NH360 Portfolio Insights v7

Updated June 16, 2025

The June 2025 update to NH360Portfolio Insights 7 introduces powerful enhancements designed to improve reporting capabilities and overall user experience. With embedded PowerBI reports, users gain immediate access to critical insights directly within the platform. Data grid improvements streamline data management tasks, while subtle interface adjustments enhance usability across various views. These updates collectively deliver a more intuitive, efficient, and insightful experience.

Let’s take a closer look at these updates.

Embedded Analytics

Embedded reports provide immediate access to critical metrics and trends without requiring you to switch between applications.

This update introduces support for out-of-the box embedded reports in two key contexts: standalone pages for portfolio-level insights and a new entity form tab type for entity-specific analysis. To configure portfolio reports, a new Manage Pages administration feature has been added in Settings, allowing administrators to organize reports into tabs and integrate them into the navigation. Entity reports can be added to any form using the new Report tab type.

A variety of packaged reports will be made available over the coming weeks and months.

Data Grid UI Improvements

Enhancements to the grid user interface significantly improve data management efficiency and user experience:

• When adding a new row, clicking outside the grid area now commits the entry, simplifying the data entry process.
• Keyboard navigation has been optimized for scenarios like pasting multiple new rows or navigating off the grid's edges, enhancing workflow fluidity.
• The background color of grid rows now changes when hovering over or selecting them, reducing confusion about row interactivity.
• You can now delete values from multiple selected cells by pressing the Delete key, streamlining data cleanup tasks.
• Pressing the Esc key while editing a cell will discard pending changes, providing a quick way to revert accidental edits.

Other Improvements

This update also includes several subtle yet impactful refinements contributing to a more cohesive and user-friendly interface, supporting efficient navigation and interaction throughout the platform.

• Displayed icons have been adjusted across entity forms and portfolio views, ensuring a consistent and visually appealing experience.
• Multi-select dropdowns have been improved, allowing you to select values by clicking on the label, not just the checkbox, enhancing usability and reducing selection errors.

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