Note: This solution article may not be relevant for users who would have onboarded or started using Freshsales from September 2022.The Analytics module now has a simpler and faster report-building experience.
Say hello to a more delightful Analytics experience!
Create reports faster
New Report creation flow
Easy Widget configuration
New Widget creation
Revamped Widget Pane with ‘Gallery’
Resize widgets in all directions
More granular sizing
Expand mode for widgets
Quick edit and switch between widgets
Slice and dice with ease
Filtering options (like Drill Down and viewing Underlying Data) from report page
Collaborate seamlessly
Sharing options (like Export and Schedule) from report page
Enhanced Presentation Mode
Navigate effortlessly
Instant Navigation between reports
Minimalist top navigation bar
Contextual information on side panel
Here’s the host of new feature enhancements that await you:
#1 Create reports faster
We’ve brought about some significant improvements to make your report building experience simpler and faster
New Report Creation Flow
Earlier, there were a number of steps and transitions for building a report.
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The new report creation flow is optimized to help you create reports seamlessly
(The number of clicks has been reduced from 10 to 5!)
You can now get straight to creating a report by clicking on the ‘New Report’ button. Instead of having to give it a name right at the beginning, you can name the report at your convenience, using the editable name field in the top left navigation bar.
By default, any report created or cloned will now be a private report. Users can make it public by sharing the report with their colleagues.
Also, when analyzing reports, a common spot of confusion was figuring out whether you were ‘Viewing’ or ‘Editing’ a report. We’ve gone ahead and fixed the text on the button for you to easily identify that.
Easy Widget configuration
We’ve brought about a flurry of improvements when it comes to creating and configuring widgets including:
New Widget creation
Remember how you were asked to ‘save’ a widget before you had even configured it?
We heard you!
No more pop-ups and prompts to save your widget(s)
& there’s more - going forward, you can edit widgets straight from the Reports page without having to make multiple clicks for the widgets pane on the right side.
Revamped Widget Pane with ‘Gallery’
Earlier, it was easy to miss the Existing and Templates within the widget pane.
This update also sees the Widget pane get a new look that makes it easy for you to add a new widget from Gallery or create one from scratch. Gallery offers options for popular widgets, templates and even a custom gallery
Resize Widgets in all directions
We now give you flexibility to resize widgets in any or all four directions instead of just the bottom right!
More granular sizing
We’ve improved the granularity of our grid sizing so you can have more control over the number of widgets you can add and also their sizes.
Expand mode for Widgets
You can now expand a widget from the Report page and also edit the expanded widget.
Quick edit and switch between widgets
You can now edit widgets with a single click in the report-view through the side panel for chart configuration and also switch between widgets in the same screen.
#2 Slice and dice with ease
Slicing and dicing data to get valuable insights is one of the most distinguished features of Freshworks Analytics. We’ve upgraded its capabilities further to make it an even more delightful experience than before.
Filtering options (like Drill Down and viewing Underlying Data) from Report page
You can now filter data using Drill Down and View Underlying Data right from the report page instead of having to open a widget separately.
#3 Collaborate seamlessly
Collaborating with your team-mates is going to be easy as a breeze with these improvements:
Sharing options (like Export and Schedule) from report page
We have introduced collaboration capabilities like ‘Export’ and ‘Schedule’ for a widget directly from the Reports page. Even better, they are a single-click away.
Enhanced Presentation Mode
Earlier the presentation mode offered a full-screen display, but there was no option to control the duration. You now have a lot more control over your presentations in the Presentation Mode. You can pre-set timings like 5,10,15,30,60 seconds when presenting. You can pause, skip to a particular page or even return to report view anytime during the presentation.
#4 Navigate effortlessly
We also have a host of enhancements for a make navigation and feature discoverability a smooth experience:
Instant Navigation between reports
Accessing your existing reports just got much easier with our new ‘Instant Navigator’. You can access this by clicking on the hamburger icon on the top left navigation bar at any point of report building. You can use the instant navigator to create new reports, search for existing reports and also filter and sort reports.
Minimalist top navigation bar
Earlier, the top navigation bar had a lot of icons making it overwhelming for users:
We have now taken a cleaner and minimalist approach for our top navigation bar with options re-categorised under drop-downs.
Contextual information on side panel
Earlier there was a standard display on the side panel for the report page or widget page.
With this update, the side panels get a overhaul as well with contextual edit options depending on whether you have selected a chart widget, text or image widgets, a group of widgets or no widget at all.
We hope these new updates make your report building experience simpler and faster and we hope to bring many such updates in the future too!
Have a delightful data analysis experience!