Highlights of the January 2021 product release include:
- Operational Budgeting Solution: We have created a more robust version of our Report Builder tool to enable easier customization and export. You can now use pre-built report templates based on common client exports. You can also preview and customize your reports before downloading them in a variety of formats. After customizing a report, you can save it to your report library for easy reuse.
- Operational Budgeting Solution: Our Report Builder platform in our Operational Budgeting Solution now allows you to include sub-line item detail where appropriate. If the budget you are preparing for export contains sub-line item detail, a toggle will appear either in the customization bar or in the Customize Rows dialog.
Check out this video to see how some of these new features can work for you.
Click here for more information. Contact your Client Success Manager to learn more or for assistance using any of these new features.
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