CoreView Release Notes October 2026

[SHAREPOINT REPORTS] SharePoint Site card now available: SharePoint administrators can now open a dedicated Site card from any SharePoint sites reports in CoreView by selecting a site name.

The Site card automatically scopes its data to the selected site, bringing configuration, access, sharing, and storage information into one page. This solves the problem of manually cross-referencing separate reports during site-level investigations.

The Site card is organized into four areas: Overview; Access & roles; Item-level sharing & permissions; Storage & versioning.  

The Overview tab includes storage, external-sharing, and permission details, while the remaining tabs provide site-specific member, item, and activity information. 

[UX-UI] Global search improved: Global Search now supports flexible matching, special characters, and direct searches for Workflows and policies.

Resource-type filters can be applied before searching. Filtered searches query only the relevant data source, reducing unnecessary database calls and improving portal performance.

The redesigned results page makes it easier to filter and review matching resources. When a search returns a single user or group, additional resource details are shown without opening the resource card.

Frequently used actions for users and groups are now available directly from search results.

This enhancement was inspired by customer requests.

[SHAREPOINT ITEM-LEVEL] Site-level file version cleanup: A new Management Action deletes older file versions across one or more SharePoint Sites, while retaining the most recent specified number of versions for each file.

You can select the Sites to process and define how many versions to keep. This replaces the need to remove versions individually for each file.

The same cleanup capability is available as a Workflow step for scheduled or recurring automations. The step can be configured with the Site URL, Site ID, and number of versions to retain. 

[SHAREPOINT IMPORT] Item-level import progress: The item-level import now runs as one continuous process for all sites in scope, while still prioritizing the most critical sites first.

The import progress banner remains visible in item-level reports, dashboards, and policies until all sites have been imported. Its site count, item count, and estimated remaining time now reflect the full import and update throughout the process.

[WORKFLOWS] Date/Time input formatting for Actions: Workflow designers can now format Date/Time execution inputs before they are passed to email and Custom Actions.

In an Action configuration, select the three-dot menu next to a Date/Time input badge and choose “Transform”. The format is configured per input and determines how the date is passed to the Action.

If no Transform is configured, Date/Time values continue to be passed in ISO 8601 UTC format. Existing Workflows therefore retain their current behavior.

[CONFIGURATION RESILIENCE] Configuration Resilience now available: Configuration Resilience provides visibility into Microsoft 365 tenant configurations and their behavior over time, helping organizations detect unexpected changes and remediate them when needed.

Configuration Resilience continuously monitors tenant configurations and highlights signals that require attention via the Configuration Resilience Dashboard. The dashboard identifies unexpected changes, deployment requests awaiting review, and configuration differences from a selected baseline.

Administrators can act on signals directly from the dashboard by restoring configurations to a previous state, aligning the tenant with its selected baseline, or applying configuration values from another trusted environment, reducing recovery time after incorrect or malicious changes. 

[COREY] Automation explanations and Workflow execution: Corey can now explain the purpose and configuration of a specific Workflow, Custom Action, or Management Action directly in the chat.

For Workflows, operators can also request a detailed explanation of an individual step, including the action it performs. This allows operators to understand an automation’s effect before using it without opening its configuration.

After explaining a Workflow, Corey asks whether to run it. Operators can start or decline the Workflow directly from the conversation. 

[COREY] Export full report results from chat: Corey responses that include a report table now provide an "Export” card for downloading the complete result set.

The card appears below the table and shows the number of items included and the generated file type. Selecting the "Export” button creates the full report in the background and saves it as a file.

While processing, the button displays an “Exporting” status. If an export runs longer than 30 seconds, the card indicates that large files can take several minutes to generate.

The same card supports downloading the generated report again or retrying an export if it fails. 

[SHAREPOINT REPORTS] Report filters for Site Groups and Site Members reports: SharePoint Site Groups and Site Members reports now include the Report filter option to narrow report results to specific data.

Filters support more targeted investigation and reporting when working with SharePoint site group and membership data. 

This enhancement was inspired by a customer request. 

[SHAREPOINT REPORTS] “File archive status” column for item-level reports: SharePoint item-level reports now include a “File archive status” column that identifies files as Active, Archived, or Reactivating.

The column is available in reports such as SharePoint Item Level and Items with Unique Permissions. It helps administrators distinguish archived files from active files when reviewing SharePoint content.

Archived files are excluded from storage totals, SharePoint dashboards, and inactivity-based policies. Management Actions for archived files, including “Delete”, “Remove access”, and “Re-archive”, are unavailable. 

[ADD-ONS] Updates in add-ons nomenclature: CoreView add-ons now use updated names across the product:

• Scoped Access Control, formerly Delegation
• Extended M365 Logs, formerly Audit
• Hybrid Connector, formerly Hybrid
• Identity Resilience, formerly User Rewind
• SIEM Connector, formerly Data