Notes/narrative field for Custom Reports
It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.
Jennifer Meckling
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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Kevin Lugo
commented
Second. This is very important for maintaining institutional knowledge as well.
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Curtis Shifflett
commented
Custom Reports - Note
Ability to add a note to a custom report so users can identify quickly which reports were written for particular processes/metrics/etc. The name field is limited and distinguishing between similar reports can be difficult.