Name of saved report as the Report title
released
A
Audra Ponce
I see that on the planned changes for the business name will now be on top of the report title. I also hope that the title of the report does not get changed automatically to what the saved report name is. We have special formats for year end reports and we name them distinctly and this exact wording is being saved as the title or type of report.
Subhanan Sahoo
updated the status to
released
Subhanan Sahoo
Audra Ponce wanted to share two quick enhancements we have made to Modern Reports! 🎉
- Company Name Now Appears First by Default
Just like in Classic Reports, the company name will now always appear at the top of the report, followed by the report name. If you prefer to see the report name first, you can change this in the Visuals and Headers section of the customization panel. You can also set this as a global preference for all reports by going to Default Report Settings and updating the header configuration there.
- Report Title and Report Name are Now Independent
Previously, changing the report title would also change the saved report name, which was causing confusion. We have now decoupled the two. You can change the report title freely without it affecting the saved report name, bringing Modern Reports to full parity with Classic Reports.
Both changes are live now! Please give them a try and let us know if anything looks off on your end. Happy to take a look if needed.
Please find the DEMO video for reference
D
Daliah Fritz
Subhanan Sahoo This still does not work when exporting a group of reports. No company name appearing on the reports when exported as a Group. We just tried to re-export them and there is still no company name at the top of the report.
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A
Audra Ponce
Subhanan Sahoo THANK YOU!!!!
Subhanan Sahoo
updated the status to
planned
This is planned to be fixed by next week
A
Audra Ponce
Subhanan Sahoo THANK YOU!!!!
The status was updated to
under review