I have been attempting for a long time to move away from boring lame and huge PDFs, to live web delivery (cursed the day sway removed graphs, and stopped developing, damn you Microsoft!!!!)

So in this beta I have been testing share - view only.

Asides from a couple of incidences where data failed to propagate, that has worked OK, BUT…

I underestimated the degree of ID ten T error amongst the end user base - I have had a fair few calls, utterly mystified as to how to get through the report as contained in the view portal.

Here is an instructional video made and shared in attempt to avoid a few of those calls,

it may be of benefit to take a look at this through the eye of an end user experience - unfamiliar with Magicplan, and houses, and quantities etc, as I tried to address the primary problem I am getting fed back to me - they don’t know how to navigate the dashboard.

Would be super cool to have the ability to hotlink properly, as I do send customers off to a number of external resources, and I have been integrating video for many years now.

A mountain of work has been done, and I am really appreciating the general responsiveness, well done crew!