Managing your business data through dashboards and reports should be simple and efficient. Now, your chosen date ranges and filter settings will stay just as you left them—no need to adjust things every time you return or refresh your view.

📌 Why This Matters

When running a small business, time is valuable. Having your dashboard and custom reports remember your preferred settings means you can focus quickly on the insights that matter most without the hassle of resetting date ranges or filters each time. Plus, when you share reports via email, the recipients see the exact info you intended, even if you change settings later on.

✨ What’s New

• Dashboard Settings Save Automatically: The date range you pick on your dashboard sticks with you for all future visits, saving time and reducing frustration.
• Filter Options Remembered: Dropdown selections, like pipeline or category, save per user and won’t reset to defaults unexpectedly.
• AI Summary Matches Your Choice: The AI-generated insights now correctly follow your selected pipeline or filter instead of defaulting elsewhere.
• Duplicate Dashboards Keep Your Settings: If you copy your dashboard, your date ranges and filters go with it—making setup easier.
• Comparison Date Ranges Added: Easily compare data over different timeframes directly on your dashboard or reports.
• Report Email Snapshots: When you email a custom report, the snapshot reflects the settings at that moment so later changes won’t confuse your recipients.

🛠️ How to Use It

1. Step 1: Set your preferred date range and filters on your dashboard or custom report.
2. Step 2: Your selections save automatically—refresh or return anytime, and your view is ready.
3. Step 3: When sharing a report by email, the recipient will see the exact data snapshot you had when sending it.
4. Step 4: If a filter option you used is removed, the system will automatically select the next available option so you’re never left with empty views.

💡 Pro Tip

By letting your dashboard and reports remember your settings, you can spend less time on setup and more time on making business decisions that drive revenue.