New Custom Report Builder: UX Changes

This update includes changes to the new custom report builder, which will enhance the user experience of creating and editing custom reports.

Here is what’s new:

1. The report name is editable without needing to click on an edit icon.
2. The dataset selector (Employee, Applicants, and Benefit Elections) is now a separate dropdown menu. Once you select a dataset, you can continue to choose fields that will appear in the custom report as columns in real-time.
3. Lastly, the sort and group options are now icon buttons.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.