Changelog -- New features, Improvements, and Fixes

September 17th, 2025

🚀 New Tutorial Series: Interactive Menu

Overview

A new tutorial series is now available to help assignors and administrators leverage the powerful Interactive Menu features found throughout the Ref Insight platform. These menus provide extensive customization options for data appearance and organization through searching, filtering, sorting, column selection, control breaks, and other advanced options.

New Knowledge Base Section

Interactive Menu Tutorial Series

A dedicated Interactive Menu folder has been added to the Knowledge Base to house this comprehensive tutorial collection. Additional tutorials will be added as they are completed, with changelog announcements to keep you informed of new resources.

Currently Available Tutorials

1. Columns Tutorial

Master Column Management and Customization

Learn how to control which columns are displayed and customize your data view for optimal efficiency.

What's Covered:

  • Adding and removing columns from data views

  • Reordering columns for better workflow organization

  • Hiding unnecessary columns to focus on relevant data

  • Restoring default column configurations

  • Practical use cases for different column arrangements

Access the Tutorial: Interactive Menu Tutorial Series - Columns

2. Filters Tutorial

Advanced Filtering Techniques and Applications

Discover how to use filtering capabilities to narrow down data and find exactly what you need quickly.

What's Covered:

  • Setting up basic and advanced filters

  • Using multiple filter criteria simultaneously

  • Date range filtering for time-based reports

  • Saving and reusing frequently used filter combinations

  • Real-world scenarios where filtering improves efficiency

Access the Tutorial: Interactive Menu Tutorial Series - Filters

Key Benefits of Interactive Menu Fluency

  • Customize data views to match specific workflow needs

  • Quickly locate relevant information through advanced filtering and searching

  • Organize large datasets with personalized column arrangements

  • Create and save customized reports for future use

Interactive Menu Capabilities

The Interactive Menu system provides powerful tools for data customization:

  • Searching - Find specific information quickly

  • Filtering - Show only the data you need

  • Sorting - Flexible data organization options

  • Column Selection - Choose which columns to show

  • Control Breaks - Group related data together

  • Additional Options - Other customization tools

Coming Soon

Additional tutorials in this series will cover:

  • Data - Sort, Aggregate, Compute

  • Format - Control Break, Highlight, Rows per page

  • Chart

  • Group by

  • Download - formats available, and email or subscribe options (where available)

Each tutorial reviews how to Save Reports for future use.

Getting Started

  1. Access the Knowledge Base and navigate to the new Interactive Menu folder

  2. Start with the Columns tutorial to learn basic customization techniques

  3. Continue with the Filters tutorial to master data narrowing capabilities

  4. Apply these techniques in your daily workflow areas throughout the platform

  5. Watch for announcements of additional tutorials as they become available

Support

For questions about Interactive Menu features:

  • Review the comprehensive tutorial series in the Knowledge Base

  • Practice with the step-by-step examples provided

  • Contact support at support@refinsight.com

Happy customizing!
The Ref Insight Team