Experience the future of GUIDEreports
You need insights that move as fast as your business. That’s why we’ve reimagined our reports from the ground up to give you the visibility you need. Here is what the new GUIDEreports Reporting Suite offers:
Real-Time Data: No more waiting for syncs. See exactly where your projects stand the moment changes occur.
Intuitive User Experience: We’ve swapped complexity for a user-friendly interface that lets you build and view reports faster than ever.
Actionable Visibility: Identify bottlenecks instantly, pinpoint opportunities to improve your process, and confidently scale your operations.
How to Get Started
This new reporting experience is available exclusively on GUIDEcx 2.0.
We know how critical reporting is for your teams. All your data is safe and continues to be fully available in the GUIDEcx 1.0 Reporting Experience.
🚨 If you and your team would like to explore GUIDEreports, chat into support. We will let you know if your team qualifies for the closed beta.🚨
Please note that not everyone qualifies for this closed beta. We are looking for constructive product feedback to better understand functionality gaps and provider use cases that we can prioritize engineering efforts around.
Once selected, navigate to GUIDEcx 2.0 and follow these steps to see the all new GUIDEreports:
Navigate to the "Reports" tab to explore the new interface.
Choose which set of standard reports you would like to access. Read about the currently available standard reports here.
Click here to learn about Task Management
Click here to learn about Projects Overview
Click here to learn about Customer Engagement
...and wait? There's more?!?
This is a beta so we're still building this feature out, if you want to see specific widgets or standard reports please review how share feedback directly with the team here.
Or try out building your own reports with available widgets by clicking “New Report” in the top right corner. Learn more about report building here.
FAQs
I need to run a report for my team and GUIDEreports doesn't have everything I need. Where can I get that data?
We know how critical reporting is for your teams. All your data is safe and continues to be fully available in the GUIDEcx 1.0 Reporting Experience. Just navigate back to 1.0 and click on reporting - all your reports and data is found there.
(It's also worth noting that you can alway try building your own reports with the widgets that are available in GUIDEreports - just so you can see what you're in for 😉)
I'm not seeing any 1.0 data in the GUIDEreports. Is that expected?
Yes - the team is currently working on connecting 1.0 data into GUIDEreports and that should be made available later this year.
I expected more standard reports. Are there plans to make the standard offering more robust?
YES! This is a beta, which means this is not your finished product. We plan on iterating on this experience, but we need your help to prioritize which standard reports get built out first.
Please review how to send us your feedback below so we can hear what the people want and potentially add it to future iterations of GUIDEreporting.
I want to customize the available filters and widgets. Is that possible?
YES! This is the type of feedback that we want to hear! Please review how to send us your feedback below so we can review it and potentially add it to future enhancements!
I want to see what kind of access is granted to each license type. Is that documented somewhere?
YES! You can see here what each license type is able to do with GUIDEreports here.
I didn't get selected for the closed-beta, now what?
Thank you for reaching out to support and applying! We understand that you'd like to check out the all new GUIDEreports, but we feel like it just isn't ready for you and your team...yet. If you'd like to be included as we expand the closed beta group, please review all the documentation and be active in the community beta group!
Send Us Your Feedback!
We are building the future of customer onboarding, and your feedback during this beta phase is invaluable. Please share your feedback in our community in the Reporting 2.0 Beta group!
Once signed into the GUIDEcx Community follow these steps to provide feedback, ask questions, and share enhancement ideas:
Click this link to open the GUIDEreports group in our community. Remember that you must be signed into the GUIDEcx community FIRST, otherwise the link won't work. (We know it's weird, but we want your feedback there please! 🙏)
Review what others are saying! Please don't hesitate to comment and share which ideas would be most impactful to your team's reporting needs! This will help us prioritize what gets built out.
Don't hesitate to post, if you don't see something you're looking for. Chances are someone else is thinking the same thing.
Thank you so much to everyone who's willing to share feedback and help us evolve this part of GUIDEcx! You are what makes our product great! 😊
❤️ The entire GUIDEcx Team