October 2020
Tell a Story With Customized Reports
When it comes to displaying reports, we’ve realized that one size does not fit all. Dashboard reports can now be resized to accommodate those that need more room to convey information (like graphs with a “group by” or table reports).
Let your dashboards tell a story, and lead with the heavy-lifters. Not all metrics are created equal, so make the most important ones BIG.
Take Note(s) of Insights
If you’re a fan of Post-It’s, you’ll want to take note of this new feature (sorry, we couldn’t resist). Notes that were created on reports now appear directly on those reports in dashboards.
Fewer clicks to insights? Nice.
You can use notes in dashboards to help other stakeholders in your organization understand key takeaways from reports. Or use them to add helpful context when looking at a shared report.
Table Views in Dashboards
Your dashboards support line graphs, pie charts, bar graphs…and now tables! With table views in dashboards, you can pin a report (saved analysis results) as a table to get quick insights from listed data.
This is helpful for keeping close tabs on lists of unhealthy accounts or top performing features. If you’re a customer success manager listing out accounts by activity, you can easily identify the inactive accounts that you need to track down to re-engage.
Bulk Up on Invitations
Now you can invite everyone to the analytics party! With bulk invitations, you can add multiple teammates to your company’s Heap account at the same time — the more the merrier.
But wait — we made it even easier. You can also copy a list of emails, paste them directly into the email input field, and voilà! Your teammates practically invite themselves.
