May 2024 Release Notes pt 2

Release Date: May 28, 2024

🆕 NEW FEATURES

Reports Module + Filtering Reports

The Reports module allows you to seamlessly create comprehensive reports by combining data from various modules within the platform. Whether you need Session Reports, Contact Reports, Group Reports, or Evaluation Plan Reports, this guide will walk you through the process of generating and customizing reports for your specific needs.

Filter fields within your custom reports to access only the relevant data needed within your exported file.

Terms and Conditions Agreement within Session Submission Form

Within the Session Submission Form, new submitters will be required to accept Sessionboard's Terms and Serviceand Privacy Policy to create an account and complete the event submission form.

 

 

🛠️ FEATURE IMPROVEMENTS

Direct Access to Portal Criteria & Task Assignment

Admin users can easily access the portal criteria (filter setup) or task assignment page for portals by using the buttons: Edit Criteria & Edit Tasks.