BrightManager is pleased to announce the following updates made on our platform.

Release Summary

We’re pleased to announce a major redesign of the Insight Module landing page, aimed at delivering a more intuitive and efficient reporting experience. As the first page users see upon entering the module, the new design has been crafted to be inviting, easy to navigate, and functionally rich.

Key Enhancements:
1. Report Engine
To streamline the report-loading process, users can now pre-select filters before opening a report. This improvement allows reports to load directly with the relevant data—eliminating the need to wait for a default version and then apply filters manually.

2. Saved Reports Management
A new Saved Reports hub is now available on the landing page, enabling users to search, view, and manage their saved report versions. This makes it easier to access frequently used reports without needing to reapply filters each time.

3. Enhanced Side Menu Panel
The side menu has been fully redesigned to improve navigation across the Insights module. It now includes the following options:

• New Report – Directs the user to the Insights Landing Page to begin a new report.
• My Reports – Contains saved report versions created by the user, allowing for quick access and loading from any report page.
• Shared Reports – Displays saved report versions shared by other team members within the practice, also accessible from any report page.

These updates enhance both usability and efficiency, making it easier for users to interact with and manage their reports within the Insights module.