Ability to group reports on the reports page
It would be very useful to group reports into related sets. For example, if my team has reports for:
- Each individual sales member's deployments (via custom field)
- Reports for individual deployment steps, like ordering equipment, survey, installation
- High level reporting for the exec
It would be nice to group all of the reports into those higher-level buckets. Then, you could share the report folder with a group instead of having to share individual ones. The sharing permissions would then inherit form the report folder.
Hi Mitch, thanks for posting this idea here, I agree that this would make sense! I wanted to point you to an existing post which echoes this suggestion, it would be fantastic if you could add your vote there to support the idea and keep all related feedback in one place: Folders for Reports. Let me know if that's what you were looking for and if it's okay for me to close this post for comments!
Thanks Anastasia, the existing post is exactly what we're looking for. Feel free to close this!
Thank you for the update, Mitch! :)