Don't flip the switch until you read this!
The Grid Report Survival Guide
Grid Reports were recently released, and while they bring some seriously cool features, they also bring some important changes that could impact your workflows.
This guide will help you navigate the rollout safely.
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12 pages packed with checklists, decision frameworks, and pro tips!!
- The Cool New Stuff:
There is a lot to love about the new Grid Reports! - Report updates without leaving the report view
- Drag & pin columns
- Expanded filter options
- Sticky column widths
- No Pagination
- Bulk delete control
- AND MORE!
- All About the New Grid Reports:
What you need to know about the new Grid Reports - Where You Can Use Grid Reports
- The Rollout: Existing vs New Apps
- Permissions: Who Can Do What
- Grid Report Cautions
- ManagingĀ Your Implementation:
Critical information for understanding how Grid Reports will impact your workflows - Should You Enable Grid Reports?
- Pre-Implementation Checklist
- Implementation Game Plan
- More Information for Success
Additional useful information for your Grid Report implementation - What's Coming Next
- Pro Tips
- Shortcut Keys
- What to do if you are still worried
- More Resources