Reports release notes

New reports enhancements We have upgraded our Reports system to provide the following feature enhancements:

• Enabled PDF export for Dashboards and Presentations. Learn more
• Reinstated the option to toggle between chart and table view for a multi-chart canvas report on a dashboard.
• Enhanced the Image Manager to accept a broad range of image file types, including animated GIFs.
• Added the option to share a dashboard as a PDF via email. Learn more
• Added the option to save the current settings of the export panel for PDF.
• Added a button to exit full-screen mode for Present.

We have introduced a number of improvements to reduce the likelihood that Reports will time out as a result of having to process too much data. This includes improved filters that you can use before running your report, and limiting the number of projects per report. Learn more

Change in Report Readers role We have changed the permission level of Report Readers to read-only access. Report Readers can now only view existing reports, dashboards, and presentations. They cannot create or delete any components in the Reports app. Learn more

New reports enhancements We have upgraded the Reports app in the North American region (Canada and the United States). For the complete list of enhancements, see below.

New reports enhancements We have upgraded the Reports app in the Asia Pacific (AP), Europe (EU), and Australia (AU) regions.

• The Dashboard module has been completely redesigned to enable you to create infographic dashboards via a flexible, free-form canvas. Learn more
• The new free-form dashboard canvas layout supports the use of multiple content objects to create pixel perfect dashboard designs. Learn more
• Traditional static dashboard layouts have been retained and further enhanced.
• Many new widgets have been introduced on the dashboard canvas, like text, images, icons, filters, and action buttons. Learn more
• The Storyboard module has been replaced with Presentation. Presentation is a fully integrated presentation module designed for data-led communications. Learn more
• The entire dashboard canvas functionality has been shared in Presentation. This includes reports, text, images, icons, filters, and action buttons. Learn more
• Presentation slides can be designed and saved as themes to be reused for other presentations or individual slides. Learn more
• Filter objects can now be positioned freely on the dashboard and in the standard fixed locations, providing additional design freedom.
• The Dashboard builder now supports undo and redo for multiple changes on the canvas. Learn more
• A new Preview mode has been introduced to allow users to preview the dashboard and test out its interactions before publishing. Learn more
• A Properties Panel has been introduced that allows you to easily customize content objects with instant effect. Learn more
• The user interface for linking report interactions on the dashboard has been completely redesigned, making it simpler and more intuitive. Learn more
• You can now launch report editing mode directly from the dashboard so you can customize the report and return directly to the dashboard. Learn more
• You can now export reports into CSV format files from a dashboard. Learn more
• You can share dashboards without going into edit mode. Learn more
• Filters in Dashboard and Presentation have been enhanced.
• Enhancements have been made to make the filter linking process easier. You can now link filters through the filter panel in an easy-to-use setup. Learn more
• We've made enhancements to the overall user interface design and user experience throughout the Reports app.
• Adding KPI reports to dashboards has been deprecated.
• Exporting a dashboard has been deprecated.

North American region upgrades are expected shortly.

Custom date fields available in more Views The following fields are now available in the Actions and Actions by Entity Views for your reporting purposes:

• Project Planned Start
• Project Planned End
• Project Actual Start
• Project Actual End
• Project Planned Milestone
• Project Actual Milestone
• Objective Planned Start
• Objective Planned End
• Objective Actual Start
• Objective Actual End
• Objective Planned Milestone
• Objective Actual Milestone

Learn more

Issue SYS ID and URL fields The following fields are now available in the Fieldwork and Fieldwork by Entity Views for your reporting purposes:

• Risk Issue SYS ID
• Risk Issue URLs
• Control Test Issue SYS ID
• Control Test Issue URLs
• Walkthrough Issue SYS ID
• Walkthrough Issue URLs

Learn more

Custom date fields available in more Views You can now include the following fields in your reports, using the Archived Issues, Archived Issues by Entity, Issues, or Issues by Entity View:

• Project Planned Start
• Project Planned End
• Project Actual Start
• Project Actual End
• Project Planned Milestone
• Project Actual Milestone
• Objective Planned Start
• Objective Planned End
• Objective Actual Start
• Objective Actual End
• Objective Planned Milestone
• Objective Actual Milestone

Learn more

Updated field formats We have updated the formats of fields in the Results View to coincide with how fields are presented in other Views. Learn more

Additional system fields You can now include the following fields in your reports, using the Fieldwork or Fieldwork by Entity View:

• Parent Framework Control SYS ID
• Parent Framework Risk SYS ID

Learn more

Timesheets View The Timesheets View now includes the following objective fields: 

• Objective Name
• Objective Description
• Objective Reference
• Objective Owner
• Objective Executive Owner
• Objective Assigned Auditor
• Objective Location
• Objective URL
• Objective Assurance
• Objective Inherent Risk Score
• Objective Residual Risk Score
• Objective Created
• Objective Updated

Learn more

Issue Identified Date field The Issue Identified Date field is now available in the Action Items and Action Items by Entities Views.

