Certa Release: New Features & Enhancements

New platform features

Schedule report

Users now have the option to create a recurring tabular report export by clicking on the ellipsis at the top right of a tabular report and selecting Manage Subscriptions. This will open a modal where the users will need to create a subscription and fill in the requisite details like subscribers, frequency of report export, and date-time of report export. Subscribers would be receiving emails with report export at the scheduled time and frequency. To enable this feature, Can change Scheduled Report Export and Can delete Scheduled Report Export permissions need to be added for relevant users.

Certa tabular report with the options menu open and Manage subscriptions highlighted

Manage subscriptions window with an empty list of subscriptions and a Create subscription button

Platform enhancements

Date range aggregation

Users can now aggregate chart data across a wide range of time periods like Week, Month, Quarter and Year. Users can either select the Created At option, or the date / naive date fields in the X-axis dropdown within the reporting UI, and then select an appropriate aggregation option from the adjacent field.

Chart builder with the X-axis grouped by year, previewing a stacked bar chart of CO2e emissions by Scope 3 category

Enhanced field reporting availability

Users can now report on Process Level attributes like Status, Created At etc., and Step Level attributes like Initiated At, Completed At etc. while creating charts. These options can be accessed from the X-axis dropdown in the UI.

Chart builder X-axis menu listing step attributes such as Initiated at, beside a line chart of counts by month

Filter system fields

Users can now filter the system fields while creating a dashboard chart/report by ensuring that the is_filterable attribute is set to True.

Custom filter condition in a report builder, with a system field highlighted in the field dropdown

Redesigned tabular report column operator

The operator in the tabular report column has been redesigned to be displayed at the bottom of the column for better readability.

Tabular report with an operator at the bottom of each column and a menu offering Minimum, Maximum and Sum

Workflow details visibility in drawer

Users can now see the name of the workflow, swimlane and the step at the top of the drawer header for better user experience.

Task drawer whose header shows the workflow, swimlane and step as Draft > Employee Details > Step 1

Dropdown menu UI improvements

We have migrated dropdown components. Users will now see updated UI like an improved font style, and the selection background color.

Updated dashboard dropdown menu with Edit dashboard, Activity Log, Change Arrangements and Delete options

Instance settings availability

Platform users can now also access the Instance Settings modal from the Avatar dropdown, apart from the Studio. This will facilitate users in better managing their Brandings, Integrations and Users on the platform. This can be enabled by adding the Can access admin settings permission to relevant users.