Varicent Sales Performance Management Documentation

But wait, there are still more improvements to Presenter Adaptive!

In this release, we've brought data editing into Presenter Adaptive. When adding a table to a Presenter Adaptive report, you can allow editing on columns. You can also add a row input form, a new type of object, which allows users to submit new rows of data into a table. For more information about enabling data editing in a Presenter Adaptive report, read: Composer table editing in Presenter Adaptive.

We've also added Presenter Adaptive reports to the list of objects that can be added to a process list. Adding an editable report to a process list can also provide a convenient way to allow admin users to edit or submit data without having to find the table in Composer. For more information about using Presenter Adaptive reports with Process Lists, read: Adding tasks to a process list.

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We've also added a lot more options for styling your reports! Go to the Style tab to format your charts, tables, and row input forms to best suit your needs. You also now have more control over how tables and charts render in the Sales Portal if there's no data to show. You can choose to show a placeholder message or hide the object completely.

Previously, Presenter Adaptive had only one export option: export to a PDF file. Now, you can enable Export to Microsoft Excel on individual tables so Sales Portal users can download the information they need.

Last but not least, we've also made improvements to filters to make them easier to apply and work with. Now, you can apply up to 2 text-based rules to basic filters. For more complex filters, you can still use an advanced filter. All operators are now text-based and include more options than before.

You can read more about all of these new options here: Adding charts to a Presenter Adaptive report, Adding tables to a Presenter Adaptive report and Adding filters to a Presenter Adaptive report.