New Custom Legacy Reporting View

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Exciting updates are happening with Custom Reporting! The upcoming new look of custom reports brings improved reliability and expanded data options. These updates will eventually extend to all Existing Legacy Reports, ensuring a seamless and enhanced reporting experience.

Now, let's delve into a comparison between the previous view and the new view of Custom Reports.

In this article:
Current View
New View
Important Considerations

Current View

In the current view, your report would load within the panel located on the right side of the page, accompanied by filters positioned above the report data.

Screenshot 2023-07-18 at 2.31.21 PM.png


New View

In the new view, the report will load in full-screen mode upon selection from your list of Custom Reports. This optimized display provides a spacious and immersive environment for analyzing your data.

Screenshot 2023-07-18 at 2.32.37 PM.png

Important Considerations

  1. Filters will be conveniently accessible on the left side of the reporting tool, allowing you to refine and customize your data according to specific criteria.
  2. The report will prominently display its title and a concise description, providing a clear overview of its purpose and scope.
  3. The body of your report, intelligently filtered based on the criteria selected in section A, will present the relevant data in a structured and organized manner.
  4. To download your data, simply click on the 'Actions' option and choose the appropriate download function. This feature enables you to securely export and save the report data for further analysis or sharing.                                                                                                                                 Screenshot 2023-07-18 at 2.41.29 PM.png
  5. If you wish to select a different report, locate the 'X' icon positioned at the top right corner of the report screen. Clicking on it will seamlessly navigate you back to the Legacy Reporting page, where you can explore and select alternative reports as needed.
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