Enhancements to hierarchy calculations

Hierarchy calculations additionally support the following:

1. Reference-up ⬆: Reference child account values to parent account
   
   Example: My Regional accounts (child) each have a Site reference. I want to surface those sites on the Corporate accounts (parent), resulting in a concatenated string of unique values: Child Sites = UCSF,UCSD,UCSX (text).
2. Collections ⊞: Calculate on collection attributes, including reference-up
   
   Example: My accounts each have associated Subscriptions (a custom collection). I want to count how many subscriptions have an expiration date before 2025: Child Subscription Count = 1 (numeric).

➡Learn more about these additional use cases.

Custom reports now open in View mode

Custom reports now open in View mode by default, providing a cleaner, distraction-free experience. This maximizes screen space and removes edit controls until you’re ready to make changes.

When you’re ready to make changes or explore the underlying configuration, click the new Edit button.