October 2020 Release
Prior to this enhancement, dashboard widgets that were part of a custom report that was imported to Reporting 2.0 were not automatically published to dashboards. Instead, they had to be republished to dashboards by selecting the Publish to Dashboards option on the Properties panel.
With this enhancement, a Convert Custom Report dashboard widgets to Reporting 2.0 dashboard widgets for selected reports option is added to the Import Your Custom Reports flyout that lets you automatically convert dashboard widgets from Custom Reports into Reporting 2.0 widgets. When the import executes, imported custom report widgets on existing dashboards automatically converted to Reporting 2.0 widgets without any further action needed for migration.
The widgets are available from the Reporting 2.0 tab in Dashboards.
Auto-Enable Report Schedule for Imported Reports
Prior to this enhancement, the delivery schedule for custom reports was not included when imported to Reporting 2.0 and had to be configured manually. In addition, the custom report delivery schedule had to be disabled manually to prevent two reports from running.
With this enhancement, an Enable delivery configurations in Reporting 2.0 for selected reports option is added when importing reports. This option automatically includes the delivery schedule for the imported report.
It is important to note that once the report is imported, the delivery schedule in the custom report becomes inactive. The delivery options are removed. However, the settings for scheduling are preserved so that delivery options can be configured again.
11 September 2020 Patch Release
The following enhancements were made to improve the user experience for Reporting 2.0 and were available as part of the 11 September 2020 patch:
Prior to this enhancement, compatibility issues between Reporting 2.0 and Custom Reports prevented the import of reports that contained Checklist custom fields.
With this enhancement, custom reports that contain Checklist custom fields can now be imported successfully.
The following enhancements are made to improve formatting for hierarchy exports:
- Faster export time to speed up the report generation process
- Improved formatting of hierarchical reports to make them easier to read and navigate
With this enhancement, a clock icon is added to the filter for date/time fields so that you can filter by a specific time. For example, when filtering by the date a training is due, you can select a specific time on the due date so that you can further narrow the report results.
When viewing a summary and hierarchy report in the report viewer, an Expand/Collapse option is now available so that you can expand and collapse all levels when viewing the report.
Prior to this enhancement, reports ran automatically when opened in the report viewer. However, there are some scenarios in which users may prefer to configure the filters before running the report. In such cases, the user had to wait until the report finished running before being able to edit the filters and run the report again.
The Report Properties panel is updated to include an option that lets you control whether a report runs automatically when opened in the report viewer.
Prior to this enhancement, field and report names were cut off depending on screen resolution and zooming.
With this enhancement, tooltips are added to the following areas of the report builder so that the full field and report name displays on hover:
- Reporting 2.0 Homepage - Report name in Name column
- Report Builder - Summary, Sort, Charts
With this enhancement, the End Date field on the Delivery panel can now be left blank so that reports can be scheduled without an end date. Prior to this enhancement, an end date was required.
This enhancement addresses scenarios in which reports were expected to be delivered indefinitely to facilitate business processes.
Note: This functionality was released with the 25 September 2020 patch.
Upon implementation of this enhancement, this functionality is available in all portals using Reporting 2.0. However, it is necessary to clear your browser's cache in order to view the updates.
For information about Reporting 2.0 permissions, see the following: