DEVELOPMENT ROADMAP.


Get up to speed with past, present, and future Liftoff releases

Coming Soon
  • Business intelligence tools and data visualization
  • Category display customizations
  • Designation for shipping product separately
  • Product display customizations
  • Expanded low-inventory notifications
  • JDF RIP integration
  • Record-driven custom order fields
Recently Completed
  • Customer registration email rules
  • Customer-specific tax exemptions
  • Optional continue shopping modal
  • Expanded OData API order dataset
  • Automated Pageflex variable resetting
  • Order cancellation and deletions
  • Order owner assignments
  • Order due date assignments
  • Expanded order history view and order history search
  • Improved order email notifications
Release Notes
Liftoff Feature Recap - August 2021

Greetings, Liftoff Community!



Your Liftoff team has been hard at work on many new and exciting features. This email is rather long, so if you’re a coffee drinker, make sure you grab a hot cup before you begin reading. We’ve been working hard to create features that will have a tremendous impact on your business and customers. Enjoy!


Purchase order-based inventory


You can now provision inventory through a purchase order process within Liftoff and track inventory relative to the PO. Here’s a quick start guide to using this process:
 
  • Click the “Order New Inventory” button that appears in your Products > Inventory > Inventory PO Items tab.
  • Next, select the vendor you wish to purchase against and the warehouse you wish to house the product in, once received.
  • After continuing, you can now supply your own PO number and the ownership assignment for the inventory. Please note, if you do not supply a PO number, Liftoff will create one for you. You may choose from subscriber-owned inventory, account-owned inventory, or vendor-owned inventory. This designation will be important to downstream processes such as reporting and accounting.
  • Now you can begin adding products to your purchase order.
  • Continue doing this until you’ve entered all products.
  • Note that the cost fields allow for hand entry. This provides you a way of capturing the actual cost of the product you’re ordering up until you decide to close this purchase order.
  • When finished, click either the “Save PO” button or the “Save and Send PO” button. The “Save and Send PO” button is only available for vendors that you have an active integration with. When clicked, it will send a copy of the purchase order to your vendor.
  • Once saved, your PO now shows up on the “Inventory PO Items” tab. Note that items tagged with “Base Inventory” are items that were created outside of the purchase order process but can still be managed through this interface.
  • From this screen you have several activities you can perform. The first notable activity is receiving inventory and making adjustments. To do this, click on any of the input fields for a given inventory item.
  • You’ll be greeted with a modal form that provides the ability to indicate how many were received, what shelf you’d like the inventory to occupy, what action you’re taking, and a notes section to provide descriptive text related to this transaction. Note that ALL changes made to inventory are recorded for posterity. Below is a snapshot of how inventory adjustments are recorded:
  • If you’d like additional information about this new feature, or a guided tour, please reach out to your account manager for assistance.


Vendor search and sort


By popular demand, we’ve added the ability to search and sort your vendor list. Using the same convention found elsewhere in Liftoff, simply click the arrow underneath each column caption and a search box will appear. Entering text into this field and clicking “Go” will yield a filtered list, showing only matches for the text you’ve entered. Additionally, clicking the column headers determines how the list is sorted and in which direction.
 

Vendor payment terms


You may now manage payment terms for each vendor in Liftoff. You can access this feature under Products > Vendors and selecting a vendor from your list.
 

Vendor document management


Need to store agreements, receipts, invoices, or additional information supplied by your vendor? This new feature will allow you to store and manage practically any file along with meta data that captures compliance fields such as expiration date, license number, and more.

 

Quad XML integration

Liftoff has recently added Quad as a fully-qualified integration partner. You’ll note that we now have a “Quad XML” integration setting within your integration settings. If you wish to connect your platform to Quad, please reach out to your Quad account manager to capture the details necessary to complete this section.


Subscriber FTP settings


You may now establish saved FTP settings and parameters that can be used by other features within Liftoff, including automated reports. This feature supports FTP and the highly recommended SFTP protocols. You may access this feature by going to All Accounts > Tools > FTP Settings.

 

Automated reports


Our reporting feature has recently changed and is now equipped with a scheduled report feature. To access, navigate to Reports > Scheduled Reports within My Liftoff. To create a scheduled report, click “Generate New Report”. You will be presented with options for report category, which report within that category you wish to run, date range options, delivery methods, run dates, and recurrence. Complete each field based on your needs and select a delivery method. Reports can be delivered via scheduled download, email, or FTP. This is an especially powerful feature if you need to export Liftoff data to another location for processing or ingestion.
 

