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GLM & SLM Idea Lab: Reporting

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Way to organize/group/file Saved Reports

I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).

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Judy Weiss shared this idea  ·   ·  Report…  ·  Admin →
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  • Dana Jeffery commented  ·   ·  Report

    Yes, it would be helpful to keep things organized. Especially if you have a large number of reports.
    Ideally it would be great to be able to have folders and be able to move and organize them. The notion of folders is taken from the Shared Documents area, as that is organized in a way that is manageable.
    Organizing of reports and emails have been mentioned before on the Idea Lab, but I haven't seen whether they have been considered or not, yet.

    I would love folders for reports, email templates, and, while I am at it-merge templates! Just sayin'...if this can be looked at I think it would help many others.