CRM
Reports: filters, number formats, and charts you can click
The report builder now offers everything the reporting engine could already do.
The report builder now offers everything the reporting engine could already do.
Filters
Reports can be narrowed by any field, with the operators that suit it - is, contains, greater than, before, is empty - and a value box that matches: a date picker for dates, yes/no for checkboxes, a number field for amounts. A filter you haven’t finished typing is left out of the preview instead of quietly returning nothing.
Numbers that read like numbers
Each measure carries its own format: currency in your workspace currency, percentages, rates, or durations shown as 2h 15m rather than 2.25. Totals appear under the table, and only where adding up actually means something - a column of averages gets no total rather than a misleading one.
Sort, top N, and your own date range
Sort by any grouping or measure, keep the top 10, or set an exact from/to range instead of a preset period.
Charts you can click
Clicking a bar, slice, funnel step, heatmap cell or pivot cell opens the records behind it - on dashboards too, which previously only looked clickable. Where a segment can’t be turned into an exact list, it stays unclickable rather than opening something that doesn’t match.
Everything else
A line under every report saying in words what it counts, the underlying rows shown beneath each chart, CSV export, search and duplicate on your saved reports, and a choice of who can see each one.