Your app dashboard has been renamed to Home and is the first icon in the table bar.

Classic New UI1

Classic vs. new UIPrimary navigational & visual differences

If your role has sharing permissions, “Users” is now prominently displayed as a table for easy access.

Classic New UI2

Classic vs. new UIPrimary navigational & visual differences

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Classic New UIInstead of in a dropdown, reports are on the top left under the table name after you’ve clicked on the table icon.

The Recent quick link has been relocated to from the upper left to the upper right of the page. Classic New UI

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Note: Alerts have been added to the navigation bar as well

Note: Common reports were formerly named Shared reports.

Sections can now be collapsed and expanded to optimize page layout and space and reduce scrolling.

Classic New UI5

Classic vs. new UIPrimary navigational & visual differences

Key action buttons have been relocated to top right had side of the screen and stay on screen when you scroll.6

Classic New UI

Recently accessed reports are displayed. Shared reports have been renamed Common and Personal reports are now labeled Mine. Search box and report type iconography makes it easier to find the report you want.

Classic New UI7

Classic vs. new UI Primary navigational & visual differences

Your personal reports and emails can be managed via the profile menu on the top right of the page.8

Classic New UI

Intuit Proprietary & Confidential

Instead of Advanced find, you can now type to search and filter onscreen to find records in specific tables.

Classic New UI9

Classic vs. new UI Primary navigational & visual differences

The Find in All Tables feature has been relocated from the upper left to the upper right of the page and streamlined.

Classic New UI10

Intuit Proprietary & Confidential

Classic vs. new UI Primary navigational & visual differencesThe Import/Export feature has been relocated to the Home page of your application.

Classic New UI11

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Classic New UINow you can search and access help, support and community from within product.

Intuit Proprietary & Confidential

Adding new tables to track additional info is now even easier, and helps you select a new icon for it.

Classic New UI13

Classic vs. new UIBuilder changes

The Customize actions have been consolidated under the Settings area for consistency.14

Classic New UI

Table’s Landing Report uses the Default Report. Comprised of the first 10 fields set to Default in Report.

Grouping, Field Properties, New table based on this field all accessible via column’s

Drag Columns to reposition

Table Landing Report

Clicking column heading sorts on that field

Columns can be easily set by choosing More -> Set Columns for this List.

This takes you to the fields screen for the table where you can reposition and set fields shown.

Filtering via Facets, dragging columns, or grouping will prompt to save as a new report or enter report builder to customize.

These changes will NOT overwrite the default report shown in the landing page.

Below are examples of some of the behavior customers may see on the table landing report.

No Records added to table yet

Table Landing Report

For performance reasons, we only display the table report when there are up to 10,000 records in the table.

When there are over 10,000 records, we display the advanced find and open the reports panel instead.

Faceting Rules

Faceting Field Types• Text multiple choice• User (NOT List User)• Date/Work Date• Date/Time• Checkbox• Lookup of plain text or any of the above fields• Reference/Reference Proxy

For a field to show as a filter it must..

• Be of the supported field type

• Have both the Default in Reports and Searchable properties checked

• Be within the first set of 10 fields in the default report. From those ten fields, the first 5 applicable fields are used

We display up to 60 values in the filter list. After 60, we show an “All Choices” option which opens a new window containing all available selections.

Here you can select multiple values, or search the selections the same as you would in a <60 filter set.

Faceting Rules

For performance reasons, when a field has over 200 values the field cannot be used for faceting.

Facets are collapsible and retain their position upon leaving and returning to the page.

This is user specific.

Choosing multiple values in the same category acts as an ‘OR’ condition.

Choosing a filter in an additional category becomes an ‘AND’ condition.

Search box only searches across the fields shown in the report landing page (default report)