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Status Unlikely to implement
Categories Reports
Created by Guest
Created on Nov 28, 2018

RELATED IDEAS

"Link to other records" should include reports

We have initiatives at the company level that represent large investments across multiple products. We'd like to be able to associate this initiative directly to saved reports that are associated so that we can centralize & standardize the entry point to all the information. 

Pasting/hyperlinking to the reports in comments & description is fine, but we do have some issues with people accidentally removing & overwriting links. In addition, some links are for working copies of reports that don't necessarily represent the "latest and greatest" information.  

  • ADMIN RESPONSE
    Feb 14, 2025

    Thank you for the idea. Given the low volume of support for this idea, we do not have plans to make updates in this area at this time. It is currently possible to link reports to records using the research tab. In the Concepts section, choose to add a link and paste the report URL. We hope that helps!

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