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Status Planned
Categories Reporting
Created by Anthony Bonaduce
Created on Mar 6, 2024

Folders for Reports in the Cosmos Portal

Ability to add folders to organize reports and share those with users. As an example, it would be nice to have a 'finance' folder with all of our financials.

  • Admin
    Brian Petersen
    Feb 13, 2025

    We plan on having a preview of folders ready to show people around April of this year, with the full roll out pushed to production within a month or two afterwards. We will be relying a lot more on SharePoint for this, so the good news is that it will make it possible to do what you're asking for in terms of assigning permissions to an entire folder, that way anyone assigned to the folder can also have access to the contents.

    I'm unsure about how the final version of folders will be represented if someone doesn't have access but I'll pass this along to our engineering team. Thanks for the input!

2 MERGED

Users can organize reports in the Cosmos Portal

Merged
It would be nice to have a way of organizing report in the Portal other than just having all reports that are shared with me listed in one big group.
Brian Petersen over 1 year ago in Reporting 0 Planned