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Created by Guest
Created on Dec 18, 2018

Ability to move reports to different report sections (i.e. People and Places, Sales etc.)

When creating reports you can choose which report section you want the report to be shared within (i.e. if you go to Sales and then select Add Report and share it, it get saved in that section)

However, it would be useful if when creating a report not within one of these sections, to then have the ability to choose which report section you would like to to be saved in or move it to a different section. At the moment we have to do this for customers, or they have to recreate the report in the section they want it in

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  • Guest
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    May 14, 2021

    When you create a Report e.g. under "Marketing Reports", save it, then tweak the filters and do "Save As" to save a slightly different copy, it doesn't save it under "Marketing Reports" (i.e. where you just were) - just saves under Shared Reports. Would be better if you could choose the location or "Report folder" when saving like this.

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