Coevera 1.3.0 upgrades the Reports Dashboard — convert Standard, Pivot, and Dashboard reports between each other and build Dashboard reports from more entities — and adds Product per Pipeline in Administration plus a batch of usability improvements led by Records Preview.
Reports lead this release. The Dashboard functionality in Reports has been updated: you can now convert Standard, Pivot, and Dashboard reports between each other by opening the Power Panel and clicking Convert to, create a new Dashboard Report from Leads, Opportunities, Accounts, Contacts, and Activities with the Create New button, and reach for even more powerful charts. Two further Reports touches let you open an individual Activity Detail by clicking a report built from your Activities, and add Freeze Panes to the Records Power Panel so a chosen row or column stays in place regardless of what part of the spreadsheet is on screen.
Beyond Reports, Administration › Products and Prices gains a Product per Pipeline component, letting you set the Pipelines a product belongs to from its sidebar menu. A batch of usability improvements rounds out the release: Records Preview brings quick preview info to list (grid) view for Leads, Opportunities, Accounts, Contacts, Activities, and Notes; a Compact View enhancement keeps the record you were editing selected when you return to it; Lead and Opportunity detail can now show only primary or all assigned Accounts and Contacts; and paying customers see Payment due information on the top panel.
What we're proud of
You can now convert Standard, Pivot, and Dashboard reports between each other from the Power Panel, build a Dashboard Report directly from Leads, Opportunities, Accounts, Contacts, and Activities, and reach for even more powerful charts.
We have updated the Dashboard functionality in Reports!
If you have created a report from your Activities you can now open individual Activity Detail simply by clicking on the report spreadsheet.
We have added the Freeze Panes functionality to Records Power Panel. This functionality “freezes” a row or column, so that it is always displayed in place, regardless of what part of the spreadsheet is being displayed.
Records Preview brings quick record previews to list (grid) view for Leads, Opportunities, Accounts, Contacts, Activities, and Notes, alongside a Compact View selection enhancement, a show primary or show all toggle for Accounts/Contacts in Lead and Opportunity detail, and Payment due information on the top panel.
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