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New Idea

Allow folder creation for reports when saving a new report

Related products:CS Reports
  • April 19, 2023
  • 1 reply
  • 24 views

sarahmiracle

Simple admin “quality of life” improvement -- I often think about a new folder for reports I need to create while I’m building the report, and I realize it doesn’t fit into my current folder structure. Giving me the ability to create a folder from the report builder page would save me a couple of steps. 

The user experience today is:

  • Need to create a new report
  • Start creating report
  • Click Save Report
  • Realize the report is serving a new function/use case and you need a new folder for it (and future reports related to this use case)
  • Unable to create a report from the Save Report window
  • Save it to Uncategorized
  • Exit out of Report Builder to Report Builder List View
  • Create a new folder
  • Click the report in question
  • “Move To” the newly created folder

Improved user experience:

  • Need to create a new report
  • Start creating report
  • Click Save Report
  • Realize the report is serving a new function/use case and you need a new folder for it (and future reports related to this use case)
  • Create New Folder
  • Save report

1 reply

jenlpro
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 55 replies
  • May 15, 2023

Running into this issue today & always - this would be an amazing improvement! 


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