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SuiteProjects Pro Power-Up Series: Classic Report Interface vs Report Management Interface

Recently we released our latest video, Classic Report Interface vs Report Management Interface in SuiteProjects Pro. In this short video we discussed: 

  • Exploring the pros and cons of both the classic and new reporting interfaces
  • Learning how to control interface access on a user-by-user basis
  • Understanding the key features of each reporting interface
  • Discovering tips for more efficient report creation and management
  • Gaining insights into interface customization and search capabilities

If you haven't had the opportunity to watch, here is the link.  In less than 15 minutes you can get the inside tips and for percent complete revenue options in SuiteProjects Pro.

Frequently Asked Questions

Where do you go to disable the default Report editor interface?

Navigate to the user's record, and uncheck the reporting option: "Enable the report management and editor interface."

 

How do you change the owner of a saved report in the Report editor interface?

The option to change report owner is only available in the classic report interface. However, report owners can be changed under the Status option in both interfaces.

 

Where do you hide the Company row in the new interface editor?

In the Company row under dimensions, you can click on the eye to hide the Company row.

 

What is the main benefit of the newer report editor interface?

Being able to natively search for reports, dimensions, datasets and filters easily.

 

 

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