Report Templates - Allow "Current date" to be inserted in reports at the client level.
There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.
Tracy Woodfield
shared this idea
Heya team! We know it's been a while since this idea was initially started but we really appreciate your feedback on how dynamic dates for report templates would be useful.
Our reporting product team are currently doing some discovery that could possibly solve for the needs here and we'd love to get your input to help validate their research.
If you'd be keen to be involved please book a time with our team through the 👉 link here.
We really appreciate your engagement, and I'll be sure to share outcomes in our next update.
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Tracy Woodfield
commented
Report Templates - when customising the ability to add dates that will automtically update would be benefical especially when the date doesn't update automatically and the only solution is to delete the report and start all over again with the template to customise it again which is a waste of time.
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Tracy Woodfield
commented
The ability to insert a date that which literally update. Currently you can do this in reports for the current date and the year end but if this gets overwritten for example you are then stuck with having to update the date manually every time you want it to show the current date. This gets very frustrating when reports have been particularly customised and you can't simply import another report
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Erika Kuzma
commented
I've just asked the same question to the support team today (see attached screenshot). Can be very frustrating when someone overrides the inserted field - especially when a bit of time has already gone in to personaling the accounts pack and re-running it would be time wasteful.
