I'm pleased to announce some recent updates to Lifecycle Insights to improve the user experience and deliver better reporting for your clients. These enhancements aim to make your workflows more efficient and support meaningful client discussions.

Let's explore the details of these updates:
 

Save and create multiple recommendations faster: When creating a recommendation, you can save it and immediately start working on another recommendation for the same client. Minimizing the number of clicks will help you save time and reduce distractions.
 

Group assessment items by recommendation in the report builder: In response to user feedback for more contextual reporting, you can now group assessment items based on the recommendations in the report. This feature allows you to present assessment risks in the context of proposed solutions, making it easier to focus conversations on resolution and demonstrate the value of your work.
 

Simplified stack alignment table sorting: In the CS Module, you now have more flexibility in sorting the stack alignment table across all clients, enabling you to better understand which clients are showing risks or opportunities.

Thank you to our community for your valuable feedback, which helps us continue to improve the Lifecycle Insights product.