Reporting - Create folders to manage reports (Custom, Published and Archived)
Under Custom Reports
I send out reports to my departments each month, this morning it took 4 hours to add the tracking codes to the new P & L reports (we love the new report and so do our Department Heads).
I was wondering if there is a way of saving each custom report for each individual dept with their tracking within a folder. We have a Junior and Senior Campus and about 45 departments at each. We already have a lot of custom reports so having a folder system would allow each Admin staff member to access what they need easily, without overcrowding the main area.
This would save hours over a year, not only each month but when a Dept Head requests one mid month.
I have attached a Screenshot of what I mean. if we could have a folder for HOD P & L's I could then save individual P&L's for each dept and Campus then they be ready for the next month and just need to change the date. A huge timesaver.
Thanks
Shellee Madden
shared this idea
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
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Jane Vinar
commented
When Publishing Reports and Archiving them it would be handy if we could create files to store these in within the Published or Archived Reports sections, such as for a Financial Year or grouping Activity Statements together, Bank Reconciliations, Balance Sheets, etc. together.