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Add the ability to select the folder for a report while you a building/saving the report

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samantha_braastad
Currently, you have to go back to the report repository after creating a report to select which folder is should go in. It would be great if you could select which folder the report should go in as you are creating/saving the report to remove the additional step

    10 replies

    venky_reddy_k
    Yes, today you need an additional step to add a report to a folder. By default folder gets created in "Uncategorized" folder. We do have plans to change this and give the user an option save a report into a folder while saving the report. However this item is not prioritized for Summer '17. Will keep this thread updated with ETA as and when its available.
    reneehouse
    1 person likes this
    • reneehouse
      reneehouse
    jeffrey_coleman
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    Just echoing this... it's not even that it's just an additional step. It's a step I never remember to go and take. When I finish building a report i'm off to add it to the dashboard or the 360 page or go back to tweak the data load rule. Having this as part of the save process would be great.

    Also -- when you "Save As" from an existing, filed report, the default should be for the same folder.
    jame_ervin
    1 person likes this
    • jame_ervin
      jame_ervin
    drew_h
    • drew_h
    • Contributor ⭐️⭐️
    • 4 replies
    • February 20, 2018
    +1 It promotes making a mess of things, because users aren't prompted to organize their reports, and as Jeffrey said, users will quickly move on without thinking twice about this. 
    mai_hoang
    • mai_hoang
    • Contributor ⭐️⭐️
    • 6 replies
    • March 14, 2018
    Just adding to this, if I am in a reports folder and add a new report, it would be nice if the new report saves to that folder. 
    heather_hansen
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    • heather_hansen
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • 954 replies
    • October 25, 2019

    Adding to this as I thought about it today, and thought to bring it back up.

    phani_kumar
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    • phani_kumar
    • Gainsight Employee ⭐️⭐️
    • 332 replies
    • November 3, 2020

    Hi

    similar post asking for the same feature.

    Early next year we have this feature enabled.

    Thanks.

    andreammelde
    Forum|alt.badge.img+3
    • andreammelde
    • Helper ⭐️⭐️
    • 367 replies
    • November 13, 2020

    i end up with so many reports uncategorized bc you can’t do this at save

    Andrea Carroll
    rakesh
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    • rakesh
    • Lets put your data to work!
    • 835 replies
    • January 22, 2021

    Hi All,

    We have taken care of this in the horizon reporting which is planned for rollout in a month or so

     

    phani_kumar
    sai_ram
    andreammelde
    3 people like this
    • phani_kumar
      phani_kumar
    • sai_ram
      sai_ram
    • andreammelde
      andreammelde
    andreammelde
    Forum|alt.badge.img+3
    • andreammelde
    • Helper ⭐️⭐️
    • 367 replies
    • January 22, 2021

    @rakesh amazing thank you!! this will help keep our reporting organization clean

    Andrea Carroll
    sai_ram
    1 person likes this
    • sai_ram
      sai_ram
    N

    Hello Everyone,

    Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC & NXT versions. Admins can now select the required folder to save the report while creating a new or clone report.

    Thanks for posting!

    Reply


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