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Home November 2020
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November 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.

Learn more tips & tricks for using dashboards

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.

Learn more about managing reports

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.

Get started with dashboards & reports

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. 

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Last updated December 9, 2020.

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