Learn more

• Text wrapping is now applied automatically when you export reports to Excel. You can additionally specify the number of characters after which the text will wrap.
• If you have a Co-Display report that contains tabs, you can now export all tabs to Excel. Each tab is defined as a separate worksheet in the Excel file.

• Discrete time series option Configure chart data to be viewed according to discrete time junctions, rather than a continuous flow.
• Date format Change the date format within a discrete time series chart to display longer or shorter variations.
• Specify how to treat null values If your data contains null values, you can now specify how to represent gaps in time granularity for series and trends data. You can choose to break the line where there are gaps in time, skip over the missing values without filling in the gaps with any additional values, or treat each missing value as zero.
• Specify a Color field You can now represent a third data dimension in time series charts.

• Pie charts Configure pie chart settings to hide the percentage value displayed in pie chart tooltips.
• Line charts Add labels to line charts to print out the values of the data points.
• Treemap chart Configure treemap chart settings to display a maximum number of squares or the top x number of values you specify.
• Heat Grid chart Sort Heat Grid charts by series and add a dimension field as a tooltip.
• Axis style settings Configure additional settings for the horizontal and vertical axis in a chart, such as displaying tick marks on the axis, customizing the axis style, and showing labels displaying tick values.
• Customizable axis titles Customize horizontal or vertical axis titles on an Auto Chart.
• Legend style settings Configure additional legend settings, such as limiting the number of values displayed in the legend, defining the shape of items in the legend, and showing legend items for trends.
• Sorting by group order Sort chart data based on the same group sorting applied to the table in the report.

Date fields added to Views The following fields are now available in the Projects and Users and Projects and Users by Entity Views:

• Project Planned Start
• Project Planned End
• Project Actual Start
• Project Actual End
• Project Planned Milestone
• Project Actual Milestone

Learn more

The Reports system upgrade corrects the following reported issues:

• Reports marked as favorites are being duplicated in the dashboard side panel. (RPM-1074)
• Removing reports from the favorites list does not automatically update the favorites list. (RPM-1124)
• Report Readers can edit a report if they are assigned as an approver. (RPM-1154)
• Cross-site scripting (XSS) is stored in image manager. (RPM-1216)
• Font color remains black even on dark colored backgrounds. (RPM-1070)
• Configuring the font size for summary reports does not work. (RPM-1070)

Redesigned and simplified emails We have refreshed the design and content of our HighBond emails, making them simpler and easier to act on.

If you have specified a logo for your organization in Launchpad, the logo now displays in the footer of all system email notifications, which helps users identify that the notifications are from a legitimate source. Learn more

Issue sign-off fields Report on issue details, issue remediation, and issue retest sign-offs from Projects using any of the following Views:

• Archived Issues
• Archived Issues by Entity
• Action Items
• Action Items by Entity
• Issues
• Issue by Entity

Learn more

All Views prefixed with "ZZZ (Retired)" are now deprecated and no longer supported.

You cannot access any reports you previously built based on retired Views. Broadcasted reports based on retired Views will still run normally. Any reports you were actively using based on a retired View need to be re-built using a supported View.

• For a list of supported Views, see View reference.
• For a list of templates based on supported Views, see Copying reports and dashboards.

The following reported issues have been corrected:

• Unable to email reports to external stakeholders.
• Users can modify / delete the default Storyboard theme

We have upgraded our Reports system in the Asia Pacific (AP), Europe (EU), Australia (AU), and North America (United States) regions to provide the following feature enhancements:

• a redesigned user interface that supports a simpler experience for creating and formatting content
• easier and more comprehensive access to information about available Views, including the ability to see which reports have been built using certain Views Learn more
• an improved report building workflow that is visualized sequentially from left to right in the tabs of Report Builder Learn more
• a redesigned Browse page, which is now the Reports home page, that allows you to quickly and efficiently access and manage reports, dashboards, and storyboards Learn more
• the ability to drill through to a dashboard from a report Learn more
• options for exporting reports to new supported file formats, including .docx and .xlsx Learn more
• a new treemap chart that allows you to compare metric values to show hierarchical relationships Learn more
• new function fields that can be used in charts to include aggregate measures such as trends, averages, and variances Learn more
• improved color settings that allow you to apply custom colors to any metric on a chart (Note: previously applied custom cell background and border colors may be reset) Learn more
• the ability to apply aggregation functions to chart data independently from aggregation functions applied to fields in a table Learn more
• a revamped and simplified canvas creation experience that allows you to display multiple charts, text, and images on a single page Learn more
• updated default sorting of data in tables and charts
• null or empty string values are now both included in a chart or aggregation (previously, empty string values were ignored)
• terminology updates: categories and sub categories are now referred to as content folders and sub folders Learn more
• the Reports inbox feature has been deprecated

The Reports system upgrade corrects the following reported issues:

• Report cannot be removed from favorites from the Output tab. (RPM-859)
• Export to PDF with sections defined per page is not working. (RPM-985)
• XLS export only supports 256 columns. (RPM-926)
• Advanced boolean filter not showing options. (RPM-831)
• Field that has a null value in the sections list with a tabbed style does not work properly. (RPM-827)
• Calculated field returns error "Invalid type: BOOLEAN" in Report Builder. (RPM-878)
• Custom-named filters are changing names when user sets up pre-defined filters. (RPM-843)
• Column sorting under report formatting appears wrong. (RPM-821)
• Chart types names are localized inconsistently. (RPM-899)
• OR filters are being applied to a filter selector. (RPM-996)
• Unidentified users modified reports. (GRCPRD-1794)
• Editing a draft version of an active report does not work properly. (RPM-814)
• Advanced conditional formatting does not work properly. (RPM-763)
• Privately accessible dashboards are listed under public access on the Browse page. (RPM-762)

We have upgraded our Reports system in the Canada (CA) region to provide the following feature enhancements:

• a redesigned user interface that supports a simpler experience for creating and formatting content
• easier and more comprehensive access to information about available Views, including the ability to see which reports have been built using certain Views Learn more
• an improved report building workflow that is visualized sequentially from left to right in the tabs of Report Builder Learn more
• a redesigned Browse page, which is now the Reports home page, that allows you to quickly and efficiently access and manage reports, dashboards, and storyboards Learn more
• the ability to drill through to a dashboard from a report Learn more
• options for exporting reports to new supported file formats, including .docx and .xlsx Learn more
• a new treemap chart that allows you to compare metric values to show hierarchical relationships Learn more
• new function fields that can be used in charts to include aggregate measures such as trends, averages, and variances Learn more
• improved color settings that allow you to apply custom colors to any metric on a chart (Note: previously applied custom cell background and border colors may be reset) Learn more
• the ability to apply aggregation functions to chart data independently from aggregation functions applied to fields in a table Learn more
• a revamped and simplified canvas creation experience that allows you to display multiple charts, text, and images on a single page Learn more
• updated default sorting of data in tables and charts
• null or empty string values are now both included in a chart or aggregation (previously, empty string values were ignored)
• terminology updates: categories and sub categories are now referred to as content folders and sub folders Learn more
• the Reports inbox feature has been deprecated

The Reports system upgrade corrects the following reported issues:

• Report cannot be removed from favorites from the Output tab. (RPM-859)
• Export to PDF with sections defined per page is not working. (RPM-985)
• XLS export only supports 256 columns. (RPM-926)
• Advanced boolean filter not showing options. (RPM-831)
• Field that has a null value in the sections list with a tabbed style does not work properly. (RPM-827)
• Calculated field returns error "Invalid type: BOOLEAN" in Report Builder. (RPM-878)
• Custom-named filters are changing names when user sets up pre-defined filters. (RPM-843)
• Column sorting under report formatting appears wrong. (RPM-821)
• Chart types names are localized inconsistently. (RPM-899)
• OR filters are being applied to a filter selector. (RPM-996)
• Unidentified users modified reports. (GRCPRD-1794)
• Editing a draft version of an active report does not work properly. (RPM-814)
• Advanced conditional formatting does not work properly. (RPM-763)
• Privately accessible dashboards are listed under public access on the Browse page. (RPM-762)