Favorite Reports
D
Diane R. - Sandy Lane Auto
It would be great if we could have a section or folder for Favorite/Regular reports (including customized reports), where we don't have to drill down multiple times to find something. For example, I have to pull up two different reports on a regular basis to create a Service Advisor Report Card (for which I have a spreadsheet to crunch all the numbers).
Right now, I have to click
Employee -- Service Advisor -- Service Advisor Summary
and
Sales -- Vital Signs -- Vital Signs by Service Advisor -- Vital Signs by Service Advisor
Of course, these reports are in the 'My Reports' section, but the need to drill down through multiple menus to get to one report drives me nuts. And, sometimes, I'm in a hurry and I can't even remember which folders to click on, so I'm hunting for the right report and getting frustrated.
When I do payroll, I have to click
Employee -- Time Clock -- Attendance by Day -- Attendance by Day
It would be fantastic if I could press ONE button at the top, or open ONE folder that has
- Service Advisor Summary
- Vital Signs by Service Advisor
- Attendance by Day
Right now, I have to keep written notes (or a roadmap, if you will) of the 'paths' to each report, or I waste time clicking and hunting (and, if I don't write it down, it takes me forever to remember where it is). It's not productive. Having one simple option like right-clicking and 'save to favorites' would save my sanity.
Surely there are others who'd appreciate this feature?