Hello,
I would like to define categories for my reports. These categories would then have child categories which would drill down until we get to the reports themselves. In this scenario I have literally 100+ reports and thus need them to be organized.
Under Administration >> System Settings >> Reporting tab there is the categories and this appears to be an option set. So it seems this would be inadequate for getting my report category hierarchy.
OK so create a custom entity or two with a relation to get the job done. Problem here is that the new / edit report dialog is just that. A dialog NOT a form and thus customizing it just became difficult and likely unsupported. I suppose I could create a form and override CRM's onclick for new report and display my form instead?
So in the end I am looking for thoughts / input on how to extend the system to allow for report groups that have parent child relationship.
JB