Reportable Information Updated: Admin
Shresta Chemarla avatar
Written by Shresta Chemarla
Updated over a week ago

Fancy seeing you here! I have some great news. Remember when we overhauled Travels and made it a prettier, more functional version of itself? Well, guess what we did to Reportable Information? Updated it, of course! Keep on reading to see what changes we've made.

If you've read my Inbox Updates: Admin article or are looking at your inbox, then you may notice a bright green 'Notify' button at the top of the page. When you click on that button, it will populate all of the reportable information reports to choose from, as shown in the screenshot below.

Once you select a report type and you create a report, you will then be taken to the 'Reports' module. In the Reports module, you'll see all of the reports that have been submitted by users - similarly to how Reportable Information functioned previously. Now, however, when you click into a report, you may notice that it looks more similarly to the Travels or Visit Requests. There are attachment, comment, and history sections now available! That's right, you can now use the '@' function in comments to trigger email notifications for whomever you're talking to.

When you're looking at the list of reports, you will notice that there is now a 'Settings' button in the upper-right hand corner. Once you're in the settings, you will see a list of the reports that are available for employees to leverage. You can now render specific report types active or inactive! So, if your company does not need to log FOCI calls, then you can mark it inactive. This way employees cannot accidentally fill out the wrong report! You can do this by clicking on the checkbox(es) next to the report(s) you want to deactivate/activate, as shown in the screenshot below.

On top of activating/deactivating reports, you can click into a report and add additional custom fields. So, if you need more information than the provided fields for the Life Changes report, then you can add a new field! You can even determine the data type you would like to leverage, such as short text, long text, number, etc. You can also update the description of the report, so, if you need to add additional information or want to wordsmith the instructions, you can!

The final thing I'd like to point out is that you can now create new Report types! If there are reports that are specific to your company, then you can build them out by clicking on the 'Add a Reportable Type'. Keep in mind that this will still be different than Workflows. Adding a reportable type will allow your employees to notify you of what's going on. Whereas, in Workflows, there is a process that needs to be followed and executed.

If you have any questions, then please reach out to your friendly Customer Success team via the chat function!

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