Order notes


Liftoff’s backend ordering solution now incorporates a powerful notes feature that allows you to track communications back to each order.
These notes are brought forward when repeated to ensure the chain of information is not lost.
 

Order-level reordering for backend orders


You may now reorder any order for your accounts through Liftoff’s backend ordering module. Simply open the order you wish to repeat and click the “Repeat Order” button. When clicked, Liftoff will make a deep copy of the order and place the new order into Draft mode. From there, you can update order information, address, billing and more.
 

CSV report output


Your reporting feature has been updated to include CSV file output for any reports that were previously exportable to Excel. Note that CSV output is only available for reports targeted for Excel output.
 

Product start and end dates


Liftoff now provides date-driven control over the publication of products to your customers. To enable this feature, open any product for editing.
You will note that we’ve added “Start Publication On” and “Stop Publication On” controls. Simply specify when you'd like your products to be published and when you’d like them to be removed from your site. 
You may also modify publication dates through our product batch job feature.
 

Expanded lists views


Previously, all list views had a hard limit of 7 columns. We have increased all list view column limits to 14 columns, double the previous ceiling. To accommodate wider list views, we've implemented horizontal scrolling when content overflows the current viewport. Note that expanding products with a lot of custom fields may yield slower search performance.
Liftoff Sandbox Environments

Greetings, Liftoff Community!
 


We’re pleased to announce that sandbox environments are now available for enterprise Liftoff subscribers. A sandbox environment is a mirrored copy of your production accounts and sites that is designed to allow you to test and develop Liftoff solutions without affecting your live subscription. There are many use cases for working with a sandbox environment, including the scenarios below:
  • Testing large data imports before committing to production
  • Reviewing and testing changes to integrations, payment gateways, or vendor mappings
  • Establishing and testing complex rules and workflows
  • Making large-scale changes to site layouts, CSS, and scripts
  • Testing new versions of Pageflex templates prior to release
 

How sandbox environments work:




Subscribers that elect to add this feature to their subscription will have access to a new, controlled and protected environment, separate from production. This environment is automatically provisioned and refreshed each Sunday, overwriting the previous week’s sandbox environment with fresh data and collateral from your production accounts.
 
Once provisioned, you may take any action that you might normally enact against your production subscription. You may also place a limited amount of test orders and integration tests. Your account manager can provide additional details and direction for using your sandbox environment.

Please note: We have designed the sandbox environment to give you the same capabilities you have with your production instance, meaning that email notifications and integrations you have set up in production will be established as well. Treat your sandbox environment the same as you would production, using caution when placing orders. 
 

What is the cost for this service?
 


We are ofering this new service as a premium add-on feature for an additional fee of $250 / mo. This fee is necessary to support the additional infrastructure, bandwidth, and maintenance required to host your sandbox instance. Please note that larger subscription accounts may require additional support charges, based on the amount of data and collateral being provisioned. See your account manager to confirm the pricing for your solution.

Why isn’t this service available
to pay-per-account plans?
 


Our legacy pay-per-account subscriptions unfortunately do not meet the criteria for supporting a sandbox environment at this time. Enterprise subscriptions allow for true aggregation of accounts, data, and management that our legacy pay-per-account plans cannot.

 

How do I get started?




If you’re ready to get started, or have questions, reach out to your account manager for additional details.
November 2020 - New Liftoff features

Greetings, Liftoff Community!

The team here at Liftoff has just released many powerful features that will further supercharge you and your client’s experience. This email covers 18 major features, enhancements, and bug fixes. We apologize for the length of this email, but felt it critical to ensure you were aware of these changes and how to use them.
 

