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Reporting

Reporting Navigation has been updated 🎉

Mark avatar
Shared by Mark • August 04, 2023

We're excited to announce some significant improvements to our Reporting Navigation, streamlining the process of finding and managing your reports. Here are the key enhancements:

  • All Reports: We've unified all pre-built and custom reports into a single, comprehensive "All Reports" section for more straightforward navigation
  • My Reports: Now offering a filtered view of reports exclusively created by the logged-in user
  • My Favorites: This feature lets you save any pre-built or custom report as a favorite, allowing quick access from the favorites section in the side navigation
  • New Workspace Folders: We've made it easier for customers to quickly access the most popular pre-built support reports directly from the side navigation
  • Create New Report Quick Action: You can now access the "Create a new Custom report" button directly from the side navigation using the '+' symbol