12 results found
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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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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 -
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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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 -
allow when reports are in distribution to email to show subject as corp and which report is being ru
4 votes -
Create Year Over Year Dashboard Items
Create Year Over Year Dashboard Items
4 votes -
Create a way to search for specific reports in Report History
In the Report History, it would be great if we could search for a specific report name or corporation. We run a lot of reports at once (hundreds sometimes), and it's tedious going through all of the pages.
4 votes -
Indicate in the distribution email why a report was not included
Indicate in the distribution email why a report was not included (no data or failure). Sometime reports run, but are not produced and it just says unable to be generated. Users would like to know why.
3 votes -
Allow users to search or filter inactive reports
Allow users to search or filter inactive reports the same way they do active reports.
3 votes -
1 vote
We have this category cleanup scheduled for Q3 2014.
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Allow a setting for defining the default dates for ad-hoc reports
Allow a setting for defining the default dates for ad-hoc reports.
Another option might be to allow user to select from the pre-defined list of date ranges and it remembers from session to session.
1 vote -
Add an Activity Log
Add an activity log where we can see user activity in the system. Things users would liek to see:
- Emails Sent
- Reports Run
- Logins
- Errors1 vote
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