PSW Enhancements - Dashboard Improvements

Learn more about the personalized reporting and dashboard improvements

Personalized Reporting

The new reporting dashboard offers a personalized view that shows your recently run and frequently run reports. This allows PSW to have a tailored approach to your patterns and needs. You can now reach your reports in fewer clicks.

Useability

Another aspect of the reporting dashboard that Fidelity has worked hard to improve is its usability. Through research, the reporting dashboard has been redesigned to help enhance small, but important processes. One of the new enhancements is the filters that have been added. The design is to feel familiar and similar to what you are already used to doing in other experiences that you use in your day-to-day lives. The goal of this enhancement is to help narrow down exactly what you are looking for.

Fidelity will monitor the usage of this feature to make sure it is achieving that simplicity and is meeting what you need when using PSW.