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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

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Status Will not implement
Created by Guest
Created on Jun 12, 2023

Bulk copy reports into new report group.

Whenever a new insurance policy year starts, our group needs to create 50+ reports. It would save a lot of hours if we could bulk copy reports into a new report group as opposed to copying individual reports.

Solution Platform ClearSight
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  • Admin
    Laura Amedeo
    Reply
    |
    Oct 18, 2024

    Thank you for submitting this idea. While it is a great idea, unfortunately we will not be able to accommodate this on our roadmap in the near term.

  • Guest
    Reply
    |
    Aug 28, 2024

    I need to copy them over. A copy needs to live in the original report group and in the new report group.

  • Admin
    Laura Amedeo
    Reply
    |
    Aug 22, 2024

    Can you provide more information on the use case? Are you truly copying the reports or just moving to a new report group?