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Sage Construction Management Ideas Portal
Status Future consideration
Created by Kenani Brandon
Created on Jan 5, 2024

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default report and not the one we specifically created for our company. Even if default was at the end of the drop down would be better than used as the default report. Removing it completely when a custom report is made would be ideal though. In past platforms we were able to have a list of reports in the setting and choose which ones were displayed and which was the default report. I will attach a photo of how this worked in our last system which had a great way to manage our company reports.

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  • Dawn Parents
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    Feb 16, 2024

    Even if it was as simple as having a "hide" button in the templates to hide from visibility. We encounter the same issue of users using the incorrect documents due to default docs appearing in the top.