Units of measure

This release introduces an intuitive new console for customizing the presentation and application of units of measure (UOMs). UOMs can be managed either at the subscriber level or at the individual account level, allowing for complete control. Below are a few examples of how UOMs are managed and displayed to your customers. For details, please refer to our documentation: https://docs.liftoff.shop/docs/units-of-measure
 

Default tax settings

Prior to this release, tax and nexus settings had to be established at the account level. This new feature introduces the ability to manage tax settings globally, for all accounts. As you add or update your nexus settings, accounts can inherit from your subscriber defaults. For extended functionality, you may manage the nexus settings for select accounts on an individual basis, providing ultimate control over taxation across your enterprise. For more information, please refer to our documentation: https://docs.liftoff.shop/docs/taxes
 

Shipment weight threshold

Most carriers stop providing automated rate calculations at 150 lbs, which is the threshold for CWT (hundredweight) shipments. Before this release, if an order contained a shipment of more than 150 lbs, Liftoff was unable to provide a carrier-rated freight estimate. Now, Liftoff can automatically break a large shipment into separate shipments that satisfy a weight threshold of your choosing. Additional information regarding this new option may be found in our documentation: https://docs.liftoff.shop/docs/shipping#weight-threshold
 

Captions for image picker images

Many of our subscribers have asked for the ability to provide captions within Liftoff’s native image picker for variable products. To apply captions to your existing image library, simply add a column named “Caption” and update your image library to include captions for each image. Your image gallery will then contain a caption directly under each image.
 

Refactored subscriber field management interface

The subscriber field management interface has been updated to provide a cleaner, more intuitive experience. In addition to granting the ability to update existing values, you may also drag and drop values to change the sorting order of fields. For additional information, please see: https://docs.liftoff.shop/docs/field-values-account-management-field-values
 

Include shipping status in order details report

The order details report now contains the shipping status of the order as a whole, in addition to the line-level status of each item in that appears on this report. There’s nothing you need to do to enable this feature; the new field will appear automatically when the report is run.
 

Variable item order-display options

Many subscribers have requested the ability to display customer-entered variable information from variable products on the order-view screen. Liftoff now provides an easy way to map variables to the item listing for your orders. With a quick addition of an attribute to your variable template XML, you can make these assignments with relative ease. For example, if we want a variable in our template to appear in this view, you only need to add an attribute called “storeWithItem” and a value of “display”. You would do this for each variable you want displayed on the order-view screen. Below is an example of this mapping:
<variable order="3" name="LayoutOption" attributes="storeWithItem:display" maxLen="50" type="select" caption="Select a layout option"></variable>
 

EDI integration options

Liftoff now supports inbound EDI X.12 communications. Your customers and partners may now deliver EDI PO documents to Liftoff, resulting in the automatic creation of a PO within Liftoff. Additionally, outbound EDI shipping status is available through this feature. Before you can begin using this feature you must discuss your particular EDI needs with your account manager to ensure this feature will support your requirements. Please note that EDI implementations may add additional monthly support fees as well as setup fees, depending on your integration needs.
 

Refactored autocomplete fields for customer, category, product, discount, and budget assignments

In effort to provide a cleaner, more intuitive user experience, autocomplete has been added to any fields in the My Liftoff administration console where data lists have the potential for excessive growth. These areas include customer setup, category assignments, product setup, discount allocation, and budget assignment. Please see your account manager if you have questions about these changes.
 

Option to manually delete sample product data

When a new account is created in Liftoff, sample product data is automatically loaded into the account’s site to provide examples of different product. You may now quickly and easily remove this sample data by clicking the “Delete Sample Data” button that appears at the top of the product list for any newly created account.
 

Display PO transactions for canceled orders

When an order is canceled, the PO transaction activity history is retained for future visibility. There is no action you need to take to enable; this is provided as default behavior going forward.
 

Variable template first line of copy

For variable items, Liftoff references the first variable or line of imprint for product descriptions appearing in the shopping cart, checkout screens, admin order-view screens, vendor and ERP integrations, and email notifications. Before this release, Liftoff made a decision as to which line of copy is implemented in these views. You now have the ability to specify which variable is used in this copy by simply designating the attribute of “order” to a value of “1”. Please note that Liftoff will select the very first variable in a template with an order attribute set to 1, so it is important to ensure other order attribute variables are properly implemented.
<variable order="1" name="Name" attributes="storeWithItem:display" type="invisible" caption="Select your options" reset="auto">@Customer.Name@</variable>
 

Refactored payment terms

Payment terms may now be assigned and controlled within your subscriber field values (All Accounts > Tools > Field Values). These payment terms now appear as drop downs on the management screens for the selected account (All Accounts > Account Listing > Manage Account). This allows subscribers more control over the payment terms and options they wish to extend to their accounts.
 

