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What if your reports look exactly the way you want? What if dashboards instantly showed the metrics that matter most, notifications kept everyone aligned automatically, and workflows became smarter without extra manual effort?
This latest product update is focused on giving teams more control, visibility, and flexibility across reporting, CRM dashboards, workflow management, and project tracking. From highly customizable scheduled reports and powerful CRM insights to smarter due date controls and advanced form scripting capabilities, these enhancements are designed to simplify everyday operations while helping teams work faster and make better decisions. Whether you manage projects, sales pipelines, workflows, or business processes, these updates bring a more connected and efficient experience across the platform.
Discover What’s New
Smarter Scheduled Reports with Advanced Customization Options
We’re excited to introduce new customization enhancements for Scheduled Reports in HTML file format, giving users greater flexibility and control over how reports are presented and shared. With this update, users can now fully personalize the consolidated report view based on their specific business and branding requirements.
Users can customize individual table columns separately by adjusting background colors, font styles, font sizes, text formatting, and more to create reports that are more organized, visually appealing, and easier to analyze. This helps teams generate professional-looking reports that align with their workflow preferences and reporting standards.
In addition, users now have the flexibility to choose between Consolidated Widget Customization and Standard Widget Customization depending on how they want reports delivered. If users prefer all selected widgets combined into a single email, they can choose the consolidated option. Alternatively, if separate emails are required for each selected widget, they can opt for standard widget customization.
This enhancement improves report readability, personalization, and email reporting flexibility, making scheduled reports more efficient and user-friendly for different business needs.
Contact Table Reports Now Available in YoroCRM Dashboard
We’ve introduced a new enhancement to the YoroCRM Dashboard by adding the Contact Table to Data Table Reports. With this update, users can now create chart-based reports using contact data for better visibility and analysis.
Users can configure reports by selecting their preferred X-axis and Y-axis values to generate meaningful visual reports based on contact information. This helps teams analyze customer data more effectively and identify important trends with ease.
Additionally, users can access the complete Contact Table as a drill-down view directly from the report, allowing them to explore detailed contact information behind every chart or data point. This enhancement makes reporting more interactive, insightful, and user-friendly for sales and customer management teams.
New Dashboard and Notification Filter Enhancements
We’ve introduced a set of new filtering enhancements to improve dashboard usability and help users access information more efficiently. With this latest update, users can now apply Team Filters across each widget in the dashboard, making it easier to view and analyze data specific to individual teams or departments.
In addition, we have added App Category Filters within the dashboard, allowing users to quickly organize and filter widgets based on application categories for a more streamlined reporting experience.
We’ve also enhanced the Notifications section by introducing a Date Filter, enabling users to sort and view notifications based on specific time periods. This helps users track updates more effectively and improves overall notification management.
These enhancements are designed to provide a more personalized, organized, and efficient user experience across dashboards and notifications.
Powerful New CRM Dashboard Reports and Performance Widgets
We’ve enhanced the YoroCRM Dashboard with a new set of default report cards and performance-focused widgets to provide deeper business insights and improve sales tracking.
The dashboard now includes default report cards such as Total Agents, Active Enquiries, Closures, Closure Rates, Average Turnaround Time, Revenue, and Average Deal Value. These reports give users a quick overview of overall CRM performance and key business metrics in a single view.
In addition, the Top Performance Report and Agent Performance Report are now available by default in the CRM Dashboard with full drill-down support, allowing users to explore detailed data behind each metric for better decision-making and performance analysis.
To further strengthen performance tracking, we’ve also introduced new widgets including:
- Agent Turnaround Time
- Agent Revenue Performance
- Agent Deal Closed Performance
These new widgets help businesses monitor agent productivity, revenue contribution, deal closures, and response efficiency more effectively. With interactive drill-down capabilities and real-time visibility, the enhanced YoroCRM Dashboard delivers a more data-driven and actionable reporting experience.
Email Notifications Added for Project Status Changes
We’ve introduced a new enhancement to improve project visibility and communication for users with limited project permissions.
