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Product Suggestions
Created by Guest
Created on Feb 7, 2019

Ability To Create Folders or move reports between groups to Organise Shared Reports

it has been suggested that it would be helpful to have the ability to create folders so you can organise the list of shared reports.

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  • Admin
    Andrew Ardron
    Reply
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    May 18, 2023

    You can't create your own folders or groups, but over various release iterations there are now a number of report groups that exist (marketing, sales, product, service etc)... and you can also now move a report from one group to another. You'd need to open the report, Save As, and choose the new group. You'd then need to delete the original report from the original group.

    That's not entirely straight forwards, and you can't yet create folders so I'm leaving this request open... just thought that advice/workaround might help some users.

  • +7
1 MERGED

Report grouping

Merged
It would be nice to be able to group reports together in "folders" under the Share Reports section, my company has 30+ reports in that section so being able to group them by type/area would be useful.
Guest over 4 years ago in CRM App 0
0 MERGED

Report Folders

Merged
Ability to tidy up report folders and be able to drag reports from My Reports or Shared reports into the various Report Folders
Guest about 4 years ago in Other 0