Easier Access: When you open Reporting, you now land directly on the Workload View for a quicker start, no matter where you left off.
Unified Reporting: Custom and Pre-built reports are now shared on a single screen, simplifying your reporting process.
NEW: Pin Reports for Quick Access
Personalized Favorites: You can now pin your most-used reports to the top of your list. Your list, your way!
NEW: Effortless Report Labeling
On-the-Fly Labeling: You can now add labels while editing or viewing a report, saving you time and effort; you can label reports across your entire tenant, making organization a breeze.
Admin Control: Manage and edit these labels in Admin → Global → Fields to keep everything in order.
NEW: Simplified Navigation
Farewell to "Browse Reports": We've removed the "Browse Reports" button when editing a report. Instead, use the " All Reports" button for a quick return to the Reporting Workload View.
NEW: Name That Report
Immediate Renaming: Ensure your reports start on the right foot by giving them a unique name when you create them. This simple step helps prevent a clutter of reports all named "New Report," keeping your workspace tidy and organized from the beginning. Stay organized from the start!
Announcements 📣
Upcoming Holiday Closures
Veterans Day Fri, Nov 10, 2023
Have you been keeping up with our latest webinar series? Catch up here!
Sign up for a free Casebook Training. 💻We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register below! ⬇️
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