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Report Sub-Folders
It would be awesome to be able to have sub folders within report folders. Example:
Folder: Fini Condominium
Sub Folder1: Prospect Demographic Reports
Sub Folder2: Buyer Demographic Reports
Sub Folder3: Dashboard Reports for Fini
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Jakester Aug 2 |
This is duplicate, but the search in IdeaExchange is so poor that I'm not going to bother trying to find the original. |
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rpr2 Aug 2 |
DUPLICATE: http://ideas.salesforce.com/article/show/61171/Nesting_Report_Folders |
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Jakester Aug 2 |
Thanks, rpr2! |
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WrogWrog Aug 5 |
I echo the sentiment about how hard it is becoming to find things in IdeaExchange. Seems that most users now simply add ideas rather than searching for existing ones and/or just vote for things coming up in the RSS feed. If your idea is more than a week old, the voting seems to tail off rapidly. Shame - a lot of good ideas get lost in the noise, while we vote for a logo for the next release..... |
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Atomic1 Aug 6 |
Merged Idea
originally posted Aug 4
Dashboard Reports
When adding a component to dashboards, we need to choose the report behind it. We have a long list of report folders and reports within that.
It would be wonderful if we could first choose the folder and then the report within the folder rather than scrolling through a VERY long list of reports to find the one needed for that component. All it would take is a new field for folder related to the existing field for report. |
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scraps Aug 6 |
Merged Comment originally posted Aug 4 |
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WrogWrog Aug 6 |
Merged Comment
originally posted Aug 5
..... or an "add to Dashboard" button, whereby you could select the dashboard to add it to
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AlexCRMmanager Aug 6 |
Merged Idea
originally posted 02/08/07
Nesting Report Folders
It would be great if we could create folder hierarchies for Reports. I have had several customers request this feature. It would make the Reports tab a lot easier to navigate in, and would help administrators be able to keep the reports organized.
The image above is a mockup in Paint showing how it might look in the SFDC interface. Anyone else think this would be useful? |
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ttt Aug 6 |
Merged Comment
originally posted 02/08/07
how would security work?
today, security is decided on the report folder, how would ths work if you cannot see the parent but can see the child folder? What about if you can see a parent but no children, and there are no reports saved in the parent. do you still see it? What about if you have no rights to the object reported on in the reports in the folder , then you'd see an empty folder? nothing? |
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted 02/08/07
I think that security could work just like it does for nested objects in many other applications (i.e. Active Directory for Windows) - you choose to propagate permissions down the branch or you don't. The default setting would propagate, and you could override that setting if you wanted to. If you only have permissions to a child branch, then you can automatically see back up the tree to its parent, grandparents, etc., but you can't necessarily see the other folders/reports in those parents/grandparents unless you explicitly had permissions to those folders. Its a pretty common security model.
As far as rights to objects that the reports reference, SFDC already takes care of that. |
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chris925 Aug 6 |
Merged Comment
originally posted 02/08/07
Or similar to the "Roles and Subordinates" that you can choose at any level within SFdc...
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HRearden Aug 6 |
Merged Comment
originally posted 02/13/07
So simple, yet so necessary. We have hundreds upon hundreds of reports and our folder system has become a nightmare.
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tt Aug 6 |
Merged Comment
originally posted 02/13/07
What about if you had a different set of report folders for each application in the AppExchange drop-down?
Are these reports separated by function withing the same application? |
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted 02/13/07
Sorry tt, I don't think that would really solve the problem for most people. Because of the limitations of the SFDC analytics and dashboards, most people have tons of reports in their basic SFA or S&S applications. You need to implement nested folders like the CrystalReports.com AppExchange product (Check out their online demo to see what I am talking about)
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arosenstand Aug 6 |
Merged Comment
originally posted 02/16/07
In addition to your suggestion which I like - wouldn't it be wonderful if you at least could move reports around without having to run, save as in a new folder and then delete the existing.... I would very much like to see Folders with sub folders with the click and move function.
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted 02/16/07
I completely agree arosenstand, that would be a much better way to manage reports. Having to run a report every time you want to move it is a waste of our time, and a waste of Salesforce.com's server cycles.
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tt Aug 6 |
Merged Comment
originally posted 02/27/07
Would it matter if the security was the same on all sub-folders?
The usage that we see the most often is that business units or functions have a set of folders they want to share to alll the same population. Is that what you see? Would this be ok? The security problems are worse than the role hierarchy, because it's like the opposite of the role hierarchy - we don't want normal users to have to go to the lowest point of the folder hierarchy to find their reports. and that reports at the top are only accessible by the users at the top of the role hierarchy, |
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted 02/27/07
Hi tt, that approach to security would certainly be a good start, and if it helps "nesting folders" to get rolled out sooner, then I say go ahead and set it up that way. I think it would still be nice to have selective permissions on the folder tree and the associated reports (especially for larger installations of SFDC), but I can understand the technical hurdles that creates. As far as the user experience, the user won't realize that they can't see the reports in the parent folders, so they don't really know what they are missing (in my opinion). If we choose to make them drill down through empty folders to find their reports, then that is our design choice - for better or worse. Users will navigate the tree to find what they need, if that is how we have to set it up.
