Report Options Improvements
Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users.
- There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality.
- If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block.
- To remove the 'Kanban' you must remove all the single select lookup/dropdown/radio columns from the report and add a formula or single-line field to use instead. Losing the ability to see linked record detail.
Controlling the normal report like how we control an embedded or published report would be a good start, hide/show the options like Add/Search/Column menu/Print etc.. But we also need the ability to decide on each report we create what other report type is available to the user, e.g. Kanban/Map/List etc.
We've seen some great improvements recently, looking forward to plenty more.