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Categories CRM App
Created by Guest
Created on Jun 2, 2021

Set the reports saved as my reports as favourites in the new report list

Customers would find it very useful if the new report list set the reports saved as my reports as favourites in the new view.

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  • Admin
    Andrew Ardron
    Reply
    |
    Dec 1, 2021

    Hi Kieran. I'm not clear from the description what you are looking for here? Do you want new reports to be automatically favourited?

    New reports can be seen in the "New" list on the report group now.

    also in the latest version (currently being rolled out) you can search all reports via a new "All Reports" group.

    And, there's also a little icon (padlock) that shows that a report is private to you.

    But, not sure if any of that gives you what you are looking for?

  • Guest
    Reply
    |
    Jun 2, 2021

    i save the shared reports to the way i like in my reports - it only makes sense that they're set as favourites in the new look! Espically when there are 15 pages of reports to scroll through to find what im looking for.

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