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AHF Aug 6 |
Merged Comment
originally posted 03/06/07
We look foward to having this report organization functionality!
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Loic Aug 6 |
Merged Comment
originally posted 03/16/07
Please also do create folder hierarchies for:
- documents - dashboards - campaigns - email templates - etc We have 1000s of them, and they are very difficult to retreive and manage without a proper folder hierarchy. |
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greggehrich Aug 6 |
Merged Comment
originally posted 04/05/07
I would prefer ability to tag over folders.
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vsandle Aug 6 |
Merged Comment
originally posted 04/16/07
Folder hierarchy for reports is something our users have been clamoring for - this would allow for a setup of permissions at the parent folder level with no need to continually monitor users setting up incorrect permissions/views.
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vsandle Aug 6 |
Merged Comment
originally posted 04/16/07
Also would love to see this for Email Templates for our Support group
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Heros Aug 6 |
Merged Comment
originally posted 04/19/07
Please we need this, we have a lot of reports, documents, template
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MissV Aug 6 |
Merged Comment
originally posted 05/02/07
This would be great! I constantly get complaints from our users about the number of reports. If I could separate the reports into subfolders by the types of users who are accessing them, it would save me a lot of headache!
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AmandaFoord Aug 6 |
Merged Comment
originally posted 05/15/07
The ability to create sub-folders within the reporting folders.
We have a few users who have a number of reports that they would like to keep in their personal custom report folder but for ease of viewing would love have them in sub-folders. |
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Jubub Aug 6 |
Merged Comment
originally posted 05/15/07
Missing it, too. By structured reports in some kind of hierarchy it would be much easier to get around. It'll also raise user adoption...
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dcunni Aug 6 |
Merged Comment
originally posted 05/15/07
There are many best practices to help manage this today. Do people care to share some of them here? I'm interested to see where this is relative to some of the other ideas that have been posted. For example would you rate this higher than Custom Report Types? What about dashboard refresh or the dashboard run as user idea?
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AMartin Aug 6 |
Merged Comment
originally posted 05/15/07
There are too many limitations with current Report folders. Granting a user Read/Write access to a separate folder isn't good enough since they may be able to add new reports to that folder but they can't edit the report once it's there.
It would also be good if I could delegate administration (read/write/change access) of some report folders while only granting Read Only access to other users. I have team leads that want to maintain their teams reports and it's not as easy as it should be. |
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Inov8 Aug 6 |
Merged Comment
originally posted 05/15/07
I would also like to see sub folders for the Documents Tab.
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Rorr Aug 6 |
Merged Comment
originally posted 05/15/07
For Documents Tab Discussion
http://ideas.salesforce.com/article/show/28237 |
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SalesOps Aug 6 |
Merged Comment
originally posted 05/15/07
I think that sub-folders are an absolute necessity with any organization that has a global sales organization and different market/product segments.
As for the issue of prioritization against other analytics enhancements, I'll just say this: if you offer Custom report types (another absolute necessity) without having subfolders, this will make the issue of report organization even worse. Maybe a 100 or 200 user company can use best practices to manage reports, but when you have more than a few hundred users, a global sales org, and multiple sales segments, those best practices don't apply. |
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Pepe2007 Aug 6 |
Merged Comment
originally posted 05/15/07
Agree totally with SalesOps...sub folders are a neccessity, especially if you have custom reports.
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dreamhomesww Aug 6 |
Merged Comment
originally posted 05/15/07
Definitely need the ability to create sub folders for document management. We run a number of campaigns and each is seaprated by a contry or a a particular developer. Creating sub folders is vital so that we can properly organize marketing material.
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jessica_walas Aug 6 |
Merged Comment
originally posted 05/15/07
I think this is a duplicate of the "Document Management - Hierarchial Folders" idea
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Heros Aug 6 |
Merged Comment
originally posted 05/15/07
This is a great idea to have. Right now I have to keep modifying the Report Folder Names with a charachter at the from for the folder that is being used the most. That way the folder regardless if it is for Support will be at the top because I have named it "aSupport"
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ErichC Aug 6 |
Merged Comment
originally posted 05/15/07
Have the ability to create sub-folders to help organize the Report tab.
EricH |
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Scott_Jorgensen Aug 6 |
Merged Comment
originally posted 05/15/07
You have a great screenshot... but this idea was already posted under Analytics: http://ideas.salesforce.com/article/show/23120< might also want to vote for this feature which would have helped you avoid creating a duplicate idea: http://ideas.salesforce.com/article/show/25124
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Steve_at_Neff Aug 6 |
Merged Comment
originally posted 05/15/07
Allow creating new folders within folders on the Reports tab for easier organization
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AmandaFoord Aug 6 |
Merged Comment
originally posted 05/15/07
This has alreadyead been raised - see this link to http://ideas.salesforce.com/article/show/23120
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RRivas Aug 6 |
Merged Comment
originally posted 05/15/07
Please give priority to this idea also for documents so the information is more structured. If we are able to create all kind of fields, views, etc why not a sub-folder?
