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Introducing new enhancements to the CSN Business Intelligence reporting framework

Introducing new enhancements to the CSN Business Intelligence reporting framework

We are introducing some exciting new enhancements to the CSN Business Intelligence reporting framework on November 28, 2023. The new changes on the report list pages will result in better organization of the reports, and it will create a streamlined, user-friendly, and accessible report page for all users to access the right data with minimal clicks.

Here are the new features that you will experience on the Report List Pages:

Saved Reports as the Default Landing Page

Most users have customized versions of report templates, which they repeatedly access. The saved reports page will be made the default landing page to save users the extra clicks. If the user has no saved reports, they will land on the report templates page.

Saved Reports Categories and Updates

Two collapsible categories have been added to the saved reports page for better report organization.

• My Reports: These will contain the reports the users created.

• Shared With Me: These will contain the reports shared with the user by others using Edit Visibility.

Additionally, the reports will now display Last Modified Date and Last Modified By as the report subtext.

Introducing Favorites and Additional Filters

Looking for a quick and easy way to access your favorite reports? Simply click the star icon next to any report you want to mark as a favorite, and it will be saved for future use. The "Favorites" filter can easily access all your marked reports. Other filters added to the saved reports page include "Scheduled" for all reports with a schedule associated with them.

Sorting on List Pages

Saved Reports can be sorted by Recently Used, Last Modified, Name A-Z and Name Z-A. The reports will be sorted into their respective categories. Report templates can also be sorted by Recently Used, Name A-Z and Name Z-A.

Scheduled Reports

Snapshots have been renamed to Scheduled Reports to give users a better idea of the tab's functionality. Two categories on the tab have also been added:

Scheduled Reports: This will contain the list of all scheduled runs of the reports. Once a scheduled run is processed in the background, the report can be accessed immediately without waiting to load.

Queued Reports: This will contain all the reports queued by clicking the "Queue Report" button while the report is loading. Queueing a report also processes the report in the background, ready to be accessed once finished without waiting on the loading screen.

Visit our Cvent Community with questions

Questions about anything we’ve rolled out in this window? As always, you can get product questions answered in the Cvent Community via the Open Forum. Also, attend our Product Update webinars, where our Cvent product experts are available to answer your questions!