10.1.1.165 - Week of November 13, 2023

Prepare for a transformative enhancement in our Plan Documents module. In fact, it’s such a major enhancement that we’ve created a completely new module that replaces the previous version. In this release, you'll experience a significant upgrade that combines the flexibility of our Workflows module with our current Plan Document distribution and approval process.

For additional information on the latest version of Plan Documents, read: Plan Documents Module.

Here's what the new Plan Documents has to offer:

Batch export PDFs of your Presenter Adaptive reports quickly and dynamically using the new Export button.

Easy exporting: With just a few clicks, you can export your reports as PDF publications, either as individual PDF files or as one consolidated PDF file, instantly and on-demand.

Personalized publications: Craft and send custom publications to specific user groups from the same Presenter Adaptive report. Your recipients will receive information tailored to their needs, ensuring a more relevant and engaging experience. 

Saved publications: Export your reports as one-time publications or take efficiency to the next level with saved publications. Schedule a saved publication and manage it in the task manager to eliminate repetitive report generation. Automatically generate and send out scheduled reports at set intervals.

Custom PDF options: You have full control of your exports. Select the reports you want to export as individual PDF documents based on the report parameters. To maintain organized files, you have the choice to specify a folder location for saving your exported PDFs. Determine the level of detail you want to include by choosing whether to expand all table groups in your Presenter Adaptive reports during a bulk export, ensuring that all rows are included in the PDFs. 

Effortless emailing: We understand that sending your PDFs should be hassle-free. That’s why you can now email your PDF publications directly in the exporting wizard. Send them to a single recipient or send multiple dynamically targeted emails based on the report parameters. 

To learn more about bulk exporting PDFs read:Exporting PDF versions of Presenter Adaptive reports.

Easily identify report objects by adding a name to the objects in your Presenter Adaptive reports. With this update, you can quickly and seamlessly identify which object is being used by a specific stored value or parameter. To find out more about adding object names to your Presenter Adaptive report, see: Creating a Presenter Adaptive report.

Need to grab the attention of your payees? We've introduced an exciting new object you can use in your Presenter Adaptive reports to do just that. Craft your message with a customized title and text, and even include a link to a URL or an existing report. We have different callout types to help your message stand out. Control when your callouts appear with conditional visibility. Engage your payees when you need them. Add the new Callout object to your reports today, read: Adding a callout object to a Presenter Adaptive report

Now, you have the ability to position your navigation menu where you want it. Leave the menu at the top of the page, or try out our new enhancement and place your menu vertically on the left side of the screen. With this new positioning, your navigation menu becomes collapsible, providing you with an unobstructed view of your reports. Easily explore menu items and stay updated with a quick glance at your notifications, without clicking away from your reports. To learn how to change the menu position, read: Customizing Sales Portal Menu position

In this release, we've given you the ability to pin table columns in your Presenter Adaptive reports. With this enhancement, you can lock multiple columns to the left side of your table while the remaining data scrolls horizontally. You can also easily rearrange the pinned columns as needed. Payees can personalize their Sales Portal experience by pinning columns, providing a customized, local view. Now you and your Payees can organize lengthy tables by pinning important columns. For more information, read: Pinning columns on a table in your Presenter Adaptive report

If your tables are sprawling and in need of some reorganization, we have a new feature for you. We’ve given you the ability to group table columns in Presenter Adaptive reports. Now, you can restructure your data presentation quickly. Add columns to a group and assign group names. A simple drag and drop of the group is all it takes now to swiftly reorder multiple columns in one go. Your columns will be neatly organized under the names you assigned. Say goodbye to time-consuming data reorganization. For more information, read: Grouping columns on a table in your Presenter Adaptive report

Conditional formatting can give you quick, easy to spot insights into your data. We’ve extended the capabilities in Presenter Adaptive to allow you to apply conditional formatting not only to the data tables in your reports, but now to the calculated columns in those tables as well. For more information on conditional formatting see: Adding conditional formatting to a Presenter Adaptive table

You can now concurrently perform many types of global actions. You can perform these actions in parallel on unrelated tables, both manually and from Scheduler.

We’ve made this feature available to the following types of global actions:

In this release, you can now define the visibility and editability of a Presenter Adaptive report object throughout a workflow. Set report objects to be visible or hidden, editable, or as read-only at each action node in a workflow. To find out more about setting the editability and visibility of report objects in a workflow, read: Setting editability and visibility controls for Workflows running on Presenter Adaptive

For an enhanced user experience with the Workflow module, we have updated the Inquiry Management page so that any filters applied are retained throughout until you change or clear the filters. Additionally, we also now show a count of the items displayed per page so you can tell at a glance the number of items that your applied filters resulted in.

When an object within a group is hidden and other objects rearrange and move up within the group, the group itself should resize in height if possible.

We've fine-tuned the appearance of tables in Presenter Adaptive for mobile devices. Your tables will now occupy the full screen width, making the most of your mobile view. We've streamlined the rows to ensure you see more data at a glance, and improved table footers to help you better navigate your data on small screens.