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Reports & tax: Reporting

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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.

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Freya Pieroz shared this idea  ·   ·  Report…  ·  Admin →
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  • Frank Burnham commented  ·   ·  Report

    I would REALLY like the ability to edit the name of a previously published report. Currently users can not do that.

    My clients frequently publish reports using all sorts of goofy meaningless or confusing names. It takes time to drill into each one to see what the report is and whether it contains the relevant information I am looking for. Clients are frequently frantic and disorganized when it comes to accounting information. Since there are VERY limited document management tools available for published reports, being able to rename them in a consistent manner would be SUPER helpful in sorting and finding relevant reports.

  • Logan Rogers commented  ·   ·  Report

    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  ·   ·  Report

    @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
    ...etc

    I 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')

  • Melissa McLachlan commented  ·   ·  Report

    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.