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allow Reports to be saved to Vault

allow Reports to be saved to Vault

Currently the workflow to save Vault Reports is not user friendly.

 

Reports need to be saved locally then saved into vault.

Add the ability to save reports directly into vault after the user decides if it is a PDF, Word, Excel

 

Also fix the ability to choose the Advanced Find Reports from Vault ( Currently the User can only chooes from the local workspace ) Folder reports support Vault and Local workspace. Needs to be consistent for all reports.

3 Comments
ihayesjr
Community Manager
Status changed to: Under Review
 
YounesYammouri
Community Manager
Status changed to: Gathering Support
 
YounesYammouri
Community Manager
Status changed to: Archived

Thanks for sharing your Idea. We use this forum to guide product development and help users in the best way we can based on voting. We occasionally merge Ideas or archive old ones to keep the forum working properly- it ensures there is room for people to review new Ideas and that the most relevant and meaningful ones can gain votes.

We’re archiving this Idea because it's been on the board for well over a year and hasn't received many votes from the community and/or not aligned with the current Vault Roadmap. If you want to raise it again and try to gain more support, you're welcome to do so. We’ve found that pictures and mock-ups can help get concepts across and win more votes from other users. If you have questions or see a connection between this Idea and others, let us know.

 

- Vault product team

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