Specify division for accounts

Divisions may now be assigned and controlled within your subscriber field values (All Accounts > Tools > Field Values). You may specify a division assigned an account by navigating to All Accounts > Account Listing > Manage Account.
 

Bug fixes


Guest-only access option not saving
Under Customers / Contacts > Access Settings, a bug was preventing the admin UI from properly allowing the assignment of guest-only sites. This has been resolved.
  
Account details view freezing for inactive accounts
For accounts marked as disabled, a bug was causing this screen to freeze. This has been resolved.
  
Broken images on variable configuration upload controls
When returning to edit a variable product, or when editing a variable product using My Liftoff’s back-end order tools, thumbnails for uploading images were appearing as broken. This has been resolved.
 
Pageflex form allows submission for invalidated fields
When regular expressions were used to validate field input for variable items, customers were still able to submit the form, even when fields were not marked as validated. This has been resolved.

 

September 2020 - Welcome to the newest Liftoff Experience

Order management

Liftoff's new order management suite allows you full control of your fulfillment workflow. These new tools provide access to the following new features:
  • Backend order entry
  • General order management
  • Draft order management
  • Estimate entry and management
To access these new features, open your My Liftoff navigation menu and click "Orders". You will be presented with several new options:

Draft orders / estimates
This section allows you to manage orders that are in draft status, including any estimates you have created or sent to your clients. 

Orders pending approval
Any orders that are being held due to an order workflow rule will appear here until fully approved.

Submitted orders
All orders that are considered "In process", "Shipped", "Partially Shipped", or "Canceled" will appear in this area. 

 

How to create a new order / estimate

  1. Log in to My Liftoff; navigate to your "Orders" menu; and choose the "Draft Orders / Estimates" option.
  2. On the resulting screen, click "Start New Order / Estimate". 
  3. You will be prompted to either use an existing customer or create a new one.
  4. If you choose to use an existing customer, typing in the "Customer" box will yield a list of matching customers. You may select the customer matching your criteria when it is presented. 
  5. If you select "New customer", you'll be prompted to create a base record for this customer before continuing.
  6. Once a customer has been selected or created, you'll be presented with your main order editing screen. From here, you can add products, change order information and more. 
  7. To add a product, simply start typing the name or code of your product into the "Add Product" box. You will be presented with all matching options to choose from.
  8. When adding your product, you'll be greeted with a familiar workflow that allows you to specify your product options and variants. Select those options and click "Add to Cart" to add this item to your order.
  9. As you add products to your order, they'll appear as pictured below. Variable print items will have additional links for updating design, configuration, and downloading print files.
  10. From here, click "Edit Shipping / Billing" to continue. On this screen you can update your shipping, billing, and payment options before ultimately saving your order as an estimate, or placing your order into active fulfillment. 
 

Intuitive issue resolution

The new order management tools are packed with checks and balances that ensure orders with missing details or issues aren’t able to proceed until corrected. If Liftoff detects a change that requires a review or additional modification, a message will be displayed.
 

Document management

Liftoff now allows you to manage documents for your accounts and vendors in a simple-to-use interface. Use document management to track important documents such as W-9's, NDA's, agreements, contracts, resale certificates and more. Additionally, you can ensure document compliance by establishing expiration dates for your documents, giving you the ability to see compliance issues before they happen.

Each document type has a unique set of metadata you can collect, based on the type of document you're storing. Any documents you store can be audited via reporting for quick visibility.
 

30-day analytics trial

If you’re not already a subscriber to our analytics and business intelligence offering, you’re in for a treat. Enterprise clients may now receive a free evaluation of our analytics and business intelligence suite for 30 days. This awesome offering allows you to visualize your accounts, sites, and data in a whole new way. Contact your account manager today to have this trial enabled on your subscription.

Here is a video teaser of this feature!

 
August 2020 - Backend ordering

Backend ordering

Backend ordering allows you to create and manage orders outside of the ecommerce workflow for your customers. This process utilizes all of the unique rules, budgets, and product workflows you established for ecommerce, giving your order-entry team very visible boundaries at the client level, with little room for error.
Need to collect more information for your orders than our out-of-the-box offering? Utilize custom order fields to capture as much data as you need, over and above Liftoff's base order field collection. 
Backend order entry is just as fast, easy and efficient as the customer-facing experience. We think you’ll love it.
 

