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Product Changes
2023
New Updates to Report Builder
New Updates to Report Builder
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Written by William Randall
Updated over a week ago

As a first step toward improving our Report Builder functionality, we've undertaken a revamp of the Report Builder with some minor functionality changes.

You will find details below on these updates, including:

Updated Export Options

The first thing you will notice is that some of the style is slightly different, especially when it comes to the Export buttons. The option to export to CSV and Excel are both now their own button and easier to access. This is what you will now see when exporting a report:

Column Reordering

The biggest change you will notice is in regards to the column reordering mechanism. You can now drag and drop columns into their desired position directly from the report, rather than having to navigate to a separate view within the report to complete the reordering.

Column Headers - Freeze Pane

When scrolling down in a report in the Report Builder, you will notice that the column headers are now frozen. This allows you to know what data you are looking at when you are scrolling through a longer report without having to scroll back to the top to look at the column headings

Horizontal Scroll Bar - Always Visible

When you are needing to scroll left or right on a report within Report Builder, you used to need to scroll to through to the bottom of the report before you could scroll left or right.

You can now scroll left or right no matter where you are in the report. As you are scrolling through the report, simple scroll left or right and you will notice the scroll bar appear on the bottom of the screen and that you can now scroll left or right.

You will also notice some increased speed when updating allowed Permission Sets.

We hope you find this change useful and we look forward to sharing more improvements with you in the near future!

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