Blog from January, 2025

We are excited to introduce the new benchmark breakdown in Reports and the new Autopilot action to create multiple reports !🎉

Benchmark more than two filters

Previously, you could only compare insights from different filters (attribute vs time period for example) using the Filter vs. Filter breakdown, which is limited to only two options.

What’s New?

To simplify comparisons and provide greater flexibility, we’re introducing a new Filters Breakdown feature. This feature enables you to easily compare insights across multiple filters, eliminating the need to create segments manually.

How It Works

1. Filters Breakdown Input

   • In the report builder, you’ll now find a new Filters Breakdown option.

2. Filter Management Options

   • For each filter in the list, you can:

     

     • Edit Filter: Opens a modal to modify the existing filter conditions.

     • Rename Filter: Assign a custom label to the filter via a modal.

       

     • Remove Filter: Delete any unwanted filters from the breakdown list.

3. Limitations in This Version

   • The View Over Time Chart is not available for this feature in this release.

Automate report creation based on Attribute Values

Previously, you could create only one report per workflow, making it challenging to generate insights for multiple attribute values efficiently. For example, generating reports for multiple locations or categories required creating multiple workflows, increasing time consumption.

What’s New?

With the Create Multiple Reports action, you can now generate multiple reports simultaneously from a template report or prefilled reports, streamlining the process and saving time.

How It Works

1. New Toggle on the report creation action: Create Multiple Reports

2. Template Reports and Configurations

   • Choose from existing template reports in the dropdown.

   • Configure key settings:

     • Report type: Public or private.

     • Report filters: Automatically inherited from the selected template report (if applicable).

3. Prefilled Reports and Configurations

   • Configure key settings:

     • Report type: Public or private.

     • Report filters:Add the filters wanted beside from the attribute values.

4. Toggle to Create Multiple Reports

   • Enable the "Create Multiple Reports" toggle to create reports for each value of a selected attribute.

   • Example: Create one report per location, category, or any other attribute value.

5. Attribute Value Selection

   • Use the list to choose specific attribute values.

6. Folder Organization

   • For multiple reports, subfolders will be created automatically, using attribute values as folder names (e.g., "Brook Place").

7. Report Naming Convention

   • Default name format:
     "{Report name} - {Attribute value} - {Creation date}"
     Example:
     "My great report - Brook Place - 03/01/2025"

Report Folders Organization Improvement

Teams were used primarily to organize folders while unsorted folders were used to group reports without an assigned folder. This setup created inconsistencies and additional steps for you managing your reports.

What’s New?

With the Teams as Folders update, teams now function as default report folders, eliminating the need for "unsorted folders" and streamlining the organization of reports within the platform.

How It Works

1. Teams as Default Folders

   • Teams now act as the default folders for all reports.

   • Any new report created will automatically be saved in the folder of the team it is created.

2. Unsorted Folders Removed

   • The unsorted folders are no longer available. Reports will always be assigned to a specific team folder by default.

3. Move Reports Between Teams

   • You can move reports between teams or into folders within other teams.

Thanks

• Team Feedier

We are excited to introduce the new download as an image in Reports and the new timelines in charts across the platform !🎉

Download Reports as Images

We’re introducing a feature that allows you to easily download reports or individual components as images without removing the PDF option. This ensures our insights are more versatile and adaptable for various presentation needs.

What’s New?

1. Download Reports as Images or PDF

   • You can now download entire reports or individual components as Image, or PDF formats.

   • A new Download Modal will guide you to choose their preferred file format.

2. Single Component Downloads

   • On the download modal now you can choose to download only the current page as an image.

   • For components with multiple pages (e.g., score tables), all pages are downloaded in one action.

3. Efficient File Organization

   • When downloading a full report as images, a ZIP file is generated containing all report images for easy access and organization.

How It Works

1. Full Report Download:

   • Navigate to the top-right corner of the report builder.

   • Click the download icon to open the download modal.

   • Choose your preferred file type (Image or PDF).

   • Upon completion, a ZIP file with all report images or a PDF document will be ready for use.

2. Single Component Download:

   • Navigate to the top-right corner of the report builder.

   • Click the download icon to open the download modal.

   • Toggle the “Only the current page”.

Track your report visualisations

To empower you with insights about your reports' performance, we’re introducing a feature that tracks and displays the number of views for each report.

What’s New?

