User dashboard updates



Jan. '20





Saved Reports

For easier access to your Saved Reports, they are now also available from the User Dashboard - making managing your daily workflow even simpler using the Dashboard. (They continue to be accessible from the Reports tab)


Click the Saved Reports button in the upper-right to display the list of Saved Reports, both company-wide and individual user reports.

Company Wide View

A Company Wide / Management view has been added to the Dashboard. This view has options to display Next Actions for each individual user and an aggregated view displaying all Next Actions for all users.


Task Items remain private for each user - and cannot be viewed on the Company wide view.



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