Function | Area | Status | New Features | Detail |
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Reports | Data | Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Calculated Field Result Type |
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| |
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Filters | Status |
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colour | YellowGreen |
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title | BRAND NEWAvailable |
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| | Expand |
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title | Cached Filter Value Options |
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| New options allow you to determine whether other report filters are applied when caching filter values, and for limiting the complexity of the queries used to load cached filter values. See Filter Formatting > Value List Selection for the relevant filter. |
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Charts | Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Trim Chart Dimensions |
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| Trim bar and column chart categories to only show top or bottom # rather than all. |
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Status |
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colour | YellowGreen |
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title | BRAND NEWAvailable |
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| | Expand |
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title | Multi Pie Chart Options |
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| New multi pie chart display options include the ability to sort labels and configure font label formatting. - Custom label formatting - Label sort (under Series Settings > Color) |
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| Expand |
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title | Logarithmic Scale Option |
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| A new logarithmic scale option for numeric axes, for all suitable chart types, allows better scaling from small to large numbers.
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Design | Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Edit Charts from Canvas |
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| Right click chart or the Transform icon in the chart’s top right corner to access this menu > Edit Chart. |
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| Expand |
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title | Automatic Canvas Text |
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| Add report name, report description, specific cell values, filter values and column aggregations as automatic text. See table below for more detail. |
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Dashboards | Navigation and Distribution | Status |
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colour | Green |
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title | Available |
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| | Expand |
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| Select the broadcast icon in the top right corner to set up a dashboard broadcast to selected users or email addresses. |
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| Expand |
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| View a dashboard in full screen mode (within the Recruit frame). To return to normal view, hit escape or click this icon ( Status |
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colour | Yellow |
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title | COming Soon |
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| ) |
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| Expand |
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title | Bookmark Filters and Distribute Bookmark |
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| Bookmark filter values for repeated and/or default use. Set as either: 1) Private to you, and if it is your default bookmark for this filter set 2) Visible to selected recipients, who they are (by user or analytics user group), and if it is their default bookmark. |
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Status |
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colour | YellowGreen |
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title | BRAND NEWAvailable |
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| | Expand |
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| Switch from Canvas/Chart to table view on the dashboard and back again. |
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| Expand |
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| Select which dashboard sub tabs to export via PDF, and navigate away from dashboard while the export runs in the background (with a foreground loading message). |
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Content Configuration | Status |
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colour | Green |
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title | Available |
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| | Expand |
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| |
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| Expand |
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title | Canvas-Specific Widgets |
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| |
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| Expand |
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title | Quick Chart Blueprints |
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| Use a blue print widget to create a quick chart for your dashboard. 1. Select a blueprint. 2. Select Create Simple Report to create your report on the dashboard. (Select Create Advanced Report to go to the full report editor. Your report will be automatically added to your dashboard when published.) 3. Select your source view (usually Custom view 1.0), then any required dimension(s) and/or series. 4. Add any required report filters to the chart properties. 5. To access the advanced edit option for your simple report/quick chart, right click the chart > Advanced Edit. |
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| Expand |
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title | Undo/Redo Dashboard Edits |
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| |
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| Expand |
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| Add the Associated Reports widget to a dashboard’s global content or subtab panels to provide links to additional reports. |
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| Expand |
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title | Show/Hide Report Name and Menu |
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| Show or hide the report name in the report properties panel.
Specify when the report menu will appear - inheriting the dashboard/subtab settings, always, on hover, or never. This gives access to report information, opening the report, or switching chart/table view. |
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| Expand |
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| Report branching allows the same report - including the canvas, multiple charts or report table - to be added to the dashboard more than once without running the SQL multiple times. |
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| Expand |
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| Go to selected report/widget settings > Action > Client Event to navigate to a specific sub tab, reset the dashboard or filters, jump to a report or go to an external link when clicking on that dashboard content. Image Removed |
| Filter Configurationreport or go to an external link when clicking on that dashboard content. Image Added |
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Filter Configuration | Status |
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colour | Yellow |
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title | brand new |
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| | Expand |
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title | Horizontal Filter Widget |
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| Image Added |
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Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Filters in Left Hand Side Navigation |
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| Enable Left Filters in the Dashboard Properties to add filters in the left hand menu. |
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| Expand |
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title | Filter Style and AutoRun |
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| Access various filter display settings in the Filter Properties panel. Enable Auto run filters to refresh the dashboard as soon as a filter value is selected or entered. |
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Other Functions | Broadcasts | | | Expand |
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title | Use Bookmarks for Broadcast Filters |
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| Image Added |
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Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Monthly Broadcast Options |
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| Specify if monthly broadcasts should go on a particular date of the month (eg 1st) or a specific day of a specific week (eg 1st Monday). |
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Status |
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colour | YellowGreen |
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title | BRAND NEWAvailable |
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| | Expand |
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title | Broadcast Subject with Filter Values |
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| Add filter values or filter details to a broadcast subject using the [filter:<filter title>] or [filterDetail:<filter title>] tags. Full details in table below. |
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Drill Throughs | Status |
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colour | Green |
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title | Available |
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| | Expand |
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| Hard-coded filters (ie cannot be changed via user prompt) can now be applied to child report filters in the drill through settings, in addition to field or (user prompt) filter values. |
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Exports | Status |
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colour | Green |
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title | Available |
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| | Expand |
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title | Format Column and Row Size |
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| Automatically adjust the width and height of columns and rows based on their content. |
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| Expand |
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| New options on PDF export of dashboards and reports include page size, page orientation ( Status |
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colour | Green |
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title | Available |
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| ), and saving settings as default for next time ( Status |
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colour | Yellow |
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title | Coming Soon |
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| ). |
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Status |
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colour | YellowGreen |
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title | BRAND NEWAvailable |
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| | Expand |
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| Icons used in conditional formatting can be exported as a scalable vector graphic to XLS and DOCX files. |
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| Expand |
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| Section summaries are now included in XLS exports. |
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Administration | Status |
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colour | Yellow |
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title | brand new |
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| | Expand |
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title | Background Execution |
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| Image Added |
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