Introducing Helpful Tooltips for Form Options

Now, when you’re presented with options to select from, you can hover over each option to reveal an inline tooltip that unpacks any acronyms or provides detailed explanations.

This feature is incredibly useful when dealing with complex regulatory matters like DAC6, AML, and other technical subjects where guidance and context are crucial. Instead of relying on external links for guidance, you can now access detailed explanations right within the form.

As an admin, you can add tooltips to a field via the form builder by clicking on the settings icon and toggling on the tooltip option. Note that tooltips are not available for every field type.

Enhanced Reporting Feature for Custom Time Periods

We are excited to introduce a powerful new feature to our report system that puts you in control of your data analysis. With this enhancement, you now have the ability to generate reports based on specific calendar dates, making it easier to analyze data for monthly, quarterly, or yearly periods. You can access this feature by navigating to “Reports” >> “Edit Report” >> “Filter” .