We updated Heeros PSA to a new version on Wednesday 29.05.2024. Here's what was fixed and improved:
New reports are here! 📈
A beta version of the new Heeros PSA reporting tool has been launched beside the old reports – you can now try the new tool out and give us anonymous feedback here. This new reporting tool is a complete overhaul of the reporting functionalities; more dynamic, more reliable and easy to use. This new tool enables many new ways to utilize the data from you Heeros PSA environment, here are some of the best bits:
View data in just the right format
New reports enable real-time viewing of data in just the format you need for your business decisions. Data will be provided to each reporting module in as raw format as possible, so you can group and filter rows with as many ways as possible. Each report gets a wide array of reporting dimensions that can be set as columns and visible on the report. Just pick the combination you need and group the rows by the columns you want. No more Excel hassle with each report – get the right data out directly from Heeros PSA.
Create and save your own reports
To mitigate duplicates and extra work, you can now create and save your reports for quick usage later; set up the report how you want it, give it a name and a description, and you can get back to it in no time. You can even pin your favorite reports directly to the top navigation, so opening frequently used reports happens with just a click.
Share your reports with others
To reduce duplicate work even more, we've enabled sharing your reports with other PSA users: when creating your report, just pick who you want to share it with. You can choose to share the report with the whole company, with certain teams or some individual users. The user the report is shared to will get a notification in their PSA Notification Center and in their e-mail, depending on their notification settings.
Create charts directly from the data
Need visual elements to support your presentations? Don't worry – going forward, you can generate charts in real time from PSA's reporting tool. Just select the values you want to visualize, and with just a few clicks you are able to download an image. Sometimes a picture really is worth a thousand words.
Export to Excel for further analysis
We'll admit it – not everything can be done in the interface of one PSA software. This is why we've improved the export functionality, so that you're able to export your reports in Excel or CSV format in just the format you have defined in the report view. You'll get out exactly the columns and groupings you have defined and need for your later work in Excel.
In addition you can: pin columns so they're always visible, filter data based on every column, sum up the grouped row data in multiple ways, view values in different currencies (if multiple currencies are in use), search for reports in the report gallery in multiple ways and much more!
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⚠️ Note! This is a beta version of the new reports, so initally data is only available for invoicing, hours, costs and projects. We're adding more reporting modules one by one, so eventually you are able to get out all of the Heeros PSA data you need for your business decisions.
New reports have their own new permissions – these permissions have been enabled for the Administrators permission group by default.
You can read more about the new reporting tool and its usage from Help Center: https://psahelpcenter.heeros.com/hc/en-us/articles/18349062123922
Give us anonymous feedback about the tool here: https://survey.survicate.com/276c01a63b0a9269/?p=anonymous