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Status Functionality already exists
Created by Guest
Created on Jul 11, 2024

Allow users to create their own custom reports without having to try to use a pre-created report from envizi, save a copy, and make edits.

Why: There are very specific ways that we look at data. It can be regional, by site, global, by operations vs corporate, in mtco2e, in standard units, certain commodities, etc. I know what I want to see and how I need to see it, but instead of being able to build it from scratch, I have to try to find an envizi report that might sound like it could be edited to show what I'm looking for. That said, I have issues even trying to save a copy of an existing envizi report to do make the edits I need. Keep the envizi pre-built reports, but give the user the ability to create one with what they want to see and how. 

Idea priority High
Needed By Yesterday (Let's go already!)
  • Guest
    Reply
    |
    Aug 9, 2024

    Thank you for your reply. I think having "Build your own" or something in the title would make this far more clear for users. There seemingly doesn't seem to  be anything eye catching that says you can copy the report and edit to make your own.

    That said, I still can't seem to edit this report. There is no "copy" or "edit" buttons. I click on the "monthly dataset" report in the report section and all that is available for me to click is "run". 

  • Admin
    Daniel Marshall
    Reply
    |
    Jul 15, 2024

    The "Monthly Dataset" report is the base report used to create a blank report from scratch.


    While there are some basic guide visuals present in the report, the tab containing these can be easily removed to start from a blank slate.


    A guide for this is available in our knowledge base https://knowledgebase.envizi.com/home/monthly-dataset-tutorials