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R390 - 2025-02-13

Updates to Report and Dashboard Navigation

Updated this week

Report Navigation from Dashboards

Report Navigation Trail

When clicking through to a Report from a Dashboard, a breadcrumb trail will appear above the Report results. This allows users to easily navigate back to the Dashboard they came from after reviewing the Report or making edits.

Editing Reports on a Dashboard

Previously when editing Reports on a Dashboard, users would click the three-dot Context Menu, select Edit Report, make changes, and then Replace the Report on the Dashboard.

To streamline this process and save users clicks, the Edit Report option in the Context Menu has been replaced with simply clicking the header of a Report. From there a user can update the Report logic and replace it on the Dashboard as usual.

Dashboard Sharing Updates

The workflow for adding users as a Manager or Editor of a Dashboard also has a small update. Changing user permission level is now managed under the Share icon in the top right of the Dashboard. This button is now grouped with the Copy Link button since they both serve to share Dashboards.

Report Creator Tooltip

There will now be a Creator bubble on Reports. Hovering over the bubble will reveal a tooltip that shows the Report's date of creation. This aims to make the creator of each Report clear to those who are viewing them. This makes collaboration easier and more efficient.

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