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Hello everyone,

I'm wondering how I can organise and sort all the different reports we create. 
I'd like to create a folder and archive the reports by theme, for example ‘headcount’ or ‘salaries’ and so on. 
Do you think this is feasible somewhere?
Many thanks in advance for your help, 

My Best

 

Hi @Marion Badin-Latour 

Thanks for your post! 😊

At the moment it is not possible to create folders to organise custom reports unfortunately. However, if you need to look for a specific type of report, you can use the filters on the left-hand side of the Custom Reports. If you want to change the view type, then you can switch the view with the buttons on the right-hand side. 

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I can totally understand why having this option would be useful, and I would like to encourage you to post this suggestion of improvement in our ideation area. This way, other users will be able to vote for it, and the suggestion will be shared with our product team.

In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the ideation area:

  • What would you like to achieve with Personio? What issue do you need to solve?

  • Why? What would be the added value for you?

  • How are you solving it right now?

The more details, the better! However, remember not to share any personal or business data with the public.

Make sure to add the link to the idea in this thread, so that other users that find your question can upvote it.

Thank you in advance for sharing your ideas with us 🙌🏽.

Best,

 

Fernanda

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