Changelog
Follow up on the latest improvements and updates.
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AI-suggested names and descriptions are now generated when saving new workbooks and dashboards in Insights, and those descriptions are indexed in search. This makes your analyses more discoverable based on what they contain, while also allowing you to add descriptions to existing content.
All FLYR Dashboard Templates now include descriptions as well, helping clarify what each template supports and making them searchable alongside your own content.
What's New
- AI-suggested names and descriptions for new content— when you save a new workbook or dashboard, Insights suggests a name and description based on what you built; accept it, edit it, or overwrite it entirely
- New: description field for all documents— every workbook and dashboard now has a description field you can add or edit at any time from the file menu
- Descriptions are indexed in search— search can surface a document based on what's in its description, even if the term doesn't appear in the title
- FLYR Dashboard Templates now include descriptions— all templates have been updated to clarify purpose, analysis supported, and when to use them
- Applies to your existing documents— open any workbook or dashboard, add a description, and it becomes searchable immediately
- Descriptions also appear in My Activity— making it easier to identify the right analysis at a glance
Coming soon:
AI-suggested names and descriptions for existing documents. We’re working on extending AI suggestions beyond net new content so you can generate recommendations for dashboards and workbooks you’ve already created.How to Get Started
To add a description to an existing document:
- Open the document in Insights
- Go to Edit > Rename
- Add your description and save
When saving a new workbook or dashboard:
- Insights will generate an AI-suggested name and description
- You can accept the suggestion, edit it, or replace it entirely before saving
📖 For tips on writing descriptions that work well in search, read our help desk article: Using Enhanced Search in Insights
Questions?
Reach out to our Advisory team via the ?
icon in the lower-left corner of the platform.Finding your recent work in Insights just got easier. The
My Activity
page now defaults to Combined view
— a document-level summary that replaces the raw action log with something you can actually navigate.
What's New
- Combined view is now the default— activity is grouped by document (workbook, dashboard, or chat session) rather than individual actions like "Chart type changed" or "Topic specified"
- AI Chat sessions now appear in My Activity— a new addition; your recent chat conversations are now tracked and accessible alongside workbooks and dashboards
- Each item shows its name, description, folder location, and last access time, so you can identify what you're looking for without opening it
- Activity is grouped by recency— Today, Yesterday, This week, Older — instead of a flat chronological log
- Visual activity barsgive a quick read on how much work went into each session; hover to see exact change counts or message totals
- Classic view is still availablevia the toggle in the top right if you prefer the action-level log
Questions?
Reach out to our Advisory team via the ?
icon in the lower-left corner of the platform.improved
Restrictions
🔎︎ Strategic Restrictions - Filter by Rate Plan
Finding the right restrictions just got a lot faster!
You can now filter restrictions by individual rate plan directly from the Strategic Restrictions page. The selector shows buckets as top-level groupings with their rate plans nested beneath, making it easy to drill down to exactly what you need.
💡 What's New
- Filter by rate plan- select one or more rate plans to instantly see all restrictions that apply to them, whether set at the bucket level or directly on the rate plan.
- Multi-select with OR logic- select multiple rate plans and results will include restrictions applicable to any of them.
Questions or feedback? We'd love to hear from you! Click Help at the bottom of your left-hand navigation menu to reach us via chat 💬
improved
Restrictions
✏️ Restrictions - Smarter Level Switching When Editing
Editing restrictions just got smoother!
You can now you switch between Bucket and Rate Plan levels while editing an existing restriction! The selector is now pre-filled based on your previous selection, so you're not starting from scratch.
💡 What's New
- Bucket → Rate Plan - switching to rate plan level will automatically select all rate plans within the bucket(s) you had chosen.
- Rate Plan → Bucket - switching to bucket level will automatically select all buckets that contain the rate plan(s) you had chosen.
Helpful footer messages let you know when switching levels will remove existing restrictions on the previously selected items, no surprises.
Questions or feedback? We’d love to hear from you! Click Help at the bottom of your left-hand navigation menu to reach us via chat 💬
new
improved
Restrictions
🚀 Level up your restrictions strategy with custom buckets!
We are thrilled to introduce Custom Rate Bucketing, designed to make your restriction management more seamless and intuitive than ever.
Custom Bucketing gives your team an efficient, streamlined way to manually manage restrictions, while letting our recommendation engine continue to optimize individual rate plans for maximum yield. Enjoy clear, at-a-glance visibility into your property's restriction status and a smarter way to yield your business!
😍 Why You'll Love This
- Fully customizable:Create and arrange buckets according to your specific yielding workflows. Whether your strategy is driven by channel (like grouping all OTAs together), cancellation policy (Non-Refundable vs. Flexible), offer type (Packages vs. Discounts), you can build custom buckets that perfectly mirror how you think about your business
- Instant clarity:The all-new, bucket-level overview in Optimization bucket-level overview provides a clean, top-down summary so you can instantly gauge how restricted any day is without digging into the details (unless you want to!). With your restrictions now in the Quick View, side-by-side with your performance charts and market data, you can evaluate and apply restrictions and restriction recommendations more confidently than ever!
- Quick configuration: Use our one-click configuration to easily set up your custom bucket structure, then assign rate plans in bulk with drag and drop or copy and paste actions. Better yet, rate plan assignment can be seamlessly applied to any or all properties within your property group with a single action, scaling your successful strategies effortlessly
💡 What's New
- Custom Rate Buckets:You now have the flexibility to group your rate codes into a custom bucket structure based on your unique yielding strategy
- At-a-Glance Overview Tab:The Optimize calendar features an all-new bucket-level view that provides a visual breakdown of your bucket statuses across your property or inventories.
