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SSR Updates - What's in the release
SSR Updates - What's in the release

Updates to Service Geeni's Reporting Platform (SSR)

J
Written by Jo Bigg
Updated over a week ago

Our Reporting platform (SSR) is being updated to the latest version.

Release date: 05/02/2025

Below details the main changes that are happening and how they will affect you.


Dashboard & Reports

Visualisation Wizard

The main change here is that you must create a new dashboard and link your data (data binding) in the visualisation wizard.

To do this:

  • Click the + Add button.

  • Then select (tick) on your tenant name: yourcompanyname.servicegeeni.com

This is where your data is held.

  • Click OK.

Once a data binding has been saved to your dashboard you won't need to select again.

  • You can now find your data table and field in the dropdown.

You can continue to use it in the same way as before.

Dashboard screen

*if you have by-passed the visualisation wizard

Once you have added a component to your Dashboard you need to add the Data binding (the link to your data).

To do this:

  • Click the + Add button.

  • Then select (tick) your tenant name : yourcompanyname.servicegeeni.com

This is where your data is held.

  • Click OK.


Additional Guidance

You will now see additional guidance on the dashboard regarding the next steps to take.

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