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Feature Update - A New Way to Preview Templates!

This week, we're bringing you two new feature updates! Aimed at making your dashboard and report building workflow even easier, we've added template previews and an 'Add to Report' function on your dashboards!

Let's dig in and see how these feature updates work.

New Template Previews

We've added a new way to preview both dashboard and report templates. To do this, head over to the Templates section:

You can then either choose to build a report or dashboard template by clicking Create Template. Next, choose Start from a Template.

From there, you will be able to preview each template that you click on, as demonstrated in the GIF above. Once you've chosen the template that you want to base your report/dashboard around, you can rename and customize it to you and your clients' needs.

Report Section Preview

Similar to the Template Preview, you can now preview sections within the report editor. When you're editing your report, click + Add Section.

You will then be brought to a section template screen, where you can preview each of the sections before actually adding them to your report!

Add To Report From Your Dashboard

Another way to add widgets and data to your report quickly is to use our new Add To Report feature under the export menu!

This will allow you to speedily add relevant information to the report of your choosing.

Upcoming Features!

Keep an eye out for some other much-requested features coming out in the next few weeks - they'll be big ones!

Written by

Alex Girardi

Alex is in product marketing, pushing the great work from the engineering team out into the world. When he's not marketing, he's probably rock climbing or researching the latest eCommerce trends!

Read more posts by Alex Girardi ›

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