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Per_Hansson Aug 6 |
Merged Comment
originally posted 07/25/07
This would be great!
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eml Aug 6 |
Merged Comment
originally posted 12/02/07
Love it. Really need it (was just posting this one myself).
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted Apr 2
Glad to see that this idea is being evaluated for implementation:
http://blogs.salesforce.com/analytics/2008/03/top-10-idea-pos.html Can you provide us with some updates on this @TT? We'd love to help you develop the concept!! |
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted Apr 2
truncated text in previous comment:
"Can you provide us with some updates on this, TT?" |
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rodneyage Aug 6 |
Merged Comment
originally posted May 1
Sounds great ... would really help manage / organise the loads of reports that I build. Please build it! R.
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siemens Aug 6 |
Merged Comment
originally posted May 12
This would make life much easier. Could this be done for dashboard folders as well?
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tt Aug 6 |
Merged Comment
originally posted May 13
When we do this, it will affect:
o Report Folders o Dashboard Folders o Email template folders o Document tab folders (http://ideas.salesforce.com/article/show/28237) unfortunately, no updates for now. But there are two competing ideas: This one, that would put more levels on the folder hierarchy Ideas about "controlling access to folders" which would mean CRUD on folders. Doing one of the two is easier. Doing one makes the other harder. Doing both at the same time is a lot of effort. |
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siemens Aug 6 |
Merged Comment
originally posted May 14
Could this also be extended to opportunity products? We have many products all belonging a small number of product families. Ideally when we click 'Save and add Product' on an opportunity we would view a product family folder hierarchy which would look like a report folder hierarchy. We would like to be able to expand and shrink the product family folders to find the related products.
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tt Aug 6 |
Merged Comment
originally posted May 14
siemens, you should really add another idea for a product hierarchy within the opportunity, and mark it as an SFA idea to make sure it gets noticed.
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted May 19
@tt, thanks for the update. Of course, I would like to see my idea implemented first, but both of them would be greatly appreciated! :-D
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AlexCRMmanager Aug 6 |
Merged Comment
originally posted May 19
@siemens, please post a link to your idea for Opportunity Product folders so that we can vote for it!
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mg_cool Aug 6 |
Merged Comment
originally posted Jul 14
Changed status to Large Enterprise Idea.
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AltiumForce Aug 6 |
Merged Comment
originally posted Jul 18
Like most I have many reports. Many of the reports reside in a folder such as Inside Sales Team. Within that folder there could be 50 other reports that should reside in a sub folder within the master folder such as Northeast Region, Mid-West Region and so. It would be nice to have the same folder structure as Windows which gives the ability to have folders within folders.
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Jakester Aug 6 |
Merged Comment
originally posted Jul 18
I'm pretty sure this is a dupe, but the search function in IdeaExchange is so poor that I'm not surprised you couldn't find the original.
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Tom_Tobin Aug 6 |
Merged Comment
originally posted Jul 18
It's 61171
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carlito Aug 6 |
Merged Comment
originally posted Jul 18
What about tagging your reports and finding them that way?
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tz Sep 3 |
Please work on that. I'm getting crazy with all my report folders displayed hjust in a simple list. Having a structure would be a benefit for everybody working with reports. |
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AlexCRMmanager Sep 4 |
Wow, that's really frustrating, why did my idea, posted in FEBRUARY last year, get merged into this one that was post less than a MONTH ago? |
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mattiasnordin Oct 8 |
The current folder structure is not good. Please correct it to work more like a common windows file structure. Other websites allready have it. |
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jshumaker05292008 Oct 20 |
This would be immensley helpful when trying to wrangle reports |
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scraps Oct 30 |
Hey Salesforce, is this a difficult thing to implement? All I want is Report Sub-Folders - 1 level is fine. I'm getting hammered by my Sales team to clean up the Reports, but there's nothing I can do! |
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tt Oct 30 |
This turned out to more difficult, because of the number of places the folders appear in the application, and the lifecycle (controlling what happens when you remove a top level folder vs a lower-level folder). We did Scheduled and emailed dashboards and reports instead of this. |
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larryrockstar Nov 12 |
How about voting for: http://ideas.salesforce.com/article/show/63114/Dependent_Picklist_for_Dashboa... We need a better way to find the appropriate report. Sales people are putting numbers and weird symbols to get their report to rise to the top. This is not acceptable. How about having a setting in the UI to allow dependent picklists (choose folder, then report) in dashboards? This would help large customers tremendously! |
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POST IDEA
Rather than having to leave the report, you could go straight to the 'New Dashboard' page and have the report already linked.