The Reports hub now supports Save as view, so you can store a report's filters under a name and reopen or manage them later. Saved views can be added to the broker or agent dashboard through Customize dashboard, where they appear as report widgets in small, medium, or large sizes with summary and chart previews where the report supports them.
The year-to-date KPI widget loads more consistently on the dashboard, showing a clear loading state while figures refresh. Brokerages can control the KPI widget and optional background cache warming from Configuration Settings.