Rebuilt with consistency and ease of use in mind, the refreshed toolbar, improved dashboard editor, and full navigation update will make it even easier to build great reporting for your clients.

Read on for a sneak peek of what's coming soon! 🎉 ✨

The new toolbar has all the great features you're used to, repackaged into a more compact, easy-to-use format!

Once released, the new toolbar will replace the widget sidebar on the right side of reports, dashboards, and templates.

The functionality hasn't changed: click an icon on the toolbar to expand the widget menu, then drag and drop the widget onto your dashboard, report, or template.

The new dashboard editor should look familiar— we're unifying the report and dashboard building experience to create a smoother workflow for everyone.

This change brings familiar report features to dashboards. Look for dashboard autosave, streamlined section editing, and dashboard version history (included on some plans).

Toggle on sample data to preview how new dashboards will look once your Client data is connected, or toggle off widget compacting for more freedom in your dashboard designs.

Platform navigation is getting a significant refresh later this quarter, making it easier than ever to access what you need when you need it!

With a less cluttered sidebar and a more intuitive platform organization, you'll spend less time and fewer clicks getting where you need to be.

We're finishing up the finer details of this update, so the preview above may differ slightly from the final product. As we approach the end of the quarter, look out for more information, including a video walkthrough and webinar!

You can now create slide deck report templates to easily replicate your favorite slide deck.

Start from scratch, use one of our premade templates, or copy an existing template or report!

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