Octo’s Latest Touch-Ups
We’ve been working hard to make Octo smarter and easier to use.
This release brings improvements to Insight Reports and Fees Allocation, including new report templates, enhanced widget customization, a more intuitive report creation experience, and a streamlined table for allocating fees. These updates are designed to give you greater control, clearer insights, and faster setup.
Check out what’s new below! 👇
🆕 Insight Reports: Smarter, Clearer, and More Flexible
We’ve been working hard to make Insight Reports more intuitive for every type of user. This release brings new report templates, improved widget customization, and a more streamlined creation experience — all designed to give you greater control and visibility over your data.
What’s New?
Quick Transition for Existing Fixed Report
We’ve added a banner message at the top of older fixed reports to remind users to transition to the new report format.
Clicking “Create Report” now takes you directly to the new report creation flow — faster, simpler, and more intuitive.
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New and Improved Report Templates
All report templates now start with the “All Account” cost group as their default data source.
Each template includes a unique set of preconfigured widgets, visible right in Preview Mode, so you can quickly see how your report will look and feel.
Templates are designed to match different analysis needs — pick one that fits your workflow.
“Build it from scratch” gives you a blank canvas with no default widgets, offering maximum flexibility to customize your layout and content from the ground up.
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Introducing Report Types: Fixed & Flexible
We now support two distinct report types: Fixed and Flexible.
Fixed Reports
All widgets share a single, unified time period — Monthly, Quarterly, or Yearly.
The period is selected when you create the report and cannot be changed later.
Flexible Reports
Each widget can have its own adjustable time range.
Time periods can be changed anytime through widget settings — perfect for dynamic and personalized reporting.
Clearer Report Access & Details
We’ve separated Report Details and Report Access & Permissions into distinct sections. While the underlying logic remains the same, this new layout makes setup simpler and more organized.
Dashboard Widget Preview Enhancements
We've improved the widget preview behavior within dashboards to align with report types and user personas.
Persona-Based Defaults
Each persona automatically loads a unique set of default widgets to match specific reporting needs.
Fixed Reports
The selected reporting period (Monthly, Quarterly, or Yearly) is now clearly shown in the report header during preview.
The selected time period is fixed and cannot be changed after the report is created.
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Flexible Reports
Widgets default to Month-to-Date, and each one’s period can be edited independently.
No overall period is shown in the header — because you’re in control.
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More Freedom in Layout Customization
In Preview Mode, you can now drag and rearrange widgets to refine your dashboard layout before publishing. It’s smoother, faster, and feels more natural.
Configure Widgets Right in Preview Mode
No need to jump between screens! You can now tweak your widget configurations directly within Preview Mode.
What’s Improved?
Open settings via the kebab menu (⋮) on any widget.
Adjust real-time options under Options and Display tabs.
Data type and visualization type stay locked for consistency, but all other settings are fully customizable.
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New Customization Options
We’ve made it easier than ever to fine-tune your reports:
Edit report settings – Modify overall report configurations anytime.
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Add widgets and sections – Expand your report with new widgets visualizations as needed.
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Adding & Configuring Widgets
Widgets are now context-aware — configuration options automatically adjust based on your selected filters and data type.
Example:
For a Cost of Specific Tag widget:
Tag Keys filter based on your selected Vendor.
Tag Values adjust dynamically based on your chosen Tag Key.
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Report Type–Specific Widget Options
Fixed Reports:
Granularity settings are available for 'charts' and 'multicostgroup' widget types only
Period settings are unavailable, as the reporting period is predetermined and cannot be modified
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Flexible Reports:
Granularity and period settings are available for 'charts' and 'multicostgroup' widget types, while 'tables' and 'treemap' widgets include period settings only.
Period can be customized based on your preferences
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With these updates…
Insight Reports are now more flexible, more customizable, and easier to use — whether you’re refining dashboards, exploring data trends, or building reports from scratch.
We can’t wait for you to try them out and see how much smoother reporting can be.
🆕 Fees Allocation Made Easier
We've heard your feedback and made improvements to the Cost Allocation feature to make it more intuitive and easier to use. This update focuses on enhancing the Fees Allocation process.
What's New?
New Table for Fees Allocation: You’ll now see a table of applicable charges, which you can filter by type (e.g., fee, refund, tax) to quickly find and select the charges you want to allocate.
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These changes are designed to help you set up fee allocations with greater ease and confidence. The core functionality, including allocator naming and preview settings, remains the same.
🛠️Minor Bug Fixes and Other Enhancements
We have also made some minor bug fixes and improvements to other existing features.