24-May-2018 | Updates to Report Actions

We've been rolling out a lot of changes to reports these last two weeks! Today, we're excited to share more: better saving options, more customization, and a littler easier navigation. 

 

Save email and subject when updating report template

Users can now save the email and subject when creating a report template. You now have the option to save on step 4 of the builder. 

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Toggle on/off "Created By" field in Reports


We've had requests for the ability to exclude the "created by" field - So we did it! Users can now choose to hide this field from the sent report. When the user hides the section it becomes grayed out in the builder and will be excluded from the preview and sent report.


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Improved Navigation

Remember this?

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Its now this...

 
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Clicking the report name will allow the user to view the report instantly. The additional actions to recreate and resend are now accessed via the 3 dot icon at the end of the table row.

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