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Organizing Reports

Answered


Posted Mar 17, 2023

Feature Request Summary
I would like to be able to organize my reports into folders. Using double colons, like you can do to organize macros, would work.

Use Case

We are accumulating a large amount of reports. We would like to organize them into folders for ease of navigation.

Product limitation or missing feature

Ability to organize into folders is a common feature that users are familiar with and is intuitive. The only alternative is to use tags.


Business impact of limitation or missing feature

It becomes unwieldy after accumulating a large number of reports. Time is wasted searching and navigating.


Other necessary information or resources

None


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4

4 comments

Official

image avatar

Walter Bellante

Zendesk Product Manager

Hello!
Thank you for your feature request.

Just wanted to let you know that you can already use "Tags" to organize reports in the reports library. If you're interested, you can learn more about how to use tags here

Regards,
Walter

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Seems like an essential organizational function, please implement this. 

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Having over 250 dashboards built since we first adopted Explore, we are also very interested in this feature request. Has there been any movement on this?

0


While the feature doesn't come, is there anyone with tips on how to organize the reports? At the moment I am using patterned names, but any improvement is welcome :) 

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