RELATED IDEAS
Add ability to filter the parent of a Document in reporting
What is the challenge? |
Right now you can report on Documents, and report on document "Parent Name" but not filter on that field |
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What is the impact? |
We would like to be able to report on ToDos against documents (which we can do) but filtered to only certain parent documents. I am using ToDos on documents to run a massive program, and i would like to only be able to report on todos from some documents, in this example a regular steering committee meeting which all sit under a parent folder. |
Describe your idea |
Add the ability to filter Documents in reporting by Parent Name field |
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ADMIN RESPONSEApr 16, 2026
We're in the process of adding the ability to filter by parent name to reports on documents. Currently, the filter is added automatically when you create a new list report and include parent name as a column. You can also add this filter to an existing report by selecting Add filter (+) > Document > Parent name > Add.
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This now shows as shipped and I also got an email that it was shipped, but I don't see how to add this filter--when I go try to filter on documents there is no option for parent name. Am I missing something in the filters?
This would be very useful, especially if it allowed selecting through multiple layers of parent folders (as can be done with the workspace hierarchy). Really would like to see this ability added.