It's the end of the quarter and you're piecing together a report from five different projects, three separate file locations and a handful of dashboards that don't quite connect. Sound familiar? We've been listening - and we've been building.
This Is Reporting, Reimagined.
We've just rolled out a powerful set of enhancements to the Report Builder, designed to save you time, reduce manual effort and give you greater flexibility across your entire portfolio. Whether you're managing multiple projects or pulling together supporting documentation from across your business, these updates make reporting faster and more powerful than ever.
What's new:
Cross-Project Dashboards - Your Portfolio, One Report.
You can now include dashboards assigned to more than one project in a single report. Select your dashboard, choose the projects you want to include and scroll through each one to review the data before adding it. Cross-portfolio reporting has never been simpler - or faster.
Global Dashboards - No More Hunting Around.
Any global dashboard you have access to can now be included directly within your reports. Just select "Global" from the dropdown menu, choose the dashboard you'd like to add and it's in. Done.
Files Across Projects - Everything in One Place.
Include files from multiple projects without the back-and-forth. Whether it's invoices, supporting documents or reports stored in different locations, you can now apply filters, select exactly the files you need and add them directly into your report. One report. Every file. Zero friction.
Full Report Review - Confidence Before You Generate.
Before you hit generate, you can now expand each section of your report to see exactly what's been included. Review, verify and be confident that everything is accurate and complete. No more second-guessing. No more regenerating.
And We're Just Getting Started.
This release is the foundation of something bigger. Our next update will introduce support for Group Dashboards and Forms - making your reporting even more flexible and comprehensive. Watch this space.
Ready to See It in Action?
These enhancements are live and available now. Want to explore what they can do for your team?
Schedule a demo and discover how the new Report Builder can transform the way you report across your portfolio.
Questions? Our support team is on hand to help you get started straight away.

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