Having further filters or folder options within the Reports

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Kevin Ellis

26 May 2011 15:25

On the reports tab we have a number of reports building up which means we have to scroll down quite a way to find the correct report. We have the Filter by... option to choose a scheme but would be useful to be able to group the reports in folders or have further Filter by options such as choosing Scheme and then by Insurer.

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  Adam Bishop 20 November 2012 10:07

  A filter/search report option and ordering of report list are coming in the next release :)

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  Mark Williams 22 November 2012 14:36

  This would be further improved by adding tags which would enable us to add reports to multiple groups.

  Great idea.

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  Richard Thorne 08 January 2013 14:40

  Adding folders within the reports tab would be a huge benefit to us. The ability to group agent reports is a good idea.

   

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  Adam Bishop 08 January 2013 15:00

  Easier report management will be demonstrated in the forthcoming release of SchemeServe Amber.

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  Adam Bishop 22 May 2013 14:47

  This feature is now available for all sites.

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