Product Updates: What's new for August 2024

This summer we've been busy building the world's best reporting automation solution. New features include integrations with Domo, Tableau, and Hubspot, plus the ability to crop charts from your dashboards, filter dashboard data, and use the Google Drive file picker in Slideform. Read on for all the details and some quick videos too!

Domo Integration

Adding to our support for major BI dashboard tools, Slideform can now dynamically embed charts or tables from Domo directly into your slide deck. You can embed multiple cards, filter the data, and combine it with other data sources as well. For recurring weekly or monthly reports, you can generate a new presentation on a schedule.

Tableau Integration

We've improved our Tableau integration to enable all the capabilities we offer for other dashboards, including filtering, charts, and editable data tables.

HubSpot Integration

If you use HubSpot, you probably have at least one dashboard to track KPIs and performance metrics. Our newest integration allows you to easily export charts from HubSpot dashboards to Google Slides, PowerPoint, and other reports.

Crop and manage charts

When you pull a chart image from a dashboard, sometimes the margins are uneven, or you want to remove the title or legend. Slideform now enables you to crop the chart image to customize exactly what is shown in your presentation output. You can even import a screenshot of the entire dashboard page and crop the view to include multiple charts.

Project-level filters

Setting the filters on your dashboard before importing data can be a hassle. Now, Slideform includes project-level filters so you can set the date range, client name, or other parameters once for the entire project and have them automatically update whenever the output is run.

Authenticate your Google Drive

To easily browse your Google Drive and pull in a slide deck or data sheet, we now allow you to Authenticate with Google and open the Google Drive file picker in Slideform. Only the selected files will be accessible to Slideform systems.