2 results found

1. Polaris 7.6 - Exclude deleted record sets from SimplyReports

   When you are using the general filters in SimplyReports, the record set list includes record sets that have been deleted. I'd like to either have the deleted record sets excluded or have a check box that allows you to exclude them.

   14 votes

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   COMPLETED  ·  2 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →

2. Polaris 7.7 - Make it possible to create a record set from Saved Reports in Simply Reports

   Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually. This is time-consuming and makes mistakes more likely. Please consider adding the capability for saved reports in Simply Reports to generate a new record set when run. Thanks!

   Idea Value
   Time saving, more efficient, more useful

   Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually.… more

   62 votes

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   COMPLETED  ·  4 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →