Version 1.1

Effective date:

Aug 11, 2026

Reporting

Macros

1. Click the "+" icon next to Macros in the sidebar to create a new custom macro. 

UPDATED — This action previously used a "New Macro" button in the bottom toolbar. Templates and Macros now live in a sidebar next to the report editor, each with its own "+" (add), pencil (edit), and gear (manage) icons. 


 

2. If you have highlighted text in your report before clicking "+", that text will automatically populate the new macro. You may use the following dialogue box to edit accordingly. 


 

3. To apply a macro, simply click on the macro name in the sidebar, or use the speech command "Macro [macro name]". Hover over the macro name and click the pencil icon to edit it. 


 

4. Click the gear icon in the sidebar to manage/delete custom templates and macros. 

UPDATED — This was previously the "Manage" button in the bottom toolbar.