Project Description


Our March release included a wide range of improvements to the look and feel of Workbooks, as well as enhancements to functionality.

Join our Training and Enablement Manager, Jean Hardie-Matthews for this webinar to find out more about:

  • The timeline view on the summary tab
  • A new way to view grids on tabs and landing pages
  • Bringing your views to life by uploading user profile pictures
  • Sorting views by columns that aren’t displayed
  • Generating dial charts that automatically use the targets and ranges specified in the underlying report
  • Showing lists of records related via a Dynamic Linked Item (DLI) on a tab.  For example a list of subsidiary organisations
  • The tickets tab on events and orders
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