Matrix Support

Notes for July 8, 2020


  • Your Favorite Reports can now be organized into folders! From the reports landing page, you'll notice a new left folder navigation where you can create, edit, and delete folders. The cherry on top has to be that you can also drag and drop your reports from the right side of the screen to a folder on the left side of the screen, making it a quick process to get started and maintain a clean flow for the future. Get those "End of Quarter" processes grouped up and separate your Financial reports from Activity reports today!


  • Corrected an issue that prevented some hierarchies from displaying when running a report from a List Builder Account List

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