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Add "Source Object" column to report repository

  • December 22, 2016
  • 5 replies
  • 20 views

christopher_sanderson
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I don't want to cram too much info into the repository screen, but I think it would be cool to add a column for the Source Object to the repository view.  This way you can easily see which object the report applies to.  Adds a little more organization to the report builder until we can do other organization enhancements.

5 replies

darkknight
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  • Expert ⭐️
  • December 22, 2016
You can already filter by Source Object...that's good enough for me.  If we're going to add anything to this I'd say add Created Date along side Last Updated.

christopher_sanderson
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Thats true, but if you source by Source Object, then you can't also search by report name, or any of the other filters.  For customers with limited reports by object, this isn't an issue.  But for customers with similarly named reports, or for new admins trying to break down the reports that were built, or for customers with 100's of reports, it might make it easier to quickly consume what the report does without the need to open it.

I do however really like your other suggestions.  Again, not looking to cram too much info into this screen, as the description may be the best place for note taking.  But definitely want to create a better experience on this page.

darkknight
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  • Expert ⭐️
  • December 22, 2016
Maybe a use case for an Advanced Search?

manu_mittal
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  • Gainsight Employee ⭐️
  • December 22, 2016
I agree that the filtering piece is a little restrictive today in that we can't apply multiple criteria together, so definitely needs revisiting. I know that some interaction changes are planned as part of adding folders, so we can see if we are able to fit the source object somewhere.

kate_green
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  • Helper ⭐️⭐️
  • July 6, 2018
I would also like to see the Source Object for each report on the report details in the Repository (without having to open the report):