Dear community,
We are excited to introduce new enhancements to My Reports for MSP environments, designed to improve report management, consistency, and flexibility across organizational hierarchies.
Following are the new features
Inheritable View Templates
SOP administrators can now mark “My report” view templates as inheritable.
This means that:
- The template becomes visible to all underlying companies in the hierarchy
- Companies can use these templates to create reports within their own scope
Updatable Reports
Administrators can now create updatable reports that are linked to a view template.
Key benefits:
- Reports automatically reflect any updates made to the associated template
- Ensures reports stay aligned with the latest structure and data requirements
- Reduces manual updates and maintenance
Important notes:
- This feature works only with organization-level or inherited view templates
- For inherited templates, it is now possible to include a partner logo in the generated PDF reports
Limitations
- Previously created reports cannot be converted into updatable reports
- Once a report is created as updatable, it cannot be reverted to a non-updatable report