Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.
99
votes
Becky Dwyer
shared this idea
-
Steve Popham
commented
I agree, it would help with maintaining consistent naming conventions in an accounting firm.