1. View Count Column in Reports

   • A new column is added to the reports list, displaying the total number of views for each report.

   • This count includes views from both the report builder and shareable links, offering a comprehensive measure of engagement.

2. Real-Time Feedback on Report Impact

   • The view count updates dynamically, reflecting the number of times a report has been analysed.

How It Works

1. In the Reports List:

   • Navigate to the list of reports in the platform.

   • A dedicated "Views" column will display the total number of times each report has been opened.

2. What Counts as a View?

   • Each time a report is accessed, either via the report builder or a shareable link, it contributes to the total view count.

New timelines on charts

Flexibility in analyzing data over time is critical for uncovering meaningful trends. To give you greater control over their time-based visualizations, we’re introducing Custom Timelines for all graphs in KPIs, Benchmarks, and Text Analysis charts.

What’s New?

1. Custom Timeline Option

   • A new option, "Custom Timeline", is available in the timeline dropdown for all over-time graphs.

2. Custom Date Selection Modal

   • you can specify:

     • Start Date: The beginning date for the graph.

     • End Date: The ending date for the graph.

     • Interval: The breakdown of the timeline.

How It Works

1. Accessing the Custom Timeline

   • In the timeline dropdown of any over-time graph, select the "Custom Timeline" option.
     

     

2. Defining the Custom Timeline

   • A modal will open where you can set:

     

     • Start date

     • End date

       

     • Interval (e.g., days, weeks, months)

       

3. Error Handling

   • If the chosen interval doesn’t align with the date range, an error message will guide you to adjust your selection.

Thanks

• Team Feedier

We are excited to introduce the sharing to external people from Autopilot workflows and other improvements in usability !🎉

Share Reports Created by Autopilot to External People

Currently, when a report is created in a workflow, there is no way to automatically share its external link with others outside the platform. You must manually retrieve and send the link, which adds time and effort. This feature aims to simplify the process by automating external sharing directly through the Autopilot.

What’s New?

The Autopilot now includes a feature to share the external link of a report automatically with external people via email when the report is created. This ensures seamless communication with people outside the platform.

How It Works

1. Enhanced Message Node in Autopilot

The Message Node in Autopilot now has two tabs for sharing options:

1. In-App Notification: Notify internal users within the platform.

2. Share to External People: Add external email addresses to share the report link.

2. External Sharing Tab

When you switch to the Share to External People tab:

• Email Input:

  • You will be able to enter one or more email addresses.

  • No Limit: You can add as many email addresses as needed.

• Email Content:

  • The shareable link to the created report.

Flexibility on Report Building

When creating reports for attribute values (e.g., specific stores, teams, or regions), you may encounter a limitation where the global filter (being a specific attribute value) applied to the report restricts the ability to perform benchmarks or comparisons across other attribute values. For example:

• You generate a report focused on specific attribute values using the global filter to display tailored graphs.

• However, when benchmarking metrics like NPS or satisfaction by attribute (e.g., comparing all stores or regions), only the data related to the attribute value in the global filter is displayed, making a broader comparison impossible.

This enhancement introduces an option for you to configure specific report components to ignore the global filter, enabling more comprehensive analysis and comparisons.

What’s New?

A toggle in the filter tab allows you to enable or disable the global filter for individual report components. This feature gives you more control over their analysis, enabling broader comparisons alongside focused views.

How It Works

1. New Toggle in the Filter Tab

• Toggle Placement: Found in the filter configuration tab of report components.

• Default State: The toggle is disabled by default to maintain current filtering behavior.

2. When the Toggle is Enabled

• The selected component will ignore the global filter applied to the report.

• The data for the component is calculated without the restriction of the global filters, enabling detailed comparisons across all relevant attribute values.

Team Navigation Improvements

Currently, you must access the Users & Teams section to switch teams, which adds unnecessary complexity to the workflow.

To enhance your experience, we’ve introduced a more intuitive team-switching mechanism, accessible directly from the navigation interface.

What’s New?

A clickable team breadcrumb in the navigation bar allows you to easily switch between teams using a dropdown.

How It Works

1. New Team Dropdown in Navigation

• Last Breadcrumb in the Path: Displays the current team with a dropdown indicator.

• Clickable Interaction: Clicking on the breadcrumb opens a dropdown listing all relevant teams.

2. Team Dropdown Features

• Teams Listed: Displays the team you where invited to and all its sub-teams.

Thanks

• Team Feedier