+5

Add "Parent"/"Child" functionality to Reports

Jesse Holden 4 months ago updated by Anthony Paillard 4 weeks ago 1

I have individualized daily Reports I send to each Account Manager -- I was able to use a Template to create these, but making changes or updates to the Template does not change the Reports it created; I have to update every one individually every time I change anything. Having a Parent/Child relationship between Templates and Reports created from them would make that feasible.

Hi,

I've discovered that recently. I have 50+ scheduled reports for my customers and if I change something on my template I've to rescheduled all my customer's reports.

I'm glad that someone else raise that issue and that should be a request for a new feature :-)


Anthony