New Feature Alert: Saved Reports!
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps.
What’s changing?
The Reports section is getting a fresh new look and some powerful upgrades:
- New Reports Dashboard: Instead of opening a default report with tabs across the top (web) or selecting a report from the main menu (mobile), you’ll now land on a dashboard view. Reports are organized into cards so you can find what you need at a glance.
- Saved Reports: You’ll now see a dedicated section for all your saved reports, making it easy to quickly access your customized views.
- Tabbed Report Experience: When you open a report in the web app, it now appears as a tab at the top—alongside a permanent Home tab—so you can easily switch between multiple reports. On mobile, you’ll see a streamlined list of recent reports.
Save your reports your way
You can now save reports with your preferred settings:
- Click Save (web) or the bookmark icon (mobile) at the top of any report
- Give your report a custom name
- Access it anytime from your Saved Reports section
Made changes to a saved report?
- You’ll need to save to keep those updates
- Or choose to save as a new report to create a separate version
- You can also easily undo any changes made to a saved report by using the Undo option
What’s staying the same?
All your existing report functionality—like exporting, printing, and viewing options—remains unchanged. This update is all about adding flexibility and improving navigation.
We’d love your feedback!
This is just the beginning for Saved Reports, and your input helps shape what comes next.
👉 What do you think of the new dashboard?
👉 How are you using Saved Reports so far?
👉 Anything you’d love to see added?
Let us know by leaving a comment in our official feedback thread!
-Coach Natalie