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Roveel’s March Update: PDF Report Emails, CSV Uploads & Faster Reporting Tools

March Update

March Update | 2026

📩 New Feature:
PDF Report Emails

We’re excited to introduce a powerful new update to Roveel reporting, making it easier than ever to finalise, distribute and share your reports.

1. Updated Report Menu

We’ve refreshed the report bar UI to give you a smoother editing experience. The new layout makes it quicker and more intuitive to adjust your report before sharing.

Updated Report Bar Controls

2. Send Reports as PDFs via Email

You can now add email recipients directly within the report bar and send your report as a polished PDF, no downloads or manual attachments needed.

 

CSV Uploads: Easily Upload Any Data to Roveel

Managing your data in Roveel just got even easier. Our new CSV upload feature lets you import budgets, targets, KPIs, and more, directly into Roveel, giving you full control over your reporting.

Simply place your CSV files into a dedicated folder within your connector, and the data will automatically populate your dashboards. No more waiting for manual uploads or relying solely on systems like Sage or Xero.

 

Take control of your data, save time, and keep your dashboards up to date, whenever you need.

From £75 a month

Easily add your budget CSV files directly into Roveel (3)

📊 March Spotlight on PDF Reports

Sage 200: Improved Sales Order Summary✨

Managing sales orders in Sage 200 just got easier with a refreshed Sales Order Summary designed for clarity, speed, and better decision-making.

Trustpilot: Rated “Excellent” by Customers

 

We’re proud that Roveel has earned an Excellent Trustpilot rating, with an average score of 4.5 from our customers who use and recommend our platform.

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