All Announcements

Create Your Own Custom Reports 📊

New Feature

No more applying the same filters again and again.

You can now create Custom Reports by saving your frequently used filtered views!

Just apply your filters once > click Create Report > add a report name > access the same report anytime from the dropdown:

customr12

Key Updates:

✅ Save filtered report views as custom reports

✅ Keep dates as fixed or dynamic

✅ Access saved reports from the report dropdown

✅ Edit existing reports or save modified views as new reports

With Dynamic Dates, reports update automatically based on periods like Last Month, Last 30 Days, This Quarter, etc.

This is very useful for regularly tracking reports for follow-ups, reviews, or decision-making.

Learn More>

14