Categorizing Reports and Duplicating Reports

Since I manage multiple projects, I  a need to create containers/groupings for reports instead of having one long scrollable list. I'd like to create custom folders to sort my reports. For example, I'd like to group them by project name first. I'd like to possibly have managers create department reports to separate from executive reports. I'd like to have Cumulative Reports for All projects. I'd like to separate personal reports versus shared one.....

Is there a way to do this?

Also, I'd LOVE to right click a report and have a "duplicate" option instead of just "delete"

Upvote 16
4 commentaires
Spot On Innovative Approach Stellar Advice

Hi Jim, currently there's no way to manage Reports in this way. Aaron suggested this idea here before. It would be great if you could upvote his suggestion and add any use-case or information as a comment so we can keep all suggestions in the one place 👍

Spot On Innovative Approach Stellar Advice

I am agree with Jim. When we work with a lot of different reports, classification is necessary. It would be very usefull!!👍

Spot On Innovative Approach Stellar Advice

Duplicating reports and managing them through groups seems essential. This would save a huge amount of time, this is an available in a free software that my team used to use and I greatly miss it now.

Spot On Innovative Approach Stellar Advice

Hi everyone, thank you for all of your feedback! It's been passed on to our Product team.

In regards to the thread Stephen mentioned, folders for reports has been launched! You can read more about it here.

In regards to duplicating reports, the team is interested, but it is not on the short term roadmap. You can add your voice to this thread to keep notified on any future updates.

Hope this helps! If you have any other questions, let me know.


Folllowing List for Post: Categorizing Reports and Duplicating Reports
[this list is visible for admins and agents only]

Haut de la page
Didn’t find what you were looking for? Write new post