Merged idea

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Copy Multiple Reports in a Folder Merged

We are trying to standardize how reports are generated across all future (and existing) products.

To implement this flow we have generated a series of reports and a corresponding notebook that ties all the reports together into a printable/PDF style document.  The reports and the notebook all exist in a single folder.

 

It would be great if we could copy the entire template folder (along with all the reports and notebook) into another project's folder (currently can only edit or move the folder).

 

Today to perform this simple task we have to:

1. Create a folder for the product for this type of standard documentation.

2. For each report in the folder

  2.1 Preview the report

  2.2 Select "Save as"

  2.3 Modify the name of the copied report

  2.4 Setup the "Share with" (even though for all our reports we just want to share everything with everyone)

  2.5 Setup the  "Save In" settings to choose the new folder

  2.6 Once the new report is copied and it is automatically opened...

     2.6.1 Modify the product filter for the report to point to the new product

     2.6.2  Modify the release filter for the report to point to the new product's release

  2.7 Navigate back to the folder where the template reports are located (because it automatically pulled up the report I last copied)  - Note this takes multiple steps

  2.8 Rinse and repeat all of 2.x for the next report

 

3. For each notebook in the folder (similar steps to how reports are handled)

 

All in all it's a very tedious process and impedes best practices defined within a company.

  • Michael Faust
  • Mar 14 2019
  • Future consideration
Release time frame