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Bethan Lister

Can we add a historical data view for monthly reports?

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Pentreath Cold Chain: documents logo Pentreath Cold Chain: documents · Can we add a historical data view for monthly reports?

Wes requested a historical snapshot feature to enable month-on-month comparisons for monthly reports. Bethan confirmed the feature is on the roadmap for next quarter.

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What happened

What this says

Current to 11 Oct 26

Wes requested a historical snapshot feature to enable month-on-month comparisons for monthly reports. Bethan confirmed the feature is on the roadmap for next quarter.

Problem: Wes needed to look back at data on specific dates to build month-on-month comparisons, currently impossible with only live data. Handling: Bethan responded within a day, checked with the team, and confirmed a historical snapshot feature capturing daily state will ship next quarter. Watch: This signals forward planning and sustained engagement; the feature may drive higher adoption once available.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryfeature_request
Channelemail
First response (min)804
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  1. Wes Jago
    created · Wes Jago 14 Mar 2024 16:02
    We'd love a way to pull historical data for a monthly report view. Right now I can see current state but I need to be able to look back at what the data looked like on specific dates so I can build month-on-month comparisons. Is that something the brain can do?
  2. Bethan Lister
    public_reply · Bethan Lister 15 Mar 2024 05:26
    Thanks for the suggestion, Wes. I've picked this up. That's a great use case. The brain currently shows live data, but I can see why a time-slice view would be useful for your reports. Let me check with the team on what's possible and I'll be back to you within a couple of days. Thanks, Bethan
  3. Wes Jago
    public_reply · Wes Jago 19 Mar 2024 09:07
    No rush, Bethan. Whenever you've got an answer. We're building the reporting process now so if it's coming, I can plan for it.
  4. Bethan Lister
    public_reply · Bethan Lister 19 Mar 2024 10:08
    Spoke to the team. We can add a historical snapshot feature that captures the state of your data at a set time each day. That should give you the month-on-month view you're after. It's on the roadmap for next quarter. Thanks, Bethan
  5. Wes Jago
    public_reply · Wes Jago 19 Mar 2024 16:01
    Perfect. That's exactly what we need. Thanks for checking on it so quickly.
  6. Bethan Lister
    status_change · Bethan Lister 19 Mar 2024 16:47
  7. status_change · 23 Mar 2024 23:59
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