Notes on Shared Reports
Many of our shared reports require detailed background on how to use correctly -- for instance, when internal donation totals should be included or excluded. Right now, that knowledge has to be stored in a space entirely separate from the report itself, which leads to information-transfer challenges when bringing on new staff. If we could add usage notes to shared reports, we'd know that all staff have the knowledge they need to use reports correctly right there.
The description field is not ideal because you essentially have to save a new report every time you want to edit it.
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Megan Cacciola
shared this idea