Add a Create Custom Report Template button to Custom Report page I get when selecting this option from the Reports menu

Description

Right now I can only get to the page for creating a custom report template by selecting it from the gear menu. It would be good to also have that as a button on the Custom Reports page that comes up when I select Custom Report from the reports menu. (Another option would be to have creating a template be an option on the templates list.)

Activity

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Jessica Crouch
May 4, 2020, 5:23 PM

After meeting with Christine, we would propose removing the “custom reports template” from the gear menu all together. Instead, when a user selects Custom Reports from the create menu, they would be taken to the custom reports template page. The options to run and duplicate (or copy) the report could be added next to edit and delete. If they select Run, they’d be taken to the background jobs page. This would eliminate the confusion around going between the gear menu and create drop down after you create a template.

Assignee

Unassigned

Reporter

Christine Di Bella

Labels

Priority

Minor
Configure