Updated Reports and Dashboards UI

Standard Reports & Dashboards

What's new:

Reports and Dashboards have a faster, more modern UI.

Users with access can open them from Menu > Tools > Reporting as usual.

• Options and results appear on one page. Results display below your report options. Select Run to view reports.

• Clearer error messages. Problems appear next to the field that needs fixing. You’ll also see messages when no data is found, when you lack access, or when a report takes too long.

• Refresh button on the report list.

What works the same:

• Your Reporting and Dashboards menu buttons and the reports your user type can run.

• Reports grouped by category, with Toggle All to expand or collapse them. Click Run or double-click a report to run it.

• The same report options and output formats. Reports with no options run immediately.

• HTML reports display on the page. Other files open in a new browser tab or download. Word and XML files download only.

• Dashboard reports: choose a dashboard, whose data to view (My data, Department or Company), and a preset date range or your own From and To dates.

Known limitations:

• The Recent Reports and Administer Reports options will be available in a future release.

• There’s no Page Setup option.

• A report set to open a custom page shows “This report cannot be run from this page.”

• Record pickers don’t pre-fill default values.

• Results expire after 60 minutes. If a report takes too long, refine your options and run it again.