New Reporting Experience: Live Training Series

We've rolled out a refreshed Reporting experience — new look, new navigation, new report locations, and updated metric names. To help you get comfortable with the change, we're hosting a series of live training sessions.

Good news: you haven't lost access to anything. Your legacy reports are still available — this isn't a hard cutoff. These sessions are here to help you build confidence in the new experience and make the most of it.

Pick whichever time works best for you — all sessions cover the same content.

Each session walks through the new Reporting experience, what's changed, where to find things, and what the updated metric names mean for your day-to-day reporting. We'll close with live Q&A, so bring any questions about the new experience or how it applies to your reports.

Will I lose access to my legacy reports?

No, you will not lose access to the old reporting tab right away, but we do plan to sunset the old reporting experience early in the new year. We'll send communications ahead of that date so you're not caught off guard. In the meantime, we want to make sure this new experience is meeting your needs. Proactively start building out your templates in the new experience now, so when sunset day comes, you're already set up and ready to go.

I haven't started using the new Reporting experience yet, is that okay?

Yes, that's okay! That's exactly what this session is for, to show you how much easier it is to use the updated reporting experience and dashboards.

Do I need to do anything to prepare?

Where can I ask questions after the training?

We've added some supportive training materials here that will help with questions you may have. We suggest using this guide for a quick reference. For any other pending questions, please reach out to Support via Help Chat.

No problem, every session will be recorded, and we'll post the recording right here in this article afterward so you can watch anytime.