Skip to Main Content
Product Suggestions
Status Shipped
Categories CRM App
Created by Andrew Ardron
Created on Nov 6, 2019

When you've created lots of reports, it would be useful to be able to search for a report by name

Its hard to find reports by scrolling through a long list of tabs on the left. It's even harder when you dont know which group the report has been stored in.

So, being able to search for a report (in this report group, or maybe an option to search across all report groups) would be really helpful.

(as well as the ability to reorganise the reports - moving them to different report groups and dragging the sequence of reports around within a group).

It might even be useful, to be able to create additional report groups (additional sub-menu items under "reports") and move reports to those.

There's also another suggestion for having my reports and shared reports in one list, just with an icon that makes it clear when a report is or isnt shared - that would also make it easier to find when you dont know whether you shared it or not) - https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-59

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |
    Apr 19, 2021

    In the latest CRM release (you might not have it yet as each version rolls out to customers over a few weeks)... you will find a new way to navigate reports that includes favourites, frequent reports, and searching by report name. We've also made the whole screen look prettier so we hope you like the update !

  • +1