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Client View’s new Report Centre tool

We’ll be launching the new Report Centre in the coming weeks. The new screens will offer the following enhanced features:

1. The Client View menu is moving to the top of your screen, with clearly labelled tabs to make it easier for you to identify the available Client View services as they become available.


2. Intuitive, more accessible and up-to-date designs helping you to navigate through Report Centre, clearly displaying key actions such as schedule creation, exporting of reports and a larger control panel to customise your view.


3. Use the ‘Customise view’ option to simplify and organise the report columns and fields displayed in your reports.

Here's what it'll look like:

(select image to enlarge)

(select image to enlarge)

As we work to complete the re-design of all Client View tools, you’ll have the opportunity to experience the re-designed Report Centre screens in the coming weeks. To try it out, select the link in the banner at the top of Report Centre screen.

 

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