Actionable Insights Releases for October 21, 2026

Products covered under Actionable Insights are Surveys, Reporting, Integrations, Engagement Scoring, App Marketplace.

Reporting

Reporting Refresh: A Cleaner Report View and Easier Field Selection

The report view is getting a cleaner layout. Actions that used to be in dropdowns are now in plain view, and field selection works the same way whether you're editing a report or building one from scratch. Planners can get to what they need faster, with less menu hunting.

Key capabilities include:

• Key actions, now one click away. The Data and Actions dropdowns are gone, and the actions they held are now on screen:

  • Data, Export, and Publish in the right-side toolbar, alongside Filters and Add.

  

  • Save and Save As in the report header, so saving no longer requires opening a menu.

• One Publish button for Portals and Access Portals. Accounts with both options choose where to publish in a single modal. Accounts with only one option go straight to that flow.

• Simplified field selection. Fields now appear in a single checkbox list rather than a multi-column layout. Users can filter by multiple categories at once, and the search suggests matching fields as they type. The same experience is available in Data Settings and the BYO Report Builder.

• A cleaner report view. "View data summary" has been retired. A report's current criteria and fields are available at any time under Data.

Things to Know

• These changes apply to Report Templates, Saved Reports, and the BYO Report Builder.

• Selection criteria and filters work exactly as before. Only the location where you access them has changed.

• Save appears only for users who can edit the report. Everyone else sees Save As.

• The Publish button is hidden for accounts that lack both Portals and Access Portals.

Additional Resources

Cvent Community: Questions about the above updates? As always, get answers in the Community via the Open Forum.

Beta Opportunities Page: Try new features and products out before full launch availability. Join Beta Programs.