Custom Report Builder Usability Improvements

What it is

A set of usability improvements is live in the Custom Report Builder: a smart add icon for fields, a visualization only mode, three explicit tabs for data, style, and filters, table as the default visualization, an AI summary option, improved drag and drop, and a refreshed auto refresh button. This is live for Professional and Enterprise tiers across all hubs.

Why it matters

The Custom Report Builder has always had the power and the learning curve to match, and the curve is why so many teams never get past standard reports. None of these changes is dramatic on its own, but together they shorten the distance between a question and a working report, and the explicit data, style, and filters tabs give the tool a structure you can teach. The AI summary option is the one to try first: a plain language read on what a report is showing is useful for the person building it and even more useful for the person it gets sent to.