.

This matters because analysis should start from the user's real information. By making uploads and access safer, we moved closer to a workflow where users can confidently ask questions, generate insights, and manage files in one place.

Making Access Safer and Simpler

This update introduced the first major step toward user accounts and secure access.

For end users, the value is straightforward: people can sign in, work under their own identity, and start seeing an experience that belongs to them rather than a shared anonymous workspace.

As project lead, I see authentication as more than a login page. It is the base for personal work history, team permissions, secure data handling, and future collaboration features. This milestone made those next steps possible.

Building the Foundation for Report

We began Report with a simple goal: help teams turn their data into clear, useful answers without forcing every user to become a technical expert.

This first milestone focused on the foundation. We prepared the application structure, deployment flow, and core configuration so future work could move quickly and reliably.

From a product perspective, this was about setting the stage. A strong foundation means we can keep improving the experience while giving customers a product that is easier to deploy, maintain, and trust.

Starting the Report Journey

Report began as a client-specific project and an early attempt to bring AI into enterprise data analysis in a practical, accountable way.

The goal was not to chase novelty. It was to help business teams ask better questions, work with their own data more naturally, and turn analysis into decisions without adding unnecessary technical friction.

We are starting this blog to track that journey: what we build, what we learn from real deployments, and how the product evolves as AI becomes part of everyday enterprise analytics work.