Release Notes - September 2022

Lifecycle Insights has added new features and options to the vCIO and Customer Success platforms.  These new features will help to manage your client data and create a better QBR for you and your clients more efficiently.


 vCIO Release Notes:


Print Reports to PDF Feature


Lifecycle Insights has added a print to PDF option for our reports feature.  You can now select reports and tables as either csv, docx, or pdf formatted files. And check out our new report look!


Click here to learn more about Printing Reports to PDF


A New Look for Asset Charts


We have updated our asset charts to more easily viewable data points.  We have also included easy to ready warranty status tiles 




NEW Recommendation Boards


We have added a Recommendation Roadmap Board and Recommendation Status Board with drag and drop tiles for easier scheduling and management of your recommendations.

Using the Recommendations Board



NEW Assessment Tags


Add tags to your assessment items.  Combined with tag filtering, this tool will allow you to tailor each assessment event to you and your client's specific needs.

Click here to learn more about Assessment Tags


New Navigation buttons and drop-down report selectors 


Switch between report views and navigate the application more efficiently with these new features




Saaslio Reports Integration


Add saas monitoring and reporting to your QBR with saaslio reports

Click here to learn more about Saaslio Reporting and Integration



Customer Success Release Notes:


Stack Alignment Tags


Organize and manage your Stack tags with our new Tag Manager

Click here to learn more about Tag Manager




SmileBack Integration


Deliver CSAT and NPS data to your customer dashboard and health metrics with our new SmileBack integration feature.

Click here to learn more about Smileback Integration