Version 3.30.0 - 28 janvier 2025

Nous sommes ravis de vous présenter la nouvelle ventilation des benchmarks dans les rapports ainsi que la nouvelle action Autopilot permettant de créer plusieurs rapports. !🎉

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