51 results found
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Rerun reports without starting over
It would be ideal if you could rerun a report from history and have the option to click on it to edit it again before rerunning it. If I run a report with several data filters and I mess up on a filter or the client wants to change the filter after they see how it looks. Or i just need to run it for different dates, I have to start the report from scratch instead of just clicking on the report I already ran in history and making the needed changes to rerun it from there.
41 votes -
Add ability to create a batch of reports that we can use for multiple corporations
It would be great if there were a level above Batches where we could set up a batch of reports that get sent to a number of clients. Most of our clients get the same exact batch of reports, and when we make changes to the batch, we have to go through each of the clients and either copy the new set or add reports onto the batch (which can be hundreds of clients). It would be great if we could just make the change to one group and have it apply to the whole set of corporations.
21 votesWe have discussed this internally and have decided to implement this. Currently reports are scheduled as batches. We will add the ability to schedule a single report for multiple corporations.
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Be able to schedule reports to be sent on the 29, 30 of the month. Currently the schedule is either the 28th or last day of month.
Be able to schedule reports to be sent on the 29, 30 of the month. Currently the schedule is either the 28th or last day of month.
12 votes -
Fix the "Show Filter Criteria" option in Report Builder, please.
I created a generic report to be used for various clients with different filters. But, the filters always appear in the header. This forces me to make copies of the generic report with the filters hard-coded This is the only way I can prevent the filters from appearing.
12 votes -
Add a dashboard item for frequently run reports
Add a dashboard item for frequently run reports. Top 10 most frequent reports or last 5-10 reports run.
11 votes -
11 votes
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Columns widths should be locked into what was designed.
I have many sales reports showing invoice number, traveler, itinerary, invoice amount, etc., grouped by invoice. The column widths were set in Advanced Settings for fields. However, if one invoice has a traveler name longer than the width of the column, that width expands. However, it only changes for that one invoice. The result is that all fields are shifted to the right and totals are no longer aligned. Columns should be locked into what was designed. If data is too long, it should either be cut off, or better still wrapped to the next row. This is more acceptable…
10 votes -
Add an option to CC or BCC for scheduled reports
Currently there is no option to CC or BCC for scheduled reports. There are times when the report just needs to be copied to someone but they do not have to action it
10 votes -
Have filters to search for reports in Report Scheduling
Similar to MY REPORTS, have filter capabilities in Report Scheduling so we can find batches we created by name.
9 votes -
I want to have access to your canned report templates. There are a few reports that I lie but want to make minor adjustments and sort diffe
I want to have access to your canned report templates. There are a few reports that I like but want to make minor adjustments and sort differently. Erik...can you make that happen?
8 votes -
Add reports by report name for packages
When setting up report packages you can only choose reports based on the name. In some cases there are several with almost the same name. Would like to be able to see the report number so the correct report is picked.
8 votes -
be able to show time in Report builder reports
Currently if a report is run in Excel Raw data "time" cannot be shown on the report. It shows as date and not time. Building more and more reports and time is a popular field that needs to be shown.
7 votes -
Make a smart filter for City and State
It would be helpful when pulling hotels for a certain state, etc. that if you use the state filter first that the next filter for city would be condensed to only those cities located within that state. So for instance, if I want to run a report for all hotels within Florida. If I set the first filter to equal vendor state of FL then when I select the second filter of vendor city, only cities registered in your database for Florida would appear.
7 votes -
7 votes
We are adding the ability to save report filter criteria so you can have multiple report criteria sets that you can apply to any report
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provide functionality to run again a previous report stored in Report History
with new dates, a new company instead of creating a new report each time and having to redo filters etc. I am aware of creating scheduled reports but I can only copy the batch and not individual reports within the batch. Sometimes the report required is in reports history and not in a scheduled batch.
5 votes -
Have the ability to have pivot tables on Report builder reports
Pivot tables are in Report builder but when you run in "excel data only" the report FAILS. pivot tables only appear when report is run in Excel, PDF or other formats. Many clients want to have reports in excel data only so they can be manipulated.
5 votes -
In Corporation management have the ability to select all corporations under a group code or if updating using a group
In Corporation management have the ability to select all corporations under a group code to remove at once, or if updating using a group code the data should validate and add new and remove old. Currently it adds new but OLD is still shown.
5 votes -
Create Year Over Year Dashboard Items
Create Year Over Year Dashboard Items
4 votes -
When running a report allow agency admins to use corporation branding
When running a report allow agency admins to use corporation branding instead of agency branding. This will allow reports to have corporation logo instead of agency logo.
4 votes -
Edit/Change User Accounts
It would be great to have the ability to edit/change more information within a user account. It is a hassle to have to delete a user and then recreate their entire profile when I just simply want to add them as an admin user.
4 votes
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