This improvement to Adaptive Capacity Advanced Reporting adds a centralized Capacity Report Settings panel where dispatchers, administrators, and managers can control how capacity data is displayed and save preferred configurations as reusable templates.
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What's changing?
Previously, Advanced Reporting required manual reconfiguration at the start of every session. There was no way to toggle capacity focus types, adjust how many time columns appeared, or isolate the impact of strategic rules and manual adjustments from one another — and no way to save or share a preferred setup with the rest of the team.
Now, a dedicated Settings panel gives you full control from a single location. You can toggle strategic rules and manual adjustments on or off independently, select a capacity focus with a live preview, set a density level to control how many time columns appear, and save any configuration as a personal default, an org-wide default, or a named template to share across your organization.
Before and After
Before (Current)
Open Advanced Reporting in Adaptive Capacity.
Manually configure the capacity focus, hierarchy, time frame, and filters for the session.
Review capacity data with strategic rules and manual adjustments combined, with no option to separate their impact.
Share your preferred settings verbally with teammates, who must configure their own views separately.
Repeat the same setup each time you return to the report in a new session.
Impact: Time is lost on repetitive configuration every session; there is no consistent view across dispatchers, managers, and administrators.
Try the current workflow in your account
After
Open Advanced Reporting in Adaptive Capacity and click the new Settings button in the top navigation bar.
In the Capacity Report Settings panel, use Display Options to toggle Strategic Rules and Manual Adjustments on or off independently.
Select a Capacity Focus — Open Time, Scheduled Work, or Blended — and review a live preview that reflects your selections before applying.
Choose a density level: Sparse (4 columns), Default (5 columns), or Dense (8 columns).
Click Save and choose to save the configuration as your personal default, your organization's default, or a new named template.
Impact: Sessions start faster with saved configurations; org-wide templates give dispatchers, managers, and administrators a consistent starting view without individual setup.
Test the changes in the NEXT environment.
Who uses this feature
Residential Service and Replacement, Commercial Service and Replacement
Administrators, Managers, Dispatchers
Region availability: All Regions
How it works for your industry
Residential Service and Replacement
A dispatcher saves their preferred Open Time focus with a Business Unit hierarchy as their personal default, so the report opens in the right configuration every morning without manual setup.
A residential service administrator creates an org-wide template highlighting scheduled work hours for the week, giving every manager a consistent starting view for capacity planning sessions.
A service manager turns off Manual Adjustments to isolate the effect of strategic rules, then saves that filtered view as a named template to reference during weekly capacity reviews.
Commercial Service and Replacement
A dispatcher managing multiple commercial contracts saves Open Time and Scheduled Work as two separate named templates, making it simple to switch between views when comparing available labor against committed hours.
An administrator at a multi-location commercial service company sets an org-level Dense density default so teams managing narrow arrival windows see eight time columns at once — without configuring settings each session.
A manager reviewing field capacity across business units turns off Strategic Rules to examine unadjusted capacity data, then saves that configuration as a named template to share with leadership during monthly reporting.
How to prepare
Identify the dispatchers, managers, and administrators on your team who use Advanced Reporting most often — these are the people who should set up reporting views and shared templates when the feature becomes available.
Align with administrators on which reporting configurations your organization relies on most so you can plan which views to save as org-wide defaults.
Train dispatchers and managers on the Settings panel controls, including how to switch capacity focus, adjust density, and apply saved templates.