customized report list
under review
N
Natalie Browne
Prior to the new modern reports, when one customized a report, one could edit the name of the report from the actions on the right from the customized report list. That feature is now gone. So, if we create a custom report and then want to rename it later, we are unable to do that. we are forced to create the report again and name it and then delete the other. not very efficient
N
Natalie Browne
Another item discovered is it seems groups created are not shared between team members.
M
Molly Pellegrino
Natalie Browne Right? I only just found this out a few months ago when looking at a staff accountant's screen while training. I think I understand the logic since different users may want to arrange and organize their reports differently. Maybe when reports are first shared, they can show up to each user as originally grouped. If a user wants to change their grouping/organization later, they can.
The status was updated to
under review