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See more insights details directly in the grid More flexible support for multi-value insights Filter more efficiently with select all, pagination, and saved views |
Wealth Data Platform
See more insights details directly in the grid
If you use the Wealth Data Platform, the Insights grid provides you with a clear list of insights with direct access to appropriate actions. In the past, you had to open each record individually to see the details. Now, we introduce the ability to see more insight details on the grid, if you want to.
To see more details, use the new view selector to toggle between the detailed view and the standard view.
More flexible support for multi-value insights
Sometimes insights have multiple threshold settings. To streamline your processes, we updated the Thresholds section of Insights Settings to provide more flexible support for insights that use two values. Admins can now configure each value independently, including setting the direction control for each threshold.
Filter more efficiently with select all, pagination, and saved views
When you're trying to find a record, the filter is your best friend. This release, you'll benefit from a few filter improvements that will make it more efficient than ever to find what you're looking for.
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Select All. Save time when you need to choose all the filter options with the Select All option in filter list. You can more quickly select multiple returned values, selecting and clearing as needed. The option appears for filters with up to 100 available values.
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Filter pagination. For filter fields with more than 100 values, the list now includes a paginated Load More option to improve performance. The filter also displays a count beneath the field, showing you the number of selected values compared to the total available values.
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Filter indicator. The consistent filter indicator design makes it easier to identify applied filters and view the number of selected values for each filter.