Details
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Type: Bug
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Status: Done/Fixed
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Priority: Trivial
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Resolution: Fixed/Completed
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Affects Version/s: 4.2.0
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Fix Version/s: 4.3.0
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Component/s: CiviReport
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Labels:None
Description
Optimize navigation and improve access to reports:
- Create component filtering option for both report listings and report template listings
- Put links to filtered report listing in each of the component menus (e.g. Contributions -> Contribution Reports, Contacts -> Contact Reports, etc.)
- Remove sample report instances from the 'Reports' menu and replace with links to filtered reports listing (Contact Reports, Contribution Reports, etc.)
- Add button to 'Create New $componentName Report' in each filtered report list
- Rename page and menu items 'Create Reports from Templates' to 'Create New Report from Template'
NOTE: For upgrades, the new filtered listing links will be added to the existing Reports menu. Given that users may have made numerous changes to that menu we can't rebuild it.
—
Suggested rework for reporting menus under discussion on the forums at: http://forum.civicrm.org/index.php/topic,25823.0.html
— original post ----
I'm working on a notebook, and the report menu height doesn't fit into the small screen and that triggered a discussion.
This menu is really long and scary for users (feedback I had "never looked at it. too big"). Wouldn't it be better to
a) create sub items (contributions, contacts...)
b) Create "reports" sub items into the main contacts/Contributions... and move the relevant reports into it?
X+