Default reports - May 2023 Release Feedback
I was just looking at the new version of "default reports" in the Sandbox and they are no longer drillable for the details? The whole point of the default reports is to quickly get information and not being able to drill down or quickly set parameters kind of defeats the purpose. These reports are widely used by the non-finance members of the team and it's been so helpful to have them. Losing them will be very problematic and inefficient.
Michele Jeican
shared this idea
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Jenny Praytor
commented
Completely agree! While I love the fact that we can now customize the defaults by adding a field or two (it's a great report "starter"), not being able to click on the fund name (or the amount) and drill in further will really limit the utility of these reports for us--and we use them a LOT.