New Reporting Functionality (Grouping, etc)

Ramsay Zaki

At Engage 2020, it was announced that new reporting features would be released “by the end of October” which would allow us to better group the data. However, I haven’t seen this release yet. I did notice that Reports got a refresh today (the way you create them is slightly different) but the overall functionality is the same.

Any word as to when this new Reporting functionality will be released?

Amy Fore

My teammates and I can see/use the Group and Summarize function in one (just one) of our many reports. We cannot figure out why it is available in that report and not similar reports or when we create a new report.

We are patiently waiting for a response from our Customer Success Manager.

Amy Fore

My teammates and I can see/use the Group and Summarize function in one (just one) of our many reports. We cannot figure out why it is available in that report and not similar reports or when we create a new report.

We are patiently waiting for a response from our Customer Success Manager.

S_Karkhoff

Just noticed this as well, however without the Group and Summarize options. I'm a system admin, but didn't get any notification that this was changing. Did anyone else?

Ramsay Zaki

No. I didn't get a release note about this change to reporting like we usually do.

ScionoftheNight

Honestly very disappointed in this new release. No notification, dropped over the weekend, and now building new reports is near impossible due to the column names being cut off.

JLC

I do agree with @ScionoftheNight that the cutting off of column names is frustrating, as is having multiple scroll bar areas with no option to resize the window as I deem fit, making it more difficult to quickly see the full breadth of what I've set up. No note about this change in reporting either, and once again almost missed that anything had changed with the quick popup that I often accidentally click out of. I suppose this one is less able to be missed as it adds so many buttons to the view of the report! No Summary or Group button, though.