Allow for admin level organization of Report Folders | Community
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ThomasPl
Level 2
March 10, 2018
Declined

Allow for admin level organization of Report Folders

  • March 10, 2018
  • 9 replies
  • 3278 views

Currently, WF administrators have no way of establishing an organization level structure for reports. Only individual users can specify their own organizational structure for reports. There are TOO many reports for individual users to know what is or isn't important unless specifically told to favorite specific reports.


It would save a lot of everyone's time if administrators had the ability to organize reports into shareable folders to groups of users or an entire instance.


True you can circumvent the need by putting specific reports on dashboards, but that's not the issue at hand. This targets making reporting for accessible.

    9 replies

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    March 16, 2023

    I went in here to submit the same idea, and saw it's here. Yes please! Even with creating your own report folders, they are only visible to yourself. I really want report folders visible to/shared with admins. For our use case, our instance supports mannnyyy Groups and some reports are global and some are Group-specific. Though we put the Group name in reports to help distinguish, it's not enough. Want to separate them in folders.

    If this helped you, please mark correct to help others : )
    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    March 16, 2023

    @thomaspl there are a couple other Ideas on this if you want to upvote those too:

    https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/report-folder-organization/idi-p/525859
     

    @jon_chen can we consolidate these Ideas and their votes? All dancing around the same thing and I want this!

     
    If this helped you, please mark correct to help others : )
    B
    BeksKi1
    Level 2
    March 10, 2018

    Hi,

    A couple of suggestions for improving the overall experience when it comes to report folders:

    1. It would be great if we had the ability to click multiple reports to drag in to a folder at one time.

    2. Every time I drag a report to a folder, the page/site reloads and takes me to the folder I dragged a report in to. This kind of goes with being able to drag multiple reports at once to a folder, but it is annoying to constantly have to click to go back to all my reports, drag a report to a folder, then be taken to the designated folder, then have to click back to the "My Reports" section, repeatedly.

      A
      AndrewDa20
      Level 2
      January 17, 2019

      This drives me absolutely crazy. it makes the folders for reports almost useless.

      jon_chen
      Community Manager
      jon_chenCommunity Manager
      Community Manager
      March 16, 2023

      Thanks for looping me in @madalyn_destafney ! I'll go ahead and merge these ideas now.

      test signature
      FrankatMSC
      FrankatMSC
      Level 4
      September 8, 2023

      Tthis feature is well over due.  The ability to create report folders really helps organize them but is rendred useless if they aren't shareable.

      jon_chen
      Community Manager
      jon_chenCommunity Manager
      Community Manager
      April 26, 2024

      This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

       

      @thomaspl @frankatmsc @madalyn_destafney @angielawrence @rwh @angielawrence @rkirk @andreadi @andrilitaro1 @andrewda20 @bekski1 

       

       

      test signature
      A
      andreadmw
      Level 2
      April 26, 2024

      Yay! 

      M
      Adobe Employee
      MattMi3Adobe Employee
      Adobe Employee
      May 29, 2024

      We are not planning any changes to the report folder structures at this time.

      In the future we do plan to implement a tagging capability for Canvas Dashboards dashboards. We need to perform additional research to evaluate the approach and if it will meet the long term need for organizing reporting and dashboard content.

      M
      Adobe Employee
      MattMi3Adobe Employee
      Adobe Employee
      November 25, 2024

      Thank you all for providing input on how report folders can be improved. While we have no current plans to update the report folders options, the input you have provided will help shape the solution we plan to provide a complementary capability in the new Canvas Dashboards reporting surface.

       

      We will include your feedback when defining the requirements for this future investment.

      M
      Adobe Employee
      MattMi3Adobe Employee
      Adobe Employee
      April 17, 2025

      We have no current plans to enhance report folders at this time.

      We understand the value that an admin-controlled folder structure or tagging capability would provide. And our intent is to apply the lesson learned around how report folders are not working for you, and to incorporate this and other feedback, as we evaluate what a tagging capability needs to include in the new Canvas Dashboards reporting surface that we are actively building.

      Thank you for the feedback.

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