Experience the difference of "Elite".

Custom Reports Widget (so users can create their own custom reports)

Status: Requested 7 Votes
May 3, 2022 3:00 PM
Joined Apr, 2021 16 posts

I can see lots of mentions of custom reports in the New Feature Request Forum but there isn't one General request. 

Everyone's business is unique and we all do things in different ways, although there are lots of reports we don't find any of them actually provide us with the information we are looking for and it seems many other users feel the same way. 

I think the only way to give everyone what they need is to create a Custom Report widget that lets each user create their own custom reports with exactly the information they are looking for. Including the ability to display and filter by both custom fields and tags. 

Clearly, this would be a huge initiative but it would be so incredibly valuable to all OR users. 

In the meantime, the ability to save favourite reports (including your preferred settings) more detailed descriptions of each report (why and when you might want to run it) and videos would be immensely helpful for those getting started. 



BlueSky Getwaway
May 7, 2022 8:48 PM
Joined Mar, 2022 8 posts

I am trying to do a monthly report for April right now and none of the reports so far give me the info I want all in one report, I would love a custom report and the ability to save favorites so I don't have to search every month for the ones I would use over each month. This should be a feature request. :)