Make Custom Reports Easier to Run

Make Custom Reports Easier to Run

Hi.  I've created custom reports using Report Assistant that we want to be able to use over and over.  Currently, I believe I have to go to Report Assistant to access the report.  It's both step intensive and confusing to users unaccustomed to Report Assistant.  

Currently it's required to click:  Report Asst > Records > Next > Saved Report > Click category > Click Report name > Next > Next > Next

I suggest creating a Firm Reports option. 
  1. Somewhere in the creation process - probably the last screen - add a button called "Add to Firm Reports" (see 2nd picture).  
  2. Add Firm Reports to both the home page and as an option when hovering over Report Asst in the gray site navigation column (see picture)
  3. Then when we click Firm Reports, a list of saved reports will be there and we can just click the name to run the report.