What’s New in April

Build your own report or start with a template

📊 Custom Report Builder (Beta)

Stop exporting data into Excel. Stop rebuilding the same report every quarter. Stop wrestling with PowerPoint.

The new Custom Report Builder lets you design fully bespoke reports in Unlimited.ai using a drag-and-drop interface to deliver a frictionless experience.

Here's what you can do:

• 🎨 Start from scratch or pick from four ready-made templates (Quarter over Quarter, Balance Sheet, Illiquid Holdings, Liquid Holdings)

• 🧩 Drag in components — pie charts, bar charts, performance tables, and more

• 📐 Arrange your way — split sections in half, choose orientation (Landscape or Portrait), and size (Letter or Legal)

• 👀 Preview before you publish — see exactly how it will look before sharing

• 💾 Save as a template — build it once, run it forever

The output is polished, share-ready, and built for the people who need to see it — your principals, your board, your accountants.

Current user and want to try it? Head into Record → Reports to jump in.

Use the easy editor to quickly build custom reports

Under the Hood

Most of our April work happened where you can't see it. We made the platform faster, more reliable, and ready for what's coming in the next few releases.

Customers can log in to your platform today and experience the new features firsthand. As always, our team is here to help — reach out to David (ds@unlimited.ai) or Hunter (hh@unlimited.ai) for guided walkthroughs of every new capability.

Thank you for being part of the Unlimited.ai journey.