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Dashboard and Advanced Reporting

Hello there,

We are constantly looking for ways to improve Datasnipper, and we believe that the best way to do this is by listening to our users. We would love to hear your ideas and suggestions for how we can make the product even better.

Whether you have a feature request or a general suggestion, we want to hear it all. Your feedback is valuable to us, and it will help us prioritize our roadmap and make sure that we are building the right things for our users.

If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

Dashboard and Advanced Reporting

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3 results found

  1. Add a count for users added in to the list of users in UMS

    Currently there is no count for the number of users added in the list of users.
    It would be helpful to add a number in front of each added user.

    16 votes

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    New  ·  0 comments  ·  Dashboard  ·  Admin →
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  2. Add Tools to the Document Viewer Pane

    Within the Document Viewer Pane, it would be nice to have a few additional tools rather than just the comment feature. 1) Standard set of tickmarks and letter connectors. 2) A calculator tape so if they are adjustments made after the original PDF Document was received, one could add those calculations to the existing file. Similar to the Adobe PDF Flyer calculator. (For example, you have a bank rec and then a client makes a reconciling adjustment after the factor and submits the journal entry to you. It would be nice if I could within the existing bank rec PDF…

    1 vote

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    New  ·  0 comments  ·  New Feature Request  ·  Admin →
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  3. Education Data in Dashboard

    It would be valuable to include learning data within the dashboard.

    Problem: Today it is not easy to understand which users have completed academy courses or attended training webinars. This is because this information is not available or I have to log in to other systems like the academy.

    Solution: Providing academy analytics along with webinar attendance on the dashboard would allow admins the ability to ensure users have completed the recommended education content.

    1 vote

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    New  ·  0 comments  ·  Dashboard  ·  Admin →
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