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Oct'23 - Improvements

Basiq Dashboard :heart-decoration:


We are thrilled to announce a series of substantial improvements to the Dashboard Reports feature, aiming to enhance user interactions and optimise the overall user experience.

Print and Export Reports to PDF :page-facing-up:

You can now easily print or export reports to PDF directly from the Basiq Dashboard. Simply click on the Print button on the top right to print. Please refer to below image.

Average Monthly Credits/Debits :money-with-wings:

We've added a new feature on the Summary page that displays average monthly credits and debits, providing you with more insightful financial data.

Customisable Request Consent Actions: :e-mail:

On the Request Consent page, partners can now specify custom action methods such as "connect", "manage", "extend," and "update".

Improved Permission Sets: :mag:

We've revamped the grouping of permission sets for Events and Webhooks, ensuring a more organised and intuitive experience when managing permissions.

Enhanced Phone Number Validation: :iphone:

Our phone number validation system has been updated to support new formats, making it easier to input and verify phone numbers accurately.

Updated Favicon: :earth-africa:

We've given the Basiq Dashboard a fresh look with an updated favicon.

Transaction Sorting: :tada:

Transactions on the Dashboard are now ordered correctly, providing a more seamless and logical viewing experience.

New Metrics ME042 and ME043: :new:

Two new metrics, ME042 and ME043, have been added for income.

Basiq Connect Enhancement: :iphone:

The Basiq Connect feature, along with the associated NPM package, now supports the same action parameters as ConsentUI, aligning the functionalities and providing a more seamless experience for users.

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Basiq Dashboard - Request Consent - Manage Links.