Enhanced Analyze Reports Overview

Enhanced Reporting offers powerful new ways to visualize your data and make faster decisions. Watch this 30-second walkthrough to discover what's possible—you'll be generating insights in no time.

 

Enhanced Standard Reporting Availability 

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Enhanced Reporting delivers significant performance improvements to BOLD Analyze reports, including faster processing speeds, extended historical data access, and improved reliability.

Your Data, Unchanged: Enhanced Reporting upgrades the technology behind your reports, not the data in them. Your columns, metrics, and report structure remain exactly the same. Custom reports are not part of this rollout and will continue to work as they do today.

 

Key Features and Improvements

Performance Enhancements:

  • 90% faster processing provides completed reports in seconds
  • Extended historical data accessing 5+ years of data in a single report (vs. 1-year limit)
  • Data refresh approximately 5-minutes for near real-time insights
  • Enhanced stability and performance provide seamless reporting
     

User Interface Updates

  • Auto-load reports: Reports now automatically populate with default date parameters—no need to manually select dates or click "Run Report"
  • Streamlined filters: Cleaner, more intuitive filter interface for easier data analysis
  • Improved export access: Export functionality relocated for easier access
  • Modern design: Updated visual interface for better usability
     

Saving Your Filters

Enhanced Reporting remembers your last-used filter settings automatically. When you return to a report, your previous selections are pre-populated so you can run it again without starting from scratch. You can also set an adjustment of filters as your new Default Filters, or create Bookmarks.

For filter combinations you use regularly, you can save them as named bookmarks:

filters.png
  1. Configure your filters as needed and run the report.
  2. Select Bookmarks from the filter panel.
  3. Enter a name for the bookmark and select Save.
  4. Access saved bookmarks from the same Bookmarks option.

 

Training and Resources

  • Watch our 30-second overview video to see Enhanced Reporting in action
  • View the recorded webinar Enhanced Reporting Unveiled to learn best practices and advanced features
  • Individual report guides are available in our Knowledge Base under Analyze > Enhanced Reports
     

Sharing Reports

How you share reports depends on whether your organization has INSIGHTS. Both options start the same way: duplicate the report, configure it for your needs, and distribute it from there.

Capability All Users INSIGHTS Users
Duplicate a report ✓ Available — create a personal copy to configure independently ✓ Available
Share with a team member Manual report export and share ✓ Share directly with named team members from within the report
Schedule automated delivery Not available ✓ Schedule reports to run and deliver automatically
Email reports from the platform Not available ✓ Email reports directly without exporting first

 

Note: Interested in INSIGHTS? Contact your CSM to learn more about upgrading.

 

Top Used Reports - Available as Enhanced Reports

The following list provides easy links to our guides for the top used reports. Search in our Analyze > Enhanced Reports category for additional reports as they become available.

Enhanced Reporting Delivers

With access to over five years of historical data, delivered at lightning-fast speeds, Enhanced Standard Reporting is ideal for analyzing multi-year workforce trends. In addition to these benefits, INSIGHTS users also gain expanded sharing, scheduling, and customization features for effortless report distribution across teams.
 

Coming Soon

The remainder of Standard Reports will be added to Enhanced Reporting throughout 2026. Watch our product releases for updates.

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