Create Folders/Tags for Custom Reports
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Courtney Burgess
Custom reports can quickly become overwhelming, especially when learning and creating multiple reports. If we could tag reports or create folders in which to sort them, we could more easily sort what is important, or half-finished, or reporting for a specific group/person/purpose.
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Shawn Jones
I think a report that can be produced through customer tags would help with accuracy of sales in the event the original source is changed or merged into a different source
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Jacob Coleman
updated the status to
gathering votes
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Jacob Coleman
Hi Courtney, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.
Shelby Parker
Hey Courtney Burgess, thanks for your feedback! I have a few more questions for you:
- Can you provide examples of the types of tags or categories you would find most useful for sorting your reports?
- How often do you create new reports and what is the average number of reports you manage at any given time?
- Could you elaborate on the specific challenges you face when trying to sort or find specific reports?
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Courtney Burgess
Shelby Parker
- Since all custom reports are available to all users who have access to reporting, the ability to get comfortable with creating reports while not making lots of unuseable reports it would be helpful to tag/create folders for the reports to note which reports are in progress vs complete, user/team the report is meant for, other tags: daily duties, employee performance.
- I typically use about 10 or so reports regularly but am often creating others to be checked as needed. You have tons of great filters but the way our previous CRM would use reports would help highlight individual and team performances as well as regular areas of opportunity to keep an eye on - ex. I know I can set a filter to look at customers we haven't responded to but there should be a folder in reports that a manager can view to see where we are leaving opportunities regularly.
- We do a lot of manual reporting and there are lots of reports that are used and abandoned. I love how robust the filters are to help the individual find anything they're looking for, but when we want to whole team to look at the same thing, I think of reports as basically saved filters to make sure we are capturing the same opportunities. As our focuses change, we may not need to use the same reports but we don't want to get rid of them, so allowing us to sort/categorize our reports will allow us to see different priorities and adjust as needed without losing progress and cluttering up the reports page