Add Tag to new report created in NXT web version
Financial edge created tags to help filter the many reports that are created. This helps organize and find important reports. This is a great tool; however, you are unable to add a tag to a newly created report if you created it in the web version. You can only add tags in the database version. What is the point of using the web version to create new reports? Adding tags must be added in web version.
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Julie Goetz
- Sep 12 2017
- Implemented
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Reporting - Use Categories and Tags from database view in NXT. Allow categories and tabs in NXT
Merged We use categories and tags to isolate a group of reports for an individual, a department, the purpose of reports (budget planning, or monthly director reports, for example). It's very inefficient to try to find each report needed in the long list ...0 Implemented
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Tag Reports
Merged The ability to tag reports within NXT web view.1 Implemented
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Ability to rename and tag reports in NXT
Merged Currently, tags can only be added & edited in database. It would be handy to have this ability in NXT. Also, it would be great to be able to rename a report in either database or NXT. Currently, we have to do a "save-as" with a new name, and t...1 Implemented
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Add tagging ability within FENXT on cloud version
Merged It would be nice to be able to hit the "..." and tag a report or manage tags within the Cloud Version of FENXT instead of having to go to the database view constantly.0 Implemented
Related ideas
Please add tags to reports in NXT.
And please let us edit report names and the who can see, run or edit.
Just realized that we can't edit a report name in NXT. Seems like it should be an easy but necessary fix.
I would really like to be able to rename an NXT report without having to use the "Save As" option and then having to delete the original report.
Please add the tag to Web NXT
I also use this feature and have to exit FE NXT and go into the Database view just to add the TAG. It is very inefficient
I vote to add. This is crucial information and I don't understand why it was not brought over to NXT.
I vote to add, it helps with having some sort of organizational structure for the reports.
I agree. I use tags as a primary filter for my different monthly reporting tasks. It's frustrating that when I create a new parameter in NXT, I can't add the tag right there. I'm adding my vote!