New: Custom Dashboard Builder
In this release we've taken the next step in our dashboard journey introducing customisation. At this stage you can fully customise your own dashboards, using the default data sources we have provided. In the next phase we'll introduce custom data sources. For help with the new features check out the Dashboard Manager where you can create, group and organise your dashboards and then the Dashboard Builder where you can customise the layout and data visualisations. The product update webinar below is another great resource to help you get started.
New: Add a Dashboard to a Bundle
You can now add a Dashboard directly to your Report Bundles. This will generate the Dashboard at the time of running the bundle and include it as a page in the resulting document. See the Add a Dashboard to a Bundle help article for more details.
Improved: Handling Unsaved Changes
For menus associated with newer features such as 3rd Gen Account Trees and Metrics Configuration we detect when changes are made but not saved before navigating away. In this case you'll see a prompt to save or discard the unsaved changes. We've started rolling this out across all menus, so you'll notice this same prompt is now present on most menus. We will complete this task in the next update, so that all menus are covered by this same check.
Changed: Report Template Names
This is a small part of a much bigger project to improve the report builder experience and template searchability. We have new designs to be implemented later in the year and we're adding key words to the templates to aid with searchability. What you'll notice in this release though is that some of the reports have been separated out from the dropdowns in the template listing. Instead, these are now listed separately. Below is a listing of the report templates that have been affected and how they were previously listed vs how they are now listed.
Old Listing | New Listing |
Actual & Budget % of Sales🔻 |
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With Last Year Actuals | Actual, Budget & Last Year % of Sales |
Actual vs Budget🔻 |
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With Next Month & Annual Budget | Actual vs Budget, Next Month & Annual Budget |
Actual vs Budget and Last Year🔻 |
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With % Variance | Actual vs Budget and Last Year % Variance |
With Full Last Year Actuals | Actual vs Budget with Full Last Year Actuals |
% Variance vs Last Year & Budget | Actual with % Variance vs Last Year & Budget |
Balance Sheet vs 2 Prior Periods🔻 |
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And Budget | Balance Sheet vs 2 Prior Periods and Budget |
Balance Sheet vs Prior Period |
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And Budget | Balance Sheet vs Prior Period and Budget |
Budget Analysis with % variance🔻 |
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With Full Financial Year Budget | Budget Analysis with Full Financial Year Budget |
With Full Calendar Year Budget | Budget Analysis with Full Calendar Year Budget |
With Full Financial Year Variance | Budget Analysis with Full Financial Year Variance |
With Full Calendar Year Variance | Budget Analysis with Full Calendar Year Variance |
Budget vs Last Year Actual🔻 |
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vs Last Year Budget | Budget vs Last Year Budget |
Budget vs Last Year Actual (12 Months)🔻 |
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vs Last Year Budget | Budget vs Last Year Budget (12 Months) |
& LY Actual & LY Budget | Budget vs LY Actual & LY Budget |
Cashflow Statement (Direct)🔻 |
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With Variance vs Last Year | Cashflow Statement (Direct) Last Year Variance |
With Last Year | Cashflow Statement (Direct) with Last Year |
Cashflow Statement (Indirect)🔻 |
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With Variance vs Last Year | Cashflow Statement (Indirect) Last Year Variance |
With Last Year | Cashflow Statement (Indirect) with Last Year |
P&L vs 2 Prior Periods🔻 |
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And Budget | P&L vs 2 Prior Periods and Budget |
P&L vs Last Year Actual/Forecast (12 Months)🔻 |
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vs Last Year Budget (12 Months) | P&L vs Last Year Budget (12 Months) |
P&L vs Prior Period🔻 |
|
And Budget | P&L vs Prior Period and Budget |
P&L with Variance vs Last Year🔻 |
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With Last Year | P&L with Last Year |
Trial Balance🔻 |
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With Month & YTD | Trial Balance Month & YTD |
Unspent Budget🔻 |
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With Current & YTD Variance | Unspent with Current & YTD Variance |