Description -
Report Builder reports have a few issues, one which many of us are unsure of how this will work come Dec 2023, and one that has always been a pain in our sides....
First, Report Builder schedules are managed in "Scheduled Reports" (along with all the legacy reports that are soon to go away). When Reports is sunset at the end of the year, where will we we able to manage our Report Builder reports? Will this section remain solely for Report Builder? Will it be migrated to the Scheduled Projects area where we can start leveraging tags? If so, we will need a new column to indicate which is a Workspace and which is Report Builder.
The second issue, is in regards to asset management. Report Builder reports aren't currently listed in the user assets... when a user leaves the company, part of that cleanup involved transferring assets from that user to another... Report Builder assets are not listed here and are non-transferable.
While I realize that we need the Excel document, it would be helpful if these type of reports are listed with the other assets. If there was a way to "download" a copy of the report (so that we can get the Excel doc), then it would make rescheduling the asset a lot easier... or if we could both download AND transfer ownership that would be ideal (I know myself that I have accidentally broken Report Builder reports from accounts that I didn't know were using it then had to track down copies and rush to get them working again).
Why is this feature important to you -
Being able to efficiently manage these reports, and keep them running, is very important to any company that is using them.
How would you like the feature to work -
Basically, Report Management would be similar to the new Project Scheduler, with the ability to see the owner, schedule, expiration, and having the ability to add tags.
Also, being able to see ALL the scheduled report builder projects (and their owners), download a copy of the report (with all the Report Builder settings) and transfer ownership of said reports will allow us to keep those running smoothly.
Current Behaviour -
Report Builder assets aren't visible as user assets, so it's easy to overlook and break these reports. Also, the old scheduled reports area is likely to disappear, so we definitely could use a face-lift of the functionality.
