October 12, 2016
This release significantly expands reporting capabilities with the addition of a powerful new event based report feature, which can be used for any event type. In addition, enhancements have been implemented that improve company search functionality, hyperlinking in events and functionality for resellers. To enhance the user experience in response to user feedback, alerts have been removed from company timelines. Several important bug fixes were also applied.
New Event Reports
This new feature allows you to generate a digest of all events of a particular type that are present in company profiles in a particular list. You can also specify the date range, if desired. As always, you can only access events you have permission to view.
- A report that shows the submission details of all Quarterly Report events submitted for companies being monitored in a particular list. The report will indicate which events have documents attached, but the documents themselves remain secure, and must be accessed via the company profile or your document repository.
- A report showing a journal of comments privately entered by you in a Contingency Plan event for all companies being monitored in one of your lists.
- A report showing the the status of all Motor Carrier Safety Rating events submitted over the past week for trucking companies being monitored in a particular list.
You can select the event report at the bottom of each monitoring list in your portfolio.
Changes in Alerts
In order to clean up company timelines and optimize them for viewing new event submissions, alerts have been removed from the timelines. Alerts will remain accessible via the “My Alerts” pulldown menu and continue to be sent via email and appear in reports.
Other Resources and Links
To view our full User Guide and access our searchable Knowledge Base, please visit our Zendesk .
To research a company, sign up for a Free account, or sign in to an existing account please visit G2Link .
To inquire about our services or ask questions about this release please email email@example.com .
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