Announcing Segments and Report Subscriptions

Today, we’re excited to introduce two powerful new features—segments and report subscriptions—designed to make reporting more efficient and more automated across your organization. Together, these features streamline how teams access insights, reduce manual setup, and strengthen the operational rhythms that drive meaningful change.

Build Reusable Views With Segments

Organizations with many locations, brands, or service lines often struggle with reporting consistency. Teams build the same filters over and over again, and team members end up comparing metrics across slightly different groupings. 

Segments solve this problem by allowing enterprise admins to create predefined groupings of locations and brands that can be reused across all reporting. Whether it’s a region, a service line, a leadership portfolio, or a collection of strategic sites, segments make it easy to standardize how the organization views performance.

Once created, segments appear throughout the reporting experience, so all users can benefit from faster setup and clearer comparisons.

With Segments, you can:

• Eliminate repetitive manual filtering

• Ensure teams are looking at the same, consistent view of data

• Simplify reporting in complex multi-site or multi-brand organizations

• Create reusable lenses for recurring analysis and strategic reviews

Learn more about segments

Automate Your Insights With Report Subscriptions

Delivering the same reports to team members and stakeholders every week or month can quickly become a chore, and busy teams may not always remember to log in and check metrics. Report subscriptions solve this by delivering insights automatically.

Users can now subscribe to receive reports via email on a schedule that fits their workflow. Subscriptions can also utilize segments, ensuring everyone receives the exact data they need.

With Report Subscriptions, you can:

• Keep leaders and teams aligned through automated updates

• Maintain consistent operational rhythms (weekly reviews, monthly performance checks)

• Stay informed without needing to run manual reports

• Get ahead of trends with regular, predictable insight delivery

Learn more about report subscriptions