Custom Reports: save option
A SAVE button in Custom Reports so you don't have to reselect the Share box and select the name of the report from a drop down selection. This drop down selection is by name, the report listing is by report ID. A SAVE button in the report editing area would save a lot of time. Then the SAVE AS button if you want to rename it or not share or share.
Sally Weldon
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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Billie Jo Lake
commented
It would also be nice to see all types of reports that I have saved not just those created in custom reports. Currently, when I click on my name none of the financial reports I have saved show up there. However, I can see the custom list of profiles I have created from the profile tab.