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Add bulk 'add reports to dashboard' option from reports page's tag/filter view to UI



Publicado 16 de out. de 2023

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

Existing reports can be accessed in Explore using the reports view, where you are presented with a typical list view that includes a query bar, left hand nav with filter options, and checkboxes on the view that allow you to delete in bulk.

It would be helpful if there was an option "Add to Dashboard" or "Add to New Dashboard" added as a bulk option, or added to the right hand [more] button on each report: 

What problem do you see this solving? (1-2 sentences) 

In order to add a report to a dashboard, you can either add multiple reports from the dashboard itself or from the report itself to multiple dashboards. However, you are not able to filter using tags in the dashboard dialog to add reports. Since many reports have dozens of clones, it can be difficult to nail down which version you're trying to locate.

 

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

This is an on-going issue. This impacts the ability for admins and editors to spin up new dashboards.

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

The existing functionality can accomplish this, but it takes more time than expected.

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)

Include an option like there is for 'Delete' - but where multiple reports are added to a dashboard using the reports' selected checkboxes.


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Hey Matthew, thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add you support by upvoting this post and/or adding your use case to the the comments below. Thank you again!

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