> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v7.25.0-enhanced-data-analysis-and-reporting-features.md).

# V7.25.0 - Enhanced Data Analysis and Reporting Features

**Released Date - 27 September 2024**

Our latest release boosts your CRM workflow with powerful new tools for data analysis and reporting. Notable enhancements include streamlined client sorting, advanced filtering options for reports, and more flexible lead source filters. These updates are designed to help you uncover insights faster and make data-driven decisions with confidence. Read on to explore the details!

### <mark style="color:red;">**Key Function Highlights**</mark>

1. **Client List Recency-Based Sorting:** Sort your client list by the latest updated remarks from back-office users, to quickly identify and prioritize follow-ups for timely engagement.
2. **Enhanced Transaction and Commission Report Filters:** Filter reports by client group, client type, and account owner (the assigned sales representative for each lead) for more precise and actionable insights.
3. **Improved Lead Source Filtering:** Enjoy greater flexibility in filtering lead sources, making lead tracking and management more efficient. New filtering options include:
   * **Equals:** Display lead sources that exactly match your input.
   * **Not Equals:** Exclude lead sources that exactly match your input.
   * **Contains:** Show lead sources that include your specified text.

### <mark style="color:red;">1)   Client List Sorting</mark>

You can now sort your client list by the last updated time, allowing you to easily identify and prioritize clients that require follow-up.

1. To sort by follow-up time, click "Last Follow-Up Time."&#x20;
2. A down arrow indicates descending order, displaying the most recent follow-up times first.&#x20;
3. An up arrow indicates ascending order, showing the oldest follow-up times first.&#x20;
4. To toggle between these orders, simply click "Last Follow-Up Time" again.<br>

   <figure><img src="/files/apLG3JcwLIRMSr1N9zOX" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">2)   Enhanced Transaction and Commission Report Filters</mark>

New filter options have been added to the Transaction Report and Commission Report for more refined data analysis.

1. Transaction Report:

   1. Client Group
   2. Client Type

   <figure><img src="/files/hv9mDRVNQuwNlUYsX96s" alt=""><figcaption></figcaption></figure>
2. Commission Report:

   1. Client Group
   2. Client Type
   3. Owner

   <figure><img src="/files/RKaXDDnltRnQeb9JMCuT" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3)   Improved Lead Source Filtering</mark>

Lead source filtering has been enhanced, allowing you to apply criteria such as equals, not equals, and contains for more flexible data analysis.

<figure><img src="/files/UMJ2UGIrZlWA2JJYbQl6" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://reference-guide.gitbook.io/crm-version-release-notes/v7.25.0-enhanced-data-analysis-and-reporting-features.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.