We’re making it easier for you with improved dashboards and custom reports. Now, the system remembers your chosen date ranges and filters. So, whether you refresh the page or come back later, everything stays just the way you left it.
What’s New:
- Your selected date range automatically stays saved.
- Widget dropdowns now remember your choices.
- Selections remain unchanged until you decide to update them.
- AI Summary aligns with the chosen pipeline, not just the first one.
- If a filter is removed, the system selects the next available option.
- Duplicated dashboards keep your date and filter settings.
- Added comparison date range at the dashboard level.
Custom Reports Updates
- Custom reports hold onto your dropdown selections.
- Email snapshots reflect the report settings at the time of sending.
- Introduced comparison date range at the report builder level.
Why It Matters:
No more redoing your filters each time. Your dashboards and reports remain consistent, making it easier to track and compare your data over time.
How It Works:
Select your settings once, and they stick until you change them. Your shared reports are frozen in time, unaffected by later changes.