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Product SalesPad
Created by Mathias Tabor
Created on Nov 23, 2024

Add column for Enabled/Disabled status in Quick Reports

Add a column for enabled/disabled status in Quick Reports. This would appear as a selectable column in the left-hand report listing.

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  • Admin
    Alyssa Strand
    Reply
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    Dec 13, 2024

    Okay great, I will take that back to the team for further discussion!

  • Mathias Tabor
    Reply
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    Dec 13, 2024

    Originally, I was wanting the ability to quickly determine from the Quick Report tab which reports are enabled/disabled. Your suggestion of the ability to toggle the enabled/disabled setting from the Quick Report tab directly, instead of from the Edit Quick Report function would be even better!


  • Admin
    Alyssa Strand
    Reply
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    Dec 13, 2024

    Understood! Then to clarify the intention, this is to make it easier to update quick reports between disabled and enabled, instead of needing to drill into each one?

  • Mathias Tabor
    Reply
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    Dec 11, 2024

    Yes, I know this is available when editing the Quick Report. I wanted a column available in the Quick Report selection pane (Reports tab left of the QR results Grid) that would show this information. See attached screenshot.

  • Admin
    Alyssa Strand
    Reply
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    Dec 11, 2024

    Upon review, we believe this functionality is already available! But there is some configuration that must be set up first:

    Security Editor > Quick Report Properties > Can Disable Database Quick Reports - If set to true, users will be able to enable or disable Quick Reports that are stored in the database.

    Security Editor > Quick Reports > Can View Disabled Reports - Allows the user to check a box to display reports that have been disabled.

    Then when you are editing a quick report, in the Properties tab there is a Status flag which can be changed to Disabled. Once you update this flag, go to the Quick Reports tab, toggle the Show Disabled checkbox as desired, then click the Refresh button. Users who cannot view disabled reports will not see the Show Disabled checkbox and will not see disabled reports in the list.

    Let us know if this fits your use case!

  • Admin
    Alyssa Strand
    Reply
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    Nov 27, 2024

    Thank you for this idea! I have created an internal case for further review.