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jeremy_curry
jeremy_curry
Helper ⭐️⭐️
April 6, 2018

Choose folder when saving report

  • April 6, 2018
  • 8 replies
  • 91 views
When saving a report for the first time (or using the save as button), you should be able to choose which folder it is being saved to rather than having to save it then back out and move it to a folder.

      8 replies

      michael_sweeney
      michael_sweeney
      Helper ⭐️
      April 6, 2018
      I agree. We can do this when creating dashboards.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      April 10, 2018
      @Jeremy, Yep, you are correct,this will reduce a click.

      To check the possibilities about this enhancement, redirecting this to our product team. 

      Thanks for Posting 
      kelly
      kelly
      Helper ⭐️⭐️⭐️
      March 7, 2019
      Also if you are in a folder and create a new report, it should default to saving to the folder you were in.

        cnichols
        cnichols
        Helper ⭐️
        October 30, 2020

        Hi @sai_ram  - Do you know if there have been any developments on this?

        We’re noticing report sprawl in the uncategorized folder as we tend to forget to go back and move the reports. 

         

        CC: @Lee Peterson 

        rakesh
        Gainsight Employee ⭐️
        rakesh
        Lets put your data to work!
        October 30, 2020

        Hi  @cnichols  We have done this  enhancement as a part of  our overall reporting overhaul 

        cnichols
        cnichols
        Helper ⭐️
        October 30, 2020

        Hi @rakesh - Thats great to hear! Thank you for the update. 

        When is the reporting overhaul live?

         

        Thanks,

        Cody 

        rakesh
        Gainsight Employee ⭐️
        rakesh
        Lets put your data to work!
        November 1, 2020

        Hi @rakesh - Thats great to hear! Thank you for the update. 

        When is the reporting overhaul live?

         

        Thanks,

        Cody 

        We are looking at early next year

        phani_kumar
        phani_kumar
        Gainsight Employee ⭐️⭐️
        November 3, 2020

        When saving a report for the first time (or using the save as button), you should be able to choose which folder it is being saved to rather than having to save it then back out and move it to a folder.

        Nice to have this feature.

        Thanks, @rakesh for handling this and waiting for the overhaul.

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