Save Reports
To avoid applying the same filters and adding columns every time you want to view a specific report, we have introduced the ability to save your reports for easy access.
All saved reports are listed on the homepage of the Reports module. You also have the options to:
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Update a saved report
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Update and save as new report
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Delete a saved report
Ability to Add Title & Department Details of Users
Customer Admins can now track usage of the product by specific Titles or Departments by including Title and Department details against a user via the User Management Module.
Listing CRM Users in User Management
A CRM tab is introduced in the User Management module to show you a list of CRM users created dynamically when they first access the Pramata application from CRM.
Issues Fixed
| Issues | Fix |
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The “Find Contract by Products” report would throw an error when a user clicks Reset Filter and then tries to select a Product and clicks Apply Filter. |
The issue is now fixed. |
| In the “Export Clause Text” report, sorting is not working as expected for Contract Start Date and Pramata Number columns. | The issue is now fixed. |