Reports - Provide the ability add a custom form to reports, allowing us to track report properties | Community
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MarieKe1
Level 6
April 27, 2018
Investigating

Reports - Provide the ability add a custom form to reports, allowing us to track report properties

  • April 27, 2018
  • 6 replies
  • 752 views

Reports currently only have a "description" field that is viewable to all users accessing the report - and also the character field limit is small.

We currently struggle to keeps reports clean & relevant. I think I need to resort to an Excel spreadsheet to track report details & properties.

I need a Admin fields on reports so I can track:

  • Why did I create this report? (Who requested it?)
  • Why was it requested? (Specific project or portfolio?)
  • What is the goal of the report & how is it being used? (ex: To use at a Production meeting? For execs. to use for a specific meeting?)
  • What are my revision dates? (And what did I do?)
  • Who is the Report requester? (So, if I want to change the report, who do I need to talk with?)
  • Is there something specific to this report creation that I need to watch for? (Ex: Maybe there was one thing I could not yet accomplish on this report that the user wanted - so when I go to revise it, I need to see if WF has added this functionality)

Either this could be a Custom Form on reports or system Reports Properties fields that are attached to all reports. It is important that I be able to control who sees these fields.

    6 replies

    M
    MatthewMa2
    Level 5
    July 30, 2018

    I would love to be able to add custom field check boxes for whether a report a corporate wide resource, for managers, for users, for admins, etc.

    Right now naming conventions and descriptions are all that we have, and it is nearly impossible to find key reports. (1410 reports total in our system)

    A
    AdinaPi2
    Level 3
    July 30, 2018

    Having a custom form on a report would be great!

    M
    MichaelLe
    Level 7
    July 31, 2018

    Awesome idea! Upvoted.

    MoniqueEvans
    Community Advisor
    MoniqueEvansCommunity Advisor
    Community Advisor
    September 20, 2018

    I personally would prefer this to be a part of the Report details instead of a custom form, so I wouldn't have to train non-admins to attach the form and fill it out. Right now I try to track all of that in the description field but it gets messy and you don't always want everyone to be able to see the inner workings.

    M
    MarieKe1Author
    Level 6
    September 24, 2018

    Monique - Nice idea!

    SarahWilkersonCA
    SarahWilkersonCA
    Level 7
    July 21, 2020

    Yes, I need additional fields for reports. I love the idea of having more fields on the report level, instead of a custom form, but I'd settle for a custom form if it gets us this functionality faster.

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