Releases:

• Backend 2.72 (March 4, 2025)

• Web 2.64.2 (March 19, 2025)

Overview: This enhancement to SPOTIO's My Reports feature allows users to create reports that span across multiple object types. Previously, users were restricted to reporting on one object type at a time—such as Leads or Accounts—making it difficult to view rep activity holistically. With this release, reporting becomes more flexible and comprehensive.

Key Enhancements:

• The "Record Type" dropdown in My Reports is now a multi-select control, allowing multiple object types to be included in a single report.

• Admins and managers can now create reports that include activities across objects like Leads, Accounts, or Prospects all in one place.

• Simplifies tracking and analysis by providing a single view of rep performance across the funnel.

✅ Benefit: Saves time and reduces confusion by eliminating the need to create separate reports for each object type. Offers a clearer, more complete view of sales activity for admins and managers.

📸 See the screenshot below for how the updated "Record Type" selection appears in the My Reports setup screen.