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.
Megan Cacciola
shared this idea
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Michelle Schneider
commented
Love this idea...
The description field is also not ideal because you have to bulk edit the entire report list when you want to edit it.
The description field is also not idea for a large amount of text because it makes the report view too long.
That said, I think the report categories list / view is brilliant for narrowing the list of reports. If you could keep it active while running reports within the same category, that would be helpful and maybe that is where a longer description can be shown. Just a thought.