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139 VOTE
Status Future consideration
Categories Reports
Created by Hannah Oxley
Created on Aug 1, 2025

Naming Conventions of Reports

When downloading reports the naming conventions are too generic, so if i am downloading multiple companies at once i do not know which report belongs to which client. This could lead to a potential GDPR breach as a result of the same naming conventions. Instead the reports should have the clients name, for example 'John Smith Ltd Gross to Net Month 3 2025-26'. This would make it a lot easier to differentiate the reports from clients and reduce the risk of a GDPR breach.

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  • Guest
    Aug 6, 2025

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  • +39
9 MERGED

Consistent report file names

Merged
Downloaded reports have inconsistent naming standards - a small thing, but it looks messy when sharing them with clients. For example, in a typical month we have: Payslips: "payslips-Month 12.pdf" (lower-case p, mix of hyphens and spaces between w...
Joe Williams almost 2 years ago in Reports 4 Future consideration
7 MERGED

Set Report Names

Merged
The default names for downloaded reports are inconsistent and messy. Please could we set our own report names with tokens for particular periods.
Emily Libby over 1 year ago in Reports 1 Future consideration