Nesting Custom Reports under Categories
I've been creating a lot Custom Reports now that we have the tool and I can very quickly see these lists getting difficult to manage for staff if they have to start scrolling through a long long list. Can you organize the reports we create into dropdowns from the main categories?
It would also be nice if the entire main menu was grouped by function ie. Financial, Profile, Granting that we could also dropdown from.
Michelle Collins
shared this idea
5/3/2023: Custom Reports: Enhanced Custom Reports to now have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the custom report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
Enhanced Custom Reports to now have an option to view only the reports created and shared by or with the user. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will now have the ability to create categories for the reports. Clients can now create categories to group reports together. There is a new left-side menu called Categories from within this menu, there is the create categories option. Once categories are created clients, the existing reports will default into the object categories and clients can use Bulk Update from the left-side menu to set existing reports with categories. When saving report, clients will now see a drop down to assign reports to a category at that time.
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Susan Lotreck
commented
Great Idea! Ordered by Report name would also be very helpful as well. Additionally, the option to archive a saved report which could be un-archived to bring that custom report back to life to generate data that is worked with on an annual basis.
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Jenny Praytor
commented
Great idea! Also, if those dropdowns could be ordered alphabetically by report name (rather than the order in which they were created, which seems to be only option now), that would be incredibly helpful for organization of reports going forward!