Reports Migration FAQ
7 min
Reports are being upgraded to V2. Here are answers to common questions to help guide you through the transition.
Adding Events
Before
- You had to manually add events to each report, which could be time-consuming for tenants with many events.
After
- The new report configuration wizard automatically pulls in events based on the configuration you specify.
- You can still manually add events whenever you need more control.
- These are now displayed as Highlighted Events and are added to the appropriate section when added.
- Highlighted Events that fall outside of the configuration scope are automatically added to the Appendix.
Export Options
Before
- Export options were limited, making it difficult to work with your data in other tools.
After
- CSV export is now included by default for all your event data, giving you flexibility to analyze and share information.
- There's also a new ZIP option which automatically includes the PDF, DOCX, and CSV.
Generating Reports
Before
- Reports could take considerable time to generate, even for smaller reports.
After
- Most reports now complete within 2 minutes, regardless of size.
Report Formatting
Before
- Reports used a basic output that typically required significant reworking in DOCX before sharing.
After
- Reports use a new modern format that has been completely redesigned for readability.
- Each Event Category Type has its own appropriate metadata.