Why

Improve regulatory reports process by exporting the metrics into CSV and pdf files

How

• A new command, ‘Export Data’ is available in the ‘Quality Metrics’ page toolbar, which allows you to export the displayed data into:

  • CSV file – contains the tabular data information

  • PDF file – contains the tabular data information as well as the charts

• The exported files include provenance data to identify: when it was extracted, by whom & with what filters.

Why

Improve understanding by displaying record relationships

How

• A new tab, ‘Related Records‘ is introduced in the Records Insights view, which allows you to display the relationships between the selected record and its related process records and sub-records.

• Using the context menu you can select to display:

  • Embedded Records – display relationships to any sub processes (yellow color)

  • Related Records – display other process records linked to the current one (grey color)

  • The current record is displayed in blue color