- Expanded Quick View:We've removed the hidden right-click action to view restrictions. Now, simply open the updated Quick View to see your active restrictions, system recommendations, and performance charts all side-by-side
- Inheritable Restrictions:Any new rate codes added to a bucket will automatically inherit that bucket's active restrictions
🔄 What's Changing
Simplified Configuration:
Segments and Buckets are now managed directly within the Rate Plans configuration screen- Bucket-level Classifications:You no longer need to assign restriction classifications (Yieldable, Base Rate Parity, or Non-Yieldable) to individual rate plans. This value is set once for each bucket and applies to all assigned rate plans
- Seamless Setup:Property groups already enabled for restrictions have been automatically migrated to the new bucket structure. All other property groups now have access to an easy, one-click configuration process in Settings.
📚 Please check out a few, key knowledge center articles to learn more!
- Discover new buckets functionality with a helpful overview here
- Brush up on how we apply our restrictions logic here
- Learn all about setup and configuration here
Questions or feedback? We'd love to hear from you! Click Help at the bottom of your left-hand navigation menu to reach us via chat
💬improved
Planning
🔍 Planning - Find Your Metrics Faster in Display Options
Finding and managing your columns just got a little easier!
We've made two small but handy improvements to the Display Options in Planning, so you can spend less time hunting and more time planning.
💡 What's New
- Collapsible sections- columns are now grouped into organized categories (Units, ADR, Occupancy, and Revenue) that can be collapsed or expanded. Focus only on the metric categories relevant to your workflow and collapse the rest for a cleaner, less overwhelming overview.
- Search bar- type any metric name to instantly filter the column list and find exactly what you're looking for. No more scrolling, spend less time configuring and more time on strategic planning.
Questions or feedback? We’d love to hear from you! Click Help at the bottom of your left-hand navigation menu to reach us via chat 💬
new
improved
Insights
Expanded Revenue Breakdown Now Available for Infor and Opera On-Prem (OXI)
We’re happy to share the final phase of our expanded revenue breakdown rollout.
Infor
and Opera On-Prem via OXI
are now enabled for expanded analysis of:- Accommodation Revenue
- Ancillary Revenue
- Cancellation Revenue
These revenue types can now be analyzed by the same dimensions already available across other PMS integrations:
- Inventory Name, Inventory Label, and Inventory Group
- Rate Plan Name
- Segment, Macro Segment, and PMS Segment
This brings Infor and Opera On-Prem fully into alignment with the rest of the PMS ecosystem supported in this project — enabling consistent revenue analysis across inventory, rate plans, and segmentation, regardless of PMS.
A Quick Reminder on Data Timing
This applies automatically to new and updated reservations. Historical data will continue to be resynced in the background to support full year-over-year and same-period analysis.
If you have any questions or would like help validating the new breakdowns, please reach out via the ? icon in the lower-left corner of the platform — our Advisory team is happy to help.
improved
Insights
🔎 Enhanced Search in Insights
Finding the right dashboard or workbook just got easier.
We’ve released the first step in improving search within Insights, making it simpler to narrow results intentionally and get to exactly what you’re looking for, faster.
What’s included in this update
You can now refine your search using structured filters directly in the search bar, including:
- Favorites
- Folder location
- Content type (e.g., workbook or dashboard)
- Creator
This helps you quickly focus your results instead of scrolling through broader matches.
→ To see a step-by-step guide with examples and best practices, read our help desk article: How to Use Enhanced Search in Insights.
This enhancement is now live, and it’s just the first step in making search and discoverability even stronger across the product.
new
improved
Insights
Duplicate conditional formatting
You can now
duplicate conditional formatting rules
on table visualizations in dashboards. Instead of manually recreating the same rule multiple times, copy an existing rule and simply update what it applies to.All colors, thresholds, formatting styles, and total behavior carry over automatically — you just adjust the reference column.
🎥 See it in action:
Watch the short Loom below for a quick walkthrough.As always, we’d love your feedback. If you have questions, click the ? in the lower-left corner to reach the Advisory team.
We've heard your feedback! Many of you requested better visibility into all your KPIs when forecasting and budgeting. We've enhanced the Planning view with a comprehensive totals footer that displays all your metrics in one convenient location.
💡What's New
- Available when you need it- the totals footer now appears whenever you are working with planning figures, across all screens and all granularities.
- Complete metric coverage- the footer now displays totals for all visible metrics, not just planned numbers. See totals for LY, Budget, AI forecast, OTB, STLY, and any other metrics you are tracking, all in one place.
- Consistent experience- whether you are forecasting at the monthly level or working in more granular views, your complete totals are always visible at the bottom of your columns.
😍 Why You'll Love This
This update streamlines your forecasting and budgeting workflow by:
- Complete context- while key metrics remain in the header, you now have totals for all your selected KPIs in the footer, no need to piece together data from multiple locations.
- Better decision-making- with full visibility into all metric totals, you can make more informed planning decisions.
- Work more efficiently- spend less time hunting for data and more time on strategic planning.
Questions or feedback? We’d love to hear from you! Click Help at the bottom of your left-hand navigation menu to reach us via chat 💬
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