In the previous version we could, for instance, pull up a report showing all of the quotes raised to a certain customer or on a certain date. We were then able to look at/investigate/edit the quote a...
Something to be aware of:
Report windows are now opened as seperate windows to the command center in the new product, this was done so that:
1. You could have multiple reports open at the same time
2. You could display the report easily on a second screen
Reports do not close when you drill down to the transaction and what you will find is that the report will have simply dropped behind the command center. Take a look in the windows start bar and it will be there. <Alt><Tab> will let you quickly move between open windows.
I agree that the customer search capability could be improved to make it faster to select an individual customer.