Questionnaires & Reporting
Enhanced Managed Questionnaire Reporting
Summary: More flexible reporting with clearer insight into thresholds, suppression, and activity.
What’s new
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Run reports by account, questionnaire, or Green Check managed template
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Access reports via Reports → Questionnaire Report
Improved exports
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Defined threshold and actual threshold percentage (to understand suppression logic)
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Activity “from” and “to” dates
One-Time Questionnaires — File Uploads
Summary: Provide CRBs with better context when requesting information on demand.
What’s included
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CRBs can view attached files while completing the questionnaire
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File names and notes now appear in the questionnaire PDF export
Accounts & Permissions
Internal Account Editing — New Permission
Summary: Tighter control over who can edit or upload internal account information—without granting full admin access.
What’s new
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New permission controls edit and upload access on Accounts → Internal
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Users without permission see the tab in view-only mode
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Permission is available via the Account Administrator role
Bug Fixes & Polish
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Comments & Mentions: Fixed an issue where @mentions in comments were not always tagging users correctly
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Account Scoring Display: Resolved an inconsistency where non–plant-touching accounts showed “100%” compliance score in some views; “No Score” now displays consistently with a tooltip
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General stability improvements across questionnaires and account views