New Data Formatting: Polished Reporting at Your Fingertips

We’re making it easier than ever to transform raw data into presentation-ready insights. With our latest update to Data Grids and Pivot Tables, you can say goodbye to complex SQL workarounds and hello to professional, formatted reporting in just two clicks.

What’s New & Why It Matters

  • Native Currency & Percentage Support
    • The Update: A new Format button is now available directly within the UI for Admins and Analysts.
    • The Value: No more “imaginative” SQL tricks to get your ROI to look like a percentage or your Pipeline to show as currency. You can now apply these formats natively, saving time and reducing the margin for error in your SQL scripts.
  • Persistent Formatting
    • The Update: Once you select your desired format from the dropdown, you can save the change to your view.
    • The Value: Ensure consistency across your dashboards. Once a column is set as a dollar amount, it stays that way for every stakeholder who views it, ensuring your data is always interpreted correctly.
  • Universal Application
    • The Update: Available across both standard Data Grids and Pivot Tables.
    • The Value: Whether you are auditing individual leads or analyzing high-level attribution trends in a pivot, you have the same granular control over your data’s visual output.

How to Get Started

  1. Open any Data Grid or Pivot Table in the Widget Builder.
  2. Click the Preview (Data Grid) or Configure Pivot (Pivot Table) button.
  3. Locate the new Format button in the column header or toolbar.
  4. Select Currency or Percentage from the dropdown menu.
  5. Click Save to lock in the formatting for your view.