OVERVIEW

Libraries 2.0 introduces an enhanced and more efficient experience for managing reports and packages. The updated interface includes improved search, sort, and filter capabilities, a Description field for adding helpful keywords, and new tools such as Multi Pin and a redesigned Package Editor to save time and streamline workflows.

KEY FEATURES

Enhanced Filtering

Libraries 2.0 makes it easier to find exactly what you need with refined filtering options:

• Use the Report drop-down to select a report.

• Choose the Report Type and set a Date Range.

• Specify whether you want a Native (N) or SCoA (S) version.
  Only reports matching your criteria will display, improving search accuracy and efficiency.

Dynamic Report Icons

Report icons now include visual previews of the report’s content. This enhancement allows you to quickly review styling and layout before opening the full preview—helping you identify the right report faster.

MULTI PIN

With the new Multi Pin functionality, you can now pin multiple reports or packages at once:

1. Click Multi Pin and select the reports or packages you want to pin.

2. Use filters to refine your selection if needed:

3. Check the Pin Selected boxes next to your desired items.

4. Click the Pin Selected button and mark the reports or packages you want to pin by checking the corresponding checkboxes.

5. Click Save to confirm.

Your pinned reports and packages will appear under the Pinned tab for quick access.

PACKAGE EDITOR

1. Click the green Create button on the right side of the screen.

2. Use the filtering options to locate and select reports to include in your package.

3. Click Save, give your package a name, and it will appear under the Mine tab for future use.

________________________________________________________________________________________________________

Have Questions?
We're More Than Happy To Help

Schedule a Call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

Schedule an Appointment with Customer Success