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Introducing Report Builder: Your essential tool for data insight
Discover a faster way to craft custom reports with Report Builder! Here are some of the unique benefits you'll find in this new version of custom reports:
✔ Build reports faster
Build faster with one-click chart duplication and a drag-and-drop interface
✔ Streamline data focus
Streamline data focus with on-they-fly global filters, without having to edit the core report
✔ Correlate multiple data points
Visualize trend over time or other x-axis data point with flexible chart components
✔ Multi-task with segment previews
Add notes and make account updates without leaving the report
Getting started in this open beta is easy—simply refresh your Totango instance and head to the "Reports" tab of any SuccessBLOC. While users without customer report permissions won't initially see new reports until you create them, their default experience will seamlessly transition from displaying "Legacy Reports" to "Custom Reports."
Admins can optionally disable this gated feature from Settings.
For a deeper dive into functionality, learn more.