Previously, users with only Launch Permission for a project may not have been aware when the project status changed. To address this, we have now enabled automatic email notifications for project status updates.
With this update, whenever the status of a project is changed, users who have launch-only access will also receive an email notification informing them about the latest status update. This ensures they stay informed about important project progress and changes, even without broader project access permissions.
This enhancement helps improve collaboration, transparency, and communication by keeping all relevant users updated on project activities in real time.
Task Status Report Cards Added to Homepage
We’ve introduced new task status report cards directly on the homepage to help users quickly track project progress and pending work. Users can now view the number of tasks under different statuses such as To Do, In-Progress, and Past Due without navigating to separate modules.
These report cards provide instant visibility into task distribution and overall workflow status, helping teams stay organized and prioritize work more efficiently.
Additionally, each card comes with drill-down navigation support. By clicking on a report card, users can access the detailed list of tasks and perform actions directly from the view, including:
- Navigating to task details
- Updating task priorities
- Modifying start and end dates
- Managing tasks more efficiently from a single screen
This enhancement improves task monitoring, accessibility, and day-to-day productivity by bringing important project insights directly to the homepage.
Sub Status Management
We’ve added a new enhancement in Project Management that allows users to delete existing Sub-Statuses with better task management control.
With this update, users can now remove unwanted or unused sub-statuses directly from the project workflow configuration. To prevent task data issues and maintain workflow continuity, the system will first check whether any tasks are associated with the selected sub-status.
If tasks are linked to the sub-status being deleted, users will be prompted to reassign those tasks to another available sub-status before the deletion can be completed. This ensures that no tasks are left unassigned or disconnected from the workflow process.
This enhancement helps teams manage workflows more efficiently while maintaining task organization and project data accuracy.
Enhanced Due date Controls
We’ve introduced new enhancements to the Due Date Control within workflow controls to provide greater flexibility and smarter date management in workflows and processes.
With this update, users can now configure Due Date options by mapping values dynamically based on different date sources. Users can select and map:
- Current Date
- Current Date & Time
- Project Dates
- Process Dates
This enhancement allows workflows to automatically calculate and assign due dates more accurately based on real-time or project-specific timelines. It helps reduce manual date entry, improves workflow automation, and ensures better deadline management across projects and business processes.
By enabling dynamic due date mapping, teams can create more efficient, time-aware workflows that align better with operational requirements and project schedules.
Customizable Top Menu for Persistence Data Tables
We’ve added a new customization enhancement in Workflow Management that allows users to configure the top menu for each process more flexibly.
With this update, users can now customize the top menu to display the Persistence Data Table along with its associated child tables based on their workflow requirements. This helps users access and manage related process data more conveniently from a centralized view.
The enhancement improves data visibility, navigation, and workflow usability by enabling teams to organize important persistence and child table information directly within the process interface. It also provides a more streamlined and personalized workflow experience for users handling complex business processes and connected data structures.
Script Controls Added in Form Controls
We’re excited to introduce Script Controls as a new addition to Form Controls, providing users with greater flexibility and advanced customization capabilities within forms.
With this enhancement, users can now incorporate custom scripts directly into forms to support dynamic behaviors, tailored interactions, and extended functionality based on specific business requirements.
The new Script Controls help users build more intelligent and interactive forms by enabling custom logic, automated actions, validations, and personalized user experiences within the form interface. This enhancement offers more control and flexibility for creating highly customizable and process-driven forms.
Every enhancement in this release is built with one goal in mind — helping teams work smarter with greater clarity, automation, and control. From customizable reports and advanced dashboard analytics to intelligent workflow improvements and flexible form controls, these updates are designed to reduce manual effort while improving visibility across business operations.
As businesses continue to rely on real-time insights and streamlined workflows, these new capabilities make it easier to stay organized, respond faster, and manage processes more efficiently. We’re continuing to enhance the platform with features that improve productivity, user experience, and business performance — and there’s much more ahead.
