Reporting - Ability to 'Save' to same draft file (not Save as)
Reporting - ability to "save" a draft management report rather than "save as".
Being forced to "save as" every time you want to save your progress means you end up with dozens of versions.
As you can so easily navigate away from a report without saving, we have to save progress regularly when say adding notes and comments to a report. We then have to go back and delete old copies so that the lists of REAL draft reports are manageable.
We really need a "save and continue updating" option.
Amanda Llewellyn
shared this idea
Hey community, just popping in with a quick update: this has been delivered 🎉
If you customise a report and save it, you’ll now be taken straight to the custom report.
If you then modify the report and re-save, it’ll update the custom report, rather than creating a new one!
Thanks again for all your feedback around this idea 😊
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Dani Bennett
commented
I don't want to have to rename custom reports every time I make an amendment. When I create a custom report and save it I often want to amend it without having to create and rename a new report. I am ending up with multiple similar named reports and then have to go back and delete the versions I don't want and then rename the final version back to the original name. Very frustrating!
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Team Puzzle
commented
With the expiry of old legacy reports, it would be a great way to deploy custom layouts and reports to clients if the 'save as' feature was available as an option for reports created by way of HQ report templates. Currently the option to 'save as' only applies to client standard reports only.
As a related comment, we can't add HQ report template pages into a client standard report either, e.g. Management Report.
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Phil Arnott
commented
This is the same for 'Custom Reports' - even if you only make a slight tweek you have to save it as a different version which is very frustrating and inefficient.