iFrame Reporting Walkthrough

Overview

Embedded within Ui.Marketing, this feature significantly enhances the efficiency of filtering processes within the application, streamlining user workflows.

Our robust saved views functionality enables users to craft a multitude of customized views based on their filtered data. Currently, this feature is seamlessly integrated across various modules, including orders, line items, and proposals, facilitating tailored insights across different aspects of the platform.

However, while users can create and save their personalized views, the current functionality restricts sharing options solely to individual users. Expanding on this feature to enable seamless sharing among teams or specific user groups could further enhance collaboration and productivity within the application.

Video Demo

Walkthrough

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