Estimates

Borrowing from the backend order entry experience, our new Estimates feature allows you to create estimates using any existing products assigned to your accounts or sites. These estimates can be sent to your customers via a very clean and easy-to-follow email process. If your customer accepts the estimate, Liftoff offers the ability to quickly and easily convert the estimate into an active order.
 

Intuitive issue resolution

The new order management tools are packed with checks and balances that ensure orders with missing details or issues aren’t able to proceed until corrected. If Liftoff detects a change that requires a review or additional modification, a message will be displayed.
 

New order statuses

We’ve added several new order status types to complement the new backend order and estimation tools. Below is a list of possible orders statuses:
  • Customer Draft
  • In Process
  • Canceled
  • Partially Shipped
  • Shipped
  • Pending
  • Declined
  • Saved
  • Estimate
  • Draft
     

Document management

Liftoff now allows you to manage documents for your accounts and vendors in a simple-to-use interface. Use document management to track important documents such as W-9's, NDA's, agreements, contracts, resale certificates and more. Additionally, you can ensure document compliance by establishing expiration dates for your documents, giving you the ability to see compliance issues before they happen.

Each document type has a unique set of metadata you can collect, based on the type of document you're storing. Any documents you store can be audited via reporting for quick visibility.

 

30-day analytics trial

If you’re not already a subscriber to our analytics and business intelligence offering, you’re in for a treat. When we launch the new order management experience, we’re also going to provide you with a no-risk, free evaluation of our analytics and business intelligence suite for 30 days. This awesome offering allows you to visualize your accounts, sites, and data in a whole new way. Here is a video teaser of this feature to whet your appetite!
 

Have questions?

We've prepared a list of questions we anticipate you might have regarding this change. If you'd like to speak to an account manager about these changes, please reach out to us when convenient and we'll be happy to review what's next.
 

When will this release take place?
We expect this new order management workflow to enter production mid-September; just a couple of weeks away from today.

 

Does this mean Liftoff can now manage all of my day-to-day order and fulfillment processes?
Liftoff has taken a major shift towards allowing our subscriber base to manage their business almost entirely through Liftoff. By integrating with your accounting package, Liftoff can become your platform of record for account management, order management, web-to-print, estimation, ecommerce, digital asset management, records storage, vendor fulfillment, and so much more. Consult with your account manager for additional details.

 

Will this change my pricing?
For our clients under current enterprise agreements there will be no immediate impact to pricing. Additional charges may apply for accounts with extended admin user accounts. Consult with your account management team for additional information or questions.

 

Can I opt out of this feature set?
This new feature set is not modular. It is a wide-sweeping change to how Liftoff approaches order management and cannot be removed.


 
May 2020 - Ship units separately

Ship units separately

This release introduces the ability to establish products that ship separately and receive individualized rating apart from other items in an order. By default, products being fulfilled by the same vendor and location are aggregated into a single shipment. This feature allows individual units of a given product be rated as separate shipments. This is especially helpful in the following scenarios:
  • The items being shipped exceed the maximum dimensions a carrier considers a single shipment
  • The aggregate weight of the items being shipped exceed the maximum weight a carrier considers a shipment, resulting in hundredweight (CWT) scenarios
  • You do not have a freight agreement for CWT shipping with your carrier or your vendor doesn’t support CWT shipping

To enable this feature, navigate to your My Liftoff portal and select a product. From there, go to the Specs tab. Place a check in the checkbox under Units Ship Separately and save your changes. This change will force all individual units into separate shipments.

 

Faster shipment rating

In effort to improve your customer’s online experience, we’ve implemented a system that allows Liftoff to cache carrier rate requests, avoiding duplicate and unnecessary API calls to shipping carriers. This change will be especially noted by customers that place larger orders. There’s nothing you need to do to enable this change; as of this email, all carrier rating APIs will leverage this improved experience.

 

Shipping estimator preferences

Your low-inventory notifications have been upgraded. Going forward, all low inventory notifications display a summary of the item’s history, usage, and anticipated days on hand. In addition to this, you have the ability to receive notifications for a product group, instead of individually by SKU. To receive consolidated, aggregated notifications, navigate to any inventory-controlled product and enable the Aggregate Low Stock Notices feature on the main product tab. Instead of single SKU-based notifications, you’ll receive one email that provides details on all SKUs within a product family.

