Make the summary report easy to find in the report experience

Users have reported that they can’t find or easily get to the summary report in the new report experience. They want to open or print the summary and use it (e.g. when with clients or vendors) without digging through the full report. Right now the summary doesn’t feel easy to locate.

Why it matters: Agents rely on the summary for quick answers; if it’s hard to find, the report feels harder to use in real-world situations.

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Upvoters
Status

Canceled

Board
💡

New Features

Tags

[User] Refinement

Date

About 2 months ago

Author

Ryan Wagner

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