Ad-Hoc Report Settings UI Update
What – The Ad-Hoc Report Settings interface in the Reports module has been updated with a redesigned user experience that clearly separates PDF-specific settings into their own dedicated section. This improvement reorganizes existing configuration options without changing functionality, making it easier to understand which settings apply to on-screen reports versus exported PDF outputs.
Why – As reporting options expanded, it became less clear which settings affected PDF exports versus general report behavior. Separating PDF settings into their own section reduces confusion, improves usability, and helps users confidently adjust report configurations without unintended changes.
How
Navigate to Reports → Ad-Hoc Reports
Open or create an Ad-Hoc report and select Report Settings
Review the newly organized settings layout
Adjust general report settings in the main settings area
Adjust PDF-specific options within the clearly labeled PDF Settings section
Save changes as usual
Note: No existing report configurations were altered by this update; only the layout has changed.
Use Case – A user generating both on-screen and PDF versions of an incident summary can now quickly locate and adjust PDF-specific options, such as layout or formatting, without worrying about impacting how the report appears within the application, resulting in faster setup and fewer configuration errors.
Bulk Update Report Sharing and Edit Permissions
What – A new setting has been added to Ad-Hoc Reports within the Reports module that allows users to bulk adjust sharing settings for reports they have permission to edit. This enhancement also enables bulk control over whether other users can edit those reports, making it easier to manage ownership and access across multiple reports at once.
Why – Managing report access individually can be time-consuming and error-prone, especially during role transitions or staffing changes. This improvement streamlines permission management, helping ensure reports remain accessible and editable by the appropriate personnel without disrupting reporting workflows.
How
Navigate to Reports > Ad-Hoc Reports
Select the reports you want to update (only reports you have edit permissions for will be available)
Choose the bulk action to update Sharing Settings
Adjust who the reports are shared with and whether recipients can Edit the reports
Save your changes
Note: Bulk updates apply only to selected reports and do not override permissions you do not have authority to change
Use Case – A supervisor preparing to move out of their current role can quickly transfer access and editing rights for all of their reports to the individual stepping into the position. By updating sharing and edit permissions in bulk, reporting continuity is maintained without the need to manually reconfigure each report one by one.
Configurable Date and Time Display in Reports
What – The Reports module now includes a new column setting that allows users to choose how the date and time are displayed for Date/Time fields. This enhancement provides flexible formatting options so report columns can present date-only, time-only, or combined date and time values based on user preference, improving readability and consistency across exported and on-screen reports.
Why – Different reporting scenarios require different date and time representations for clarity and accuracy. Providing configurable display options ensures reports can better align with operational needs, reduce confusion when reviewing timelines, and support clearer communication when reports are shared or exported.
How –
Navigate to Reports and open or create a report
Select Column Settings for a Date/Time field
Choose the preferred Date and Time Display Format from the available options
Save the report to apply the selected format
Note: The selected format applies to how the data is displayed and exported, not how it is stored in the system
Use Case – When generating an incident activity report for review, a user can configure one column to display only the date for high-level trend analysis, while another column shows both date and time for detailed event sequencing, making the report easier to interpret for different operational needs.