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Client View’s new Report Centre tool

We recently launched the new Report Centre. The new screens offers 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 looks like:

Report Center Reports View

(select image to enlarge)


Report Center customise reports view

(select image to enlarge)

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

 

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