Stop spending valuable time searching for the tools you need to build your reports ✋
Use the Reports Now™ Companion panel to efficiently fill form fields, check UAD requirements, and more — All from one place 👍
When you open Reports Now™ you'll see the Companion panel at the bottom right of the screen.
Click on the circle to expand the menu.
If you click on Validation a window will let you know that you need to click on a field in the form to see how validation will work.
Select a field on one of the relevant pages to get started and see the available options for each field. I used the field Property Address for this example.
Features included in the Companion panel are:
UAD Assistant - Reduce errors and omissions as you work through each field. Available on UAD forms. I clicked on the field Property Address and UAD Assistant:
Picklists - Apply common, recently used, or custom Picklist items in seconds. You can also add new Picklist items here.
Data Source - See responses for the selected field available from different data sources such as Public Records Import and Anow Office order details.
Field History - If the field has been changed, you will see the history of all previous responses. These responses can easily be re-applied with one click. You will get a message if there isn't a history for this field yet.
