Sometimes you want your report to have a little more pizazz. Click in a column while building a report and you can search for a new data point you’d like to display. With the new Report Builder 3.0, you can make those adjustments yourself with Dynamic Tags. In the past, you would have had to request a new version of that sub-report, and Orion’s development team would have gotten to work. Simply click a sub-report, then drag it to a new location to reformat your page and give it a style all your own.Īt some point in your Orion report-building career, you’ve probably seen a sub-report that you liked, but you wanted to swap out one of the columns for another data point.
We’ve extended that focus to how you format sub-reports to fit together on each page. You may notice a theme throughout this post about the new Report Builder’s ease of use. The data within the column will also dynamically adjust to fit the new dimensions. It’s as simple as clicking and dragging from the edge of a sub-report to where you want the column to reside on the page. In Orion it’s always been easy to add the sub-reports you want and to position them in the right place, but Report Builder 3.0 makes it even easier to get the exact look and placement you want.ĭynamically changing the width of sub-report columns can now be done on-the-fly with on-screen actions. Here are the top five Orion Report Builder 3.0 features (in no particular order) we can’t wait for you to experience when the app goes live in December 2018. The new Report Builder consolidates our reporting suite into a single app, includes new features to make custom report creation time-efficient and intuitive, and empowers you to provide more individualized client experiences. Your clients receive personalized experiences everywhere they go and they should get the same from you-their financial advisor-as well. Your Netflix account learns what types of shows you watch regularly and adjusts its recommendations to better fit your viewing profile. If you have a Google Home device in your kitchen, it recognizes your voice versus your spouse’s voice and tailors its answer appropriately. With the role that technology plays in our lives every day, the need to personalize experiences has become not only commonplace, but expected.