Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
Freya Pieroz
shared this idea
-
Logan Rogers
commented
Agreed, I know I can recreate the report and delete the old one, but I'm looking at dozens of reports that need renamed. Just need a way to quickly rename the report and move on.
-
Freya Pieroz
commented
@Alice Fitch I'm not looking to rename a custom report, I'm looking to rename a PUBLISHED report, so that my client no longer has a list of published reports that says:
- Bank reconciliation
- Activity Statement
- Financial report
- Activity Statement
- Activity Statement
- Bank reconciliation
- Bank reconciliation
...etcI want to be able to edit the filename of published reports so that I know WHICH bank account the reconciliation report is for (we also have a standardised 6 and 8 digit date code for filing purposes so each of those reports can be readily searched for by the period it covers - searching for "December 2023" finds me the reports published in that time period and anything for the period '1 October 2023 to 31 December 2023' but not the activity statement for '1 Oct 2023 to 31 Dec 2023')
-
Alice Fitch
commented
Hi guys, you can rename custom reports.
Here's a quick screenshot
Accounting > Reports > Custom (tab) > 3 dots > Rename -
Melissa McLachlan
commented
It would be useful if a published report could be "renamed" rather than having to go into the exisitng published report and selecting "copy & edit" to rename as renaming would allow the report to stay where it is in terms of the order of date the reports are published.
