1st Reporting Product Updates — May 2026
This month’s updates include improvements to the Template Editor, mobile reporting, offline synchronization, Catalogs, linked reports, and administrative workflows.
Drag-and-Drop Support for Digital Forms
The Template Editor now supports drag-and-drop field placement within digital forms and workflow templates on web.
This update improves template configuration and layout management across:
- Incident reporting
- Inspections
- Audits
- Compliance workflows
- Digital forms
Additional updates were made to the forms engine to improve field positioning and template editing behavior.
Alert Center Now Available on Mobile
Alert Center is now available across mobile devices.
Mobile users can now access:
- Workflow notifications
- Escalations
- Approvals
- Alerts
- Real-time reporting activity
These updates make it easier for mobile users to stay connected to active workflows and reporting activity.
Offline Synchronization & Stability Updates
Updates were implemented to improve offline synchronization behavior and mobile report stability in low-connectivity environments.
Improvements include:
- More reliable synchronization handling
- Improved reconnect behavior
- Enhanced report recovery during interrupted sessions
- General stability improvements for offline reporting
These updates affect incident reporting, inspections, digital forms, and workflow submissions on mobile devices.
Catalog Navigation & Linked Records Updates
Several updates were implemented across Catalogs and linked reporting workflows.
Updates include:
- Improved Catalog Item navigation
- Updated “View All” browsing behavior
- Enhanced linked report filtering across Catalogs and Reports
- Improved visibility between related records, reports, and actions
- General performance and relationship handling improvements
These updates improve how linked assets, records, and reports are managed across the platform.
Mobile Navigation & Workflow Interaction Updates
Several interface and workflow interaction updates were implemented across mobile and browser environments.
Updates include:
- Mobile navigation refinements
- Improved keyboard handling on mobile devices
- Reduced browser jumpiness during scrolling and app switching
- Updated confirmation and success messaging for Action Items
- Improved redirect messaging when templates are unavailable
These updates were focused on improving responsiveness and usability across mobile workflows.
Report Summary & Linked Reports Updates
Linked report filtering was updated across both Catalogs and Reports, including support for legacy forms and the new forms engine.
Additional updates include:
- Report summary consistency improvements
- Detailed report summary refinements
- Report progression updates
- Improved linked workflow visibility
These changes improve navigation and visibility across connected reports and workflows.
Global Filtering Validation Across Modules
Validation and filtering updates were implemented across multiple administrative modules.
Modules updated include:
- Action Center
- Notification Subscriptions
- Handbooks
- User Administration
These updates improve filtering consistency across platform administration and workflow management.
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