Web Reports
We continue to enhance the web reports user experience by adding capabilities around linking,
drilling, and report parameters.
Add Web Reports Links on Dashboards
Release:
2023-03-11With this release, we enable you to add links to all web report types from
dashboards.
By linking web reports from dashboards, you can both analyze and forecast
your plans from a single location. The reports must be shared with you for view
access.
Live Reports in Announcements Retirement
Release:
2023-03-11We plan to retire the ability to include live reports as announcements in a
future update. We recommend that you use report links on dashboards instead.
Also, we
will now display a banner on the Announcements page informing that live reports will be
deprecated in an upcoming update. Users can continue to create static HTML and text files as
announcements.
Select Drill-Down Options for Matrix
Reports
Release: 2023-03-11With this release, we enable matrix report builders to
select the drilling options for reports. Report users can then drill down on the report
details using the options that produce valid results.
Dot Icon for Notes and Contra Accounts
Release:
2023-03-11We now display a new dot icon next to the contra account indicator when a
report row includes:
- A parent contra account with note: The dot icon indicates the presence of notes in child accounts.
- A parent contra account with child contra accounts: The dot icon indicates the presence of child contra accounts.