 
April 2020 - Record-driven custom order fields

Record-driven custom order fields
 

With this release, we’ve added the power of our Records technology to your custom order field configuration. You can now create custom order fields based on the following field types:

Text
Text fields render a multi-purpose alphanumeric text box that can accept any standard text input. You can assign default values, establish character limits, implement multi-line input, and enforce entry requirements.

Checkbox
This option allows you to create a checkbox that your customers can check indicating a yes or no value. You can default the state of this field to either checked or unchecked.  

Numeric
Numeric fields allow to you enforce numbers-only input into a text field. You can establish a default value for this field, enforce a maximum number of digits, and establish required entry as needed.

Select
Select fields allow you to create a predetermined options your customers can pick from using a dropdown control. You can establish any number of options you wish, set an initial selected value, and enforce entry requirements as necessary.
To manage this feature, log in to your My Liftoff portal and navigate to ECommerce > Custom Order fields. Choose the control type you wish to implement and then establish the requirements for this control as you see fit.

Fields that are defined will appear at the end of the checkout process.
April 2020 - Introducing Business Intelligence For Liftoff
This summer, we’re launching a powerful suite of business intelligence and data visualization tools for the Liftoff platform we call DataBI (Data Business Intelligence). Imagine having the ability to not just see your data, but to touch it, interact with it, and truly visualize your enterprise. Soon, you’ll be able to do just that.
 
Not enough to pique your interest? Check out this brief demonstration of this powerful and unparalleled technology.

Interested in adding Liftoff’s DataBI suite to your subscription? Join the data revolution and see your business in ways you’ve not yet imagined. Contact your account manager for more information and a demonstration of this incredibly powerful solution. Demonstrations are currently only open through April 30th. Register your demonstration today!
April 2020 - cXML Punchouts
Greetings, Liftoff Community!

We’re very happy to announce that your Liftoff platform now supports cXML-based punchouts. This powerful new feature allows you to seamlessly integrate Liftoff sites and portals into host ERP solutions such as SAP, Ariba, Basware, Epicor, NetSuite, and many more. You can now integrate a catalog, individual product, or specific landing page you designate with any platform that supports cXML punchouts that follow the guidelines found on the www.cxml.org website.

How does it work?
There are quite a few components involved, however, punchouts follow a process similar to the outline below:
 
  • The host ERP system sends a setup request to Liftoff as an authentication handshake
  • If the handshake is valid, Liftoff replies with a tokenized URL the ERP can use to redirect the customer for product configuration
  • The user can then browse the designated areas of Liftoff that you define until they’re ready to add an item to the cart
  • Upon adding an item to the cart, Liftoff pushes the data for the item back to the host ERP’s shopping cart
  • When the user is ready to finalize the order, the host ERP sends a purchase order request back to Liftoff
  • Liftoff parses this purchase order request and fulfills the order, taking any rules, budgets, or other assignments that you have made with the corresponding vendors.
     
cXML Workflow Diagram
March 2020 - Customer Facing Reports
Greetings, Liftoff Community!

We’ve just added a powerful new feature to your Liftoff platform. As of this email, we’re providing you with the ability to assign individual report access to your customers.
 
Enabling report access is easy. Start by navigating to your Customers / Contacts > Roles section within your My Liftoff portal. The reports your customers see will depend on the roles they belong to and the reports that are assigned to those roles. For this example, we’ll create a new role called “Field Staff Reports."

Customer roles listing overview

Next, we add customers who need access to the reports. Note – if you have more than a few customers that need report access, we recommend using Batch Jobs to enable access.

Editing customer role preview


Lastly, we’ll select the specific reports we want to extend to this customer. Select each report from the drop down of available reports and click "Add."

Add customer role preview

If you need to extend different levels of reports to your customers, we highly recommend creating roles that reflect the type of access required. For example, some customers may require access to reports you wish to hide from other customers. A good naming strategy for each role would incorporate the type of customer you're targeting for report access, such as "Administrative Users" or "Field Staff."
 
Provided that you’ve executed the items above, you should now be able to log in to your web store and find reports under the My Account menu option:

Customer role in My Account preview

To run a report, simply click the report name you wish to execute, complete the requested parameters, and click “Download”:

Customer role report download preview

That’s all there is to it! Should you have any questions, please refer to our documentation that can be found here, or reach out to one of our account managers for assistance.