Latest Report Engine Updates

We've launched a couple of requested updates to the Report Engine. Take a look!

1. Save or Save As 

Previously, our Report Engine always created a new version of your report when you clicked "Save." Now, you have the option to Save or Save As, just like in Excel. 

• Clicking "Save" will override your previous version with the latest changes of your report (just like in Excel or Word). 
  
  
• Clicking "Save As" will allow you to create a new report with your latest changes, which you can rename if desired.
  
  

Note - when editing shared or Best Practice reports that you do not own, clicking Save will create your own version of that report and not impact the original owner's report. 

 

2. Report Sharing Links

Reports have been shareable via links for a while now, but we've made the links more user-friendly. When you select a saved report, click the Share icon, and choose to share - now you will see the direct link to your report.

Click the copy icon to copy the link to your clipboard.