Favorite Reports
It would be very convenient if you could mark a custom report as a "favorite" that would then appear at the top of the Reports screen in a "Favorite Reports" section for easy access.
James Patterson
shared this idea
There was a new option to create custom categories for reports released on 5/6/2023. Please review the release note below. This could be an option to create a favorite report category.
Custom Reports: Enhanced Custom Reports to 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 with categories. 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, which will allow reports to be grouped together. There is a new left-side menu called Categories, and from within this menu there is the create categories option. Once categories are created, 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.
Permissions: There is a new category permission for creating categories. Anyone with the general custom report permission is able to bulk edit their own report categories.
-
Marsha Strauss
commented
So happy to see this is already here! Gosh that reports zone scares the **** out of me.
-
Michelle Collins
commented
I'd like to see the 'Favourites' tied to the User's Account. My favourite reports are not going to be the same favourites of my colleagues. If everyone is allowed to mark a report a favourite then we will still have the same very very long list that we have now.