financial reports
It would be very helpful to my organization to be able to organize reports (i.e. gift detail and summary reports) into sub-folders. I work at an organization with several branches and 15+ users.
With regards to the gift detail and summary reports, we update these on an annual basis. We are in the process of adding 2013 financial reports, but would like our users to have the option of looking up 2012 reports. Unfortunately, b/c we have to add a report for every branch for every year, this clutters up the listing and it is difficult to find the most current report.
Sub-folders for each year would be incredibly helpful to our organization and its RE users.
Thank you for the consideration.
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Guest
- Mar 13 2013
Related ideas
I agree that this would be most helpful. With queries and exports now able to be organized, I would guess that organizing reports would be a logical next step for RE. Please consider moving forward with this idea, as my financial reports list is getting very unwieldy with five years' worth of reports!
And if you try to organize the reports in your Favorites, and then delete the report in "Reports" you can no longer access the file...which, of course, would make the exercise pointless.