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New Idea

Choose folder when saving report

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jeremy_curry
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
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    I agree. We can do this when creating dashboards.

    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • 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
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    • kelly
    • Helper ⭐️⭐️⭐️
    • 311 replies
    • 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.

    jeremy_curry
    1 person likes this
    • jeremy_curry
      jeremy_curry
    cnichols
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    • cnichols
    • Helper ⭐️
    • 82 replies
    • 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
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    • rakesh
    • Lets put your data to work!
    • 835 replies
    • October 30, 2020

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

    cnichols
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    • cnichols
    • Helper ⭐️
    • 82 replies
    • October 30, 2020

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

    When is the reporting overhaul live?

     

    Thanks,

    Cody 

    rakesh
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    • rakesh
    • Lets put your data to work!
    • 835 replies
    • November 1, 2020
    cnichols wrote:

    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
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    • phani_kumar
    • Gainsight Employee ⭐️⭐️
    • 332 replies
    • November 3, 2020
    jeremy_curry wrote:

    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.

    sai_ram
    1 person likes this
    • sai_ram
      sai_ram

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