November 19, 2021

Reports

This week we have released Reports, which has been one of the most requested features from Compliance Officers! You can now generate downloadable, editable, reports containing details from any Paper Trails, saving you copious hours searching around for what happened and when.

This new feature enables you to:

  • Select specific Trails to include in a report, which you can name and download as an editable docx file
  • View and download all previous reports on the Reports page
  • Showcase your team’s work for stakeholders in easily shareable reports that take just minutes to produce

We’ve also added a toggle where you can view closed Paper Trails on the same page as the live ones. As a result, we’ve changed the name of the “Dashboard” page to “Paper Trails” and